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Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that`s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.
The Florida Office of Financial Regulation (OFR) provides regulatory oversight for Florida`s financial services industry. The OFR was created in 2003 as the result of the Cabinet Reorganization Act of 2002. Although the OFR is a relatively new agency, its beginnings as a banking, consumer finance and securities regulator date back to the mid-1800s with the creation of the former Comptroller`s Office. The OFR reports to the Financial Services Commission made up of Governor Rick Scott and the members of the Florida Cabinet: Chief Financial Officer Jimmy Patronis, Attorney General Pam Bondi and Agriculture Commissioner Adam Putnam. To protect the citizens of Florida, promote a safe and sound financial marketplace, and contribute to the growth of Florida`s economy with smart, efficient and effective regulation of the financial services industry.
BlueRun Ventures is one of the leading companies in the Financial Services sector.
Prophet Equity is one of the leading companies in the Financial Services sector.
Cal-prop Investments is a San Diego, CA-based company in the Financial Services sector.