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Balentine is an employee-owned wealth management firm headquartered in Atlanta, Georgia, with a second office in Raleigh, North Carolina. We provide financial planning and investment management services for business owners and their families. For more than 30 years, the Balentine legacy has been one of innovation, service to clients, and giving back to the community. Named to Barron`s “Top 100 Independent Wealth Advisors,” Financial Times` “300 Top Registered Investment Advisors,” and Pensions and Investments` “Best Places to Work in Money Management,” we have been recognized locally and nationally for building a culture and workplace designed to provide outstanding service and results for our clients. The opinions expressed herein are those of Balentine, LLC (“Balentine”) and are subject to change without notice. Balentine social media posts are provided for information purposes only and should not be considered investment advice or recommendation to purchase or sell any particular security, product or service. Balentine posts are based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data. Past performance is no guarantee of future results. Balentine does not endorse or take responsibility for any content, advertising, products, advice, opinions, recommendations, or other materials posted by followers or other third parties on Balentine`s social media sites. Any comments or opinions posted by another user should be attributed to that user and not Balentine. Balentine, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Balentine`s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
General Mills Federal Credit Union is a Hopkins, MN-based company in the Financial Services sector.
olean area federal credit union is a Olean, NY-based company in the Financial Services sector.
Equitable, the brand name of Equitable Holdings Inc., is one of America`s leading financial services companies. Founded originally in 1859*, the company`s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) a MONY Life Insurance Company of America (MLOA), an AZ stock company headquartered in Jersey City, NJ, AXA Advisors, LLC (member FINRA, SIPC) and AXA Distributors, LLC. AXA Distributors, LLC (“ADL”) is the wholesale distribution company of AXA Equitable Financial Services, LLC and its family of companies, and is one of the largest insurance and wealth management organizations. ADL is dedicated to the distribution of the innovative line of life insurance and annuity products issued by AXA Equitable Life Insurance Company (NY, NY) and MONY Life Insurance Company of America. ADL has more than 400 employees working with over 650 distribution partners and AXA Advisors, LLC the company`s retail distribution organization. ADL does not offer investment, insurance or other financial products or services directly to the general public or to retail customers.
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.