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Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.
Winged Keel Group is one of the leading providers in Financial Services. It is based in Glen Allen, VA. To find more information about Winged Keel Group, please visit www.wingedkeel.com
Integrity Marketing Group, headquartered in Dallas, Texas, is the nation`s leading independent distributor of life and health insurance products focused on serving the Senior Market.
Fabian Financial Svc Inc is a Newport Beach, CA-based company in the Financial Services sector.
Dearborn Municipal Credit Union is a Dearborn, MI-based company in the Financial Services sector.