| Name | Title | Contact Details |
|---|
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
The Western and Southern Life Insurance Company, and its wholly owned subsidiary Western-Southern Life Assurance Company, both members of Western & Southern Financial Group, offer life insurance, interest-sensitive life insurance, fixed annuities,
Investment Retrievers LLC is a El Dorado Hills, CA-based company in the Financial Services sector.
Group Benefit Services is one of the leading companies in Financial Services industry. Group Benefit Services is based in Cockeysville, MD. You can find more information on Group Benefit Services at www.gbsio.net
GlobeOne headquartered in Santa Monica, CA, is a global network and financial technology company for supporting the banking needs of the world`s underbanked. It was established in 2013 by a group of socially minded entrepreneurs who have been leaders in their individual industries. GlobeOne`s patent pending banking service, The GlobeOne Package, is offered via a network of financial institutions around the world to create a global community of members who collectively earn income from their banking relationships. GlobeOne`s mission is to create financial inclusion and financial opportunities for its community of members to improve financial well-being for themselves and their families, which will also have positive implications for their communities and countries. As individuals build wealth and obtain access to credit, new businesses are started, disposable income increases and local economies grow. GlobeOne is currently in discussions with more than 15 financial institutions in 12 countries, with several expected to sign Letters of Intent this year, leading to a first quarter 2015 launch of the GlobeOne service.