| Name | Title | Contact Details |
|---|
Aero Federal Credit Union was chartered in 1957 under the Federal Credit Union Act. The credit union is a non-profit organization founded under the concept of people helping people.
Metropolitan Bank and Trust Company, New York is a New York, NY-based company in the Financial Services sector.
Ulster Savings Bank is a mutual savings bank headquartered in Kingston, New York. The bank has 14 branches, all of which are in Ulster County, Orange County, or Dutchess County.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
BHF Bank / PB Capital is a New York, NY-based company in the Financial Services sector.