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Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.
Private Bank of Buckhead brings a private banking approach to all clients across all functions of the bank. The bank – now in its ninth year – is designated a Preferred Lender by the U.S. Small Business Administration, and includes a dedicated mortgage solutions unit, PrivatePlus Mortgage. Private Bank of Buckhead is located in Piedmont Center (Building Three). Private Bank of Decatur is located at 150 East Ponce de Leon Avenue in Decatur, at the corner of Ponce and Church Street. The mortgage division is represented in both Buckhead and Decatur, and does business nationally.
For over 15 years, UFS has successfully helped business owners and entrepreneurs access over $500M in unsecured capital to fund business start-ups, acquisitions and franchise purchases. UFS is an independent advisory service that works with over 250 lenders nationwide to match its clients needs with the best lending solutions, rates and terms. UFS is also a direct lender through its innovative Jumpstart Loan, launched in early 2023. We also invite investment from accredited investors into our Jumpstart Loan Fund, a private credit fund designed for entrepreneurs seeing to buy a franchise or other business.
Bank of Bird-in-Hand is a locally owned community bank headquartered in Bird-in-Hand, Pennsylvania.
In 1974, the seeds for a totally new concept in banking were planted. Peoples Bank is family owned and community driven. The vision of the Winter Family is to provide you, our valued Guest, a full range of quality financial services including banking, investments, and mortgage. And, unlike other "business-as-usual institutions," have a little fun in the process. "Banking Unusual" at Peoples is based on our promise to take care of each Guest like family. We call it "the Grandma test." It`s a commitment to provide you Financial Happiness.