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Oppenheim Ephratah CSD is a Saint Johnsville, NY-based company in the Financial Services sector.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
USA Funds is a nonprofit corporation that supports Completion With a Purpose℠, building a more purposeful path for America’s students to and through college and on to rewarding careers and successful lives. USA Funds pursues its nonprofit mission through philanthropic activities and partnerships, policy research, and programs and services that enhance preparation for, access to and success in higher education.
Penn National Insurance is one of the leading companies in Financial Services industry. Penn National Insurance is based in Harrisburg, PA. You can find more information on Penn National Insurance at www.pnat.com
U.S. Trust is a bank holding company for U.S. Trust Co. of New York, providing investment management and banking services. (Source: 10-K)