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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.
New Hampshire Mutual Bancorp (NHMB) is a shared services organization providing operational support for three premier independent mutual savings banks, Meredith Village Savings Bank, Merrimack County Savings Bank and Savings Bank of Walpole, and a financial advisory and trust company, NHTrust. The first relationship of its kind in northern New England, NHMB companies share support services such as human resources, information technology, marketing, finance, risk and compliance, deposit operations, loan operations and digital banking to provide overall efficiencies and best in class solutions for customers. Through this strategic alliance, each affiliate is positioned to leverage each other`s strengths as they work together to advance a shared vision of maintaining and enhancing community banking standards and values.
Massachusetts' most business friendly bank also offers consumer friendly Advantage Packages with free personal checking, preferred rates and prime borrowing. Offices in Hampden, Franklin, Hampshire Counties.
Chino Commercial Bank is a Chino, CA-based company in the Financial Services sector.
Hanmi Bank is a Los Angeles, CA-based company in the Financial Services sector.