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Marathon Savings Bank is a Wausau, WI-based company in the Financial Services sector.
A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted as of Monday, January 22, 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our clients unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families in the U.S. and around the globe. Visit our website Axcelus.com to learn more about our business.
Select Portfolio Servicing is a privately held company that has been in business since 1989. The company has operations in Salt Lake City and Jacksonville, FL.
Since our founding in 1831, Bank of New Hampshire has been a mutual banking organization focused on our depositors and accountable to our communities. We gather our deposits from local sources, and we make loans to finance local businesses, properties and individuals. We also live in the communities where we work, so we`re as deeply committed as you are in maintaining our shared quality of life. We do it through financial services, volunteerism and charitable giving. That`s been our mission since the day we opened our doors nearly two centuries ago. We are proud to say, "Bank of New Hampshire has been serving New Hampshire customers longer than any other New Hampshire-based bank." We look forward to serving you.
Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants. Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth. The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum. Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/ New episodes monthly!