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Sabal Financial Group, L.P. is an international diversified financial services firm specializing in real estate, banking and lending, having acquired nearly $7.4 billion in assets on behalf of its clients and investors. We began with a simple vision to utilize innovative technologies and foster a world-class team that would grow into a leading financial services firm. Our employees and their minds are the backbone to the success of our business. Since its inception in 2009, the team has built a diversified financial services firm to serve businesses in an ideal and efficient manner. With a focus on innovation and superior service, while also fostering partnerships across its world class platform, Sabal Financial has become a leading player in the real estate and finance sectors. Sabal Financial holds a Primary Servicer rating of CS3, Construction Loan Servicer rating of CC3, and Special Servicer rating of CS2 from Morningstar. The firm also holds a Special Servicer rating of CSS3 from Fitch.
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.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.
Sisters United Inc is a Flint, MI-based company in the Financial Services sector.
For over 97 years, our commitment to and involvement in our Wisconsin communities have not wavered. Our culture and values are very strong and support all of our actions. We are here to serve the community. And that won’t change now that we’re Old National Bank.