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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Cayuga Lake National Bank is a Union Springs, NY-based company in the Financial Services sector.
First State Bank Of Mapleton is a Mapleton, IA-based company in the Financial Services sector.
Bridges to Employment, a division of Alternatives, Inc. provides Transition Services to today's youth through a very innovative approach. We partner with the requesting school district to provide an individualized variation of the following services to
MCU Comercial Services is a Millbury, MA-based company in the Financial Services sector.