| Name | Title | Contact Details |
|---|
Beaumont Community Credit Union is a Beaumont, TX-based company in the Financial Services sector.
Bank Fund Staff Federal Credit Union is one of the leading companies in Financial Services industry. Bank Fund Staff Federal Credit Union is based in Washington, DC. You can find more information on Bank Fund Staff Federal Credit Union at www.bfsfcu.org
Counterpart is backed by insurance leaders, technology experts, and experienced entrepreneurs with a remarkable track record of success. We are the first management liability platform that can not only efficiently predict claims - we can also help you prevent them
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Resource One Credit Union is a Dallas, TX-based company in the Financial Services sector.