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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.
With assets at $9.5 billion, Old National Bancorp is the largest financial services bank holding company headquartered in Indiana. From its initial acquisition in 1985, Old National continues its traditional community-banking heritage. Old National boasts a 180-year history of solid performance as a result of the company's unfailing commitment to meeting the diverse needs of its clients, associates, and shareholders. Headquartered in Evansville, Indiana, Old National Bancorp owns multiple financial services operations in Indiana, Illinois, Kentucky and Michigan. The company provides a comprehensive range of financial services including commercial and retail banking, trust, brokerage, correspondent banking, and insurance.
Level One Bank is a Farmington Hls, MI-based company in the Financial Services sector.
Comun is on a mission to enable upward mobility for Latinos living in the US. Were starting by changing the face of banking, designing for the unique needs of the millions of immigrant families that are struggling to turn their hard work into financial stability within the traditional banking industry. We believe everyone deserves a better shot at reaching financial freedom. This begins with banking they can trust. Learn more at en.comun.app/nosotros.
Sound Community Bank is a state-chartered commercial bank headquartered in Seattle, Washington. We offer a variety of banking services for consumers and small businesses, including Mortgage, Commercial and Consumer Loans, Checking, Savings, Money Market Accounts and Certificates of Deposit.