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Marblehead Savings Bank is a Marblehead, MA-based company in the Financial Services sector.
Bank of Lake Mills is a Lake Mills, WI-based company in the Financial Services sector.
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.
American Riviera Bank opened for business on July 18, 2006 in Santa Barbara, California with the support of approximately 400 local shareholders. The Bank is a full service community bank, focused on serving the lending and deposit needs of businesses and consumers in on the Central Coast. The Bank has four branches, located in downtown Santa Barbara, the upper village of Montecito, near the Calle Real Shopping Center in Goleta, and on Spring Street in downtown Paso Robles, as well as a Residential Lending office and a Commercial Lending Center in downtown Santa Barbara, and a Branch and Lending Center in San Luis Obispo. As a state-chartered non-member bank, the Bank is subject to regulation by the California Department of Financial Institutions (the “DFI”), and the Federal Deposit Insurance Corporation (the “FDIC”). The Bank`s deposits are insured by the FDIC up to applicable legal limits.
Winnsboro State Bank & Trust is a Winnsboro, LA-based company in the Financial Services sector.