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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.
Five Star Bank has been doing business in the Capital region and the Great Central Valley since 1999. Started by a group of Sacramento area business people, our goal was to provide local banking with an emphasis on commercial real estate and small business. Today Five Star Bank has grown into a trusted business partner, providing business owners, professionals, real estate investors and individuals, solution-based personal service. Five Star Bank has six convenient locations to serve you. We welcome you to stop by and get to know our efficient and friendly staff.
Piedmont Financial Services. is a Columbus, GA-based company in the Financial Services sector.
Bank of Jena is a Jena, LA-based company in the Financial Services sector.
Enterprise Bank, now with nine banking locations in Brookshire, Katy, Houston, Mart, and Rosebud, Texas, is not a new bank. In fact, the charter has been in existence since 1905 and the same philosophy is true today, as it was more than 100 years ago – “People bank with people.”