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United Trust Bank is a Bridgeview, IL-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
The forward-thinking bank that never forgets where it came from. Webster Five is a $800 million community bank with seven convenient branches, serving Central Massachusetts with offices in Auburn, Dudley, Oxford, Shrewsbury, Webster and Worcester. For over a century, the bank has developed a reputation for outstanding personal service, community support and fiscal strength. Webster Five offers a wide range of products, from basic checking and savings accounts to more comprehensive interest-bearing accounts and a full range of mortgages, loans and investment services. The bank takes full advantage of today`s technology by offering online and mobile banking, a host of electronic cash management services for businesses, an expanded ATM network and time-saving features like its “Swipe&Save” automated savings service. And with one of the largest business banking teams in Central Massachusetts, Webster Five provides more resources, services and industry expertise as part of its WebFive for Business total solution. But even though the bank is constantly moving forward, Webster Five never forgets the importance of giving back to the community. Through the Web of Caring to Make a Difference program, Webster Five has distributed millions of dollars in charitable contributions to local nonprofit organizations, while employees have donated time and energy to civic organizations, social services and community causes. Member FDIC, Member DIF, Equal Housing Lender.
first nat bnk port allegany is a Port Allegany, PA-based company in the Financial Services sector.
Tampa Bay FCU is a Tampa, FL-based company in the Financial Services sector.