| Name | Title | Contact Details |
|---|
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Haven Savings Bank is a Hoboken, NJ-based company in the Financial Services sector.
Sage Home Loans Corporation (Sage Home Loans Corporation (CA) in the state of Georgia; Sage Loans Corporation (CA) in the states of Florida, Nebraska, and Washington), formerly known as Lenox Financial Mortgage Corporation (doing business as Weslend Financial, Weslend Financial Corp., Lenox Financial Mortgage Corporation (CA), Lenox Financial Mortgage Corporation, A Corporation of California), was originally founded in California in September 1999 to provide the most reliable and preferred source for quality services and information related to the mortgage process. The company was acquired by Taproot Financial, LLC in an acquisition that closed on November 30th, 2023. As part of that acquisition, the companys name was changed from Lenox Financial Mortgage Corporation to Sage Home Loans Corporation ("Sage"). Specialties Home Mortgages, FHA Loans, VA Loans, Conventional Loans, Jumbo loans. NMLS #3304 www.nmlsconsumeraccess.org Equal Housing Opportunity. State Disclaimers and Licensing: https://www.sagehomeloans.com/licenses
Lindell Bank is one of the leading companies in the Financial Services sector.
Westbury Bank is a West Bend, WI-based company in the Financial Services sector.