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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.
Reliant Credit Union is a member-owned and member-driven full-service financial institution with nine branches across Monroe, Ontario, and Wayne Counties in New York. We`re committed to making a difference in the communities we serve by improving our members` financial lives and exemplifying the credit union philosophy of "people helping people" in all that we do. One of the first things you`ll notice when you walk through the door at any Reliant branch is the welcoming atmosphere and our friendly staff. There`s not an exact science to it, but there`s certainly something to be said for hiring people who want to help others. We strive to offer interesting and rewarding work for all of our employees. Whether they provide solutions that directly affect our members or help achieve other important goals, all team members contribute to Reliant`s success. Interested in becoming a part of the credit union difference? Apply for an open position today!a
Opus Bank (NASDAQ: OPB) has approximately $8 billion* in assets and 47 banking offices throughout California, Washington, Arizona and Oregon. Our mission is to offer sophisticated financial solutions that will drive and maximize each client`s business and growth through a consultative, solution-based approach. With an entrepreneurial mindset, we aim to change the conversation of how regional banks get things done. Opus Bank offers a suite of treasury and cash management and depository solutions, and a wide range of loan products, including commercial, healthcare, media and entertainment, corporate finance, multifamily residential, commercial real estate and structured finance, and is an SBA preferred lender. Opus Bank offers commercial escrow services and facilitates 1031 Exchange transactions through its Escrow and Exchange divisions. Additionally, Opus Bank`s wholly-owned subsidiary, PENSCO Trust Company, has approximately $14 billion of custodial IRA assets and approximately 47,000 client accounts, which are comprised of self-directed investors, financial institutions, capital raisers and financial advisors.
Tompkins State Bank is a Abingdon, IL-based company in the Financial Services sector.
Headquartered in Boston, BNY Mellon Asset Management North America (BNY Mellon AMNA) is a specialist multi-asset investment management firm dedicated to serving sophisticated investors globally. We provide clients with high-quality single and multi-asset investment solutions using both active and passive strategies. BNY Mellon AMNA was formed in 2018 when three of BNY Mellon`s largest U.S. investment managers—Mellon Capital, Standish, and The Boston Company—combined. This strategic shift created an asset manager with the combined scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions.