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Old Mission Bank is a Sault Sainte Marie, MI-based company in the Financial Services sector.
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.
TIAA, originally founded in 1918 by Andrew Carnegie, is a financial services organization dedicated to providing secure retirement options. Initially focused on educators, TIAA has expanded its services to a diverse range of professionals, including those in non-profit organizations and healthcare. The company offers a variety of financial products, including traditional annuities, financial planning services, and responsible investing solutions, managing over $1.4 trillion in assets. TIAA is committed to helping individuals achieve their retirement goals through lifetime income options and professional support. The organization emphasizes strong environmental, social, and governance (ESG) principles in its investment strategies. With a focus on community improvement and sustainability, TIAA continues to innovate under the leadership of President & CEO Thasunda Brown Duckett, ensuring financial stability for millions of Americans.
Point Bank is a Pilot Point, TX-based company in the Financial Services sector.
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.