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Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Based in Tampa with locations in Florida, were proud to operate locally as boutique firm, but with the backing of Guardian Life Insurance Company, a 150 year old national mutual insurance company built on a history of delivering on promises made to clients. This unique structure allows us to be large and resourceful but still offer the personal and individualized planning our clients deserve.
Du Page National Bank is a West Chicago, IL-based company in the Financial Services sector.
1st Commonwealth Bank of Virginia is a Arlington, VA-based company in the Financial Services sector.
Darien Rowayton Bank is a Norwalk, CT-based company in the Financial Services sector.
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the clients perspective – as an investor for investors. This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.