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Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Bank Of Arizona is a Phoenix, AZ-based company in the Financial Services sector.
Since opening our first branch in Los Angeles in 2008, Royal Business Bank has grown rapidly by adding branches in California, Nevada, New York, New Jersey, Illinois, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. At RBB we combine the service benefits of a national bank with a personal banking touch that only a community bank can offer. We serve our community by offering Commercial and Industrial loans, residential mortgages and small business loans. Our staff has years of dedicated service living and working in our local communities. Sharing a common culture with our customers helps us understand their needs, tailor our offerings, and provide more personalized service. We believe that our strong local community ties, our extensive industry knowledge and our fast response time is a competitive advantage in our markets.
Westside Community Bank is a University Place, WA-based company in the Financial Services sector.
Lake Michigan Financial Corporation is a Holland, MI-based company in the Financial Services sector.