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BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of March 31, 2017, BNY Mellon had $30.6 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
The Bankcorp Bank is a Wilmington, DE-based company in the Financial Services sector.
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
Chase Manhattan is a Syosset, NY-based company in the Financial Services sector.
When Forge Consulting was founded in January 2003, we were an insurance agency specializing in structured settlements and traditional annuities. The founding partners noticed an inequity in the settlement marketplace: far too often, injured parties were left no choice but to work with a single-product provider such as trustees, bankers, money managers, or structure brokers. Our mission, passion, and innovative settlement consulting approach of advice over product rapidly made us the sought-after source of settlement planning for plaintiff attorneys and their clients. Over the past two decades, our company has recognized that the needs of plaintiff families extend well beyond what a structured settlement or any single financial product could offer. We are now The Forge Companies, a nationally recognized team of specialists with proficient knowledge in comprehensive settlement planning. We have over 130 teammates with experience in financial services, legal, compliance, marketing, and operating companies. We are now Advocacy Trust, a Tennessee state-chartered trust company that offers a full range of traditional and special needs trust services and is committed to improving the lives of our clients, their families, and caregivers through investments, trusts, tax, and other fiduciary and administrative services. We are now Advocacy Wealth Management, creating financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. We are now Forge for Business, a commitment to providing a broad range of financial and business services to contingent fee attorneys, law firms, and general businesses. Services include fee deferral solutions, MSA/Lien solutions, insurance products, bookkeeping, payroll and HR, and IOLTA accounting.