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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.
BankPlus, founded in 1909, is headquartered in Ridgeland, Mississippi, and was chartered in Belzoni, Mississippi. BankPlus now has 80 banking locations in Mississippi, Alabama and Louisiana and offers full-service commercial banking, mortgage lending and wealth management services in addition to a full range of internet banking services. As of December 31, 2019, prior to the acquisition of State Bank & Trust Company, BankPlus had $3.0 billion in total assets, $2.6 billion in deposits and $2.1 billion in gross loans.
First National Bank Fairbury is a Fairbury, NE-based company in the Financial Services sector.
Newburyport Five Cents Savings is a Newburyport, MA-based company in the Financial Services sector.
JCB has been an independent financial leader since 1900, providing a full range of traditional banking and other relevant services to its customers. JCB is guided by the core values of honesty, encouragement, accountability, respect and teamwork, which are at the HEART of the organization. With convenient locations throughout South Central Indiana, JCB is committed to delivering extraordinary service to every customer and community we serve. JCB occasionally shares links to articles we think our followers will find interesting. Please note that any opinions expressed in these articles do not necessarily reflect the opinions of JCB.