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"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Unlock your financial freedom with Elevate. Open a USD account that is held securely in the US with our licensed banking partner and FDIC insured up to $250,000. Enjoy a free virtual debit card for seamless online & contactless payments via Apple & Google Pay. Borderless banking awaits.
CNG Holdings, Inc. offers check cashing services. The Company provides payday loans, installment loans, check cashing, foreign currency exchange, new and used retail goods, money orders, money transfers, automobile title loans, pawn-broking, and other financial products and services. The Company operates in U.S. retail locations under the Check `n Go brand and in the U.K. under the Cheque Centre and Cash Generator brands. CNG Holdings, Inc. was incorporated in 2006 and is based in Cincinnati, Ohio.
Mainsource is a New Albany, IN-based company in the Financial Services sector.
Independent Community Bankers is a Saint Paul, MN-based company in the Financial Services sector.