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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
First Mortgage Corporation is one of the leading providers in Financial Services. It is based in Layton, UT. To find more information about First Mortgage Corporation, please visit www.firstmortgage.com
Kafene is a cutting-edge digital platform utilized by merchants at the point-of-sale to help offer underserved consumers more flexible purchase options through transparent lease-to-own (LTO) agreements that help retailers of furniture, appliances, electronics, tires and other goods meaningfully broaden their addressable market. Kafene utilizes more than 20,000 data inputs in tandem with best-in-class artificial intelligence and machine learning technologies to underwrite, approve using efficient risk-based pricing, and enable payment in a near-instantaneous manner, while creating a best-in-class customer experience.
Welcome to University Credit Union in Miami, Florida, currently celebrating 74 years of providing “World Class Member Service”! In 1947 we were chartered to serve faculty and staff of the University of Miami with loans and deposit accounts from a small office located in the School of Nursing on the UM main campus. Over the years we opened branches to serve Florida International University and in 2005 received approval from the State of Florida to provide our services to anyone who works or lives in Miami-Dade County.
Crump Insurance Services, Inc. is one of the leading providers in Financial Services. It is based in Woburn, MA. To find more information about Crump Insurance Services, Inc., please visit www.crumpins.com