| Name | Title | Contact Details |
|---|
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.
Anchor Bank is a Lacey, WA-based company in the Financial Services sector.
Bankers Security Safe and Vault is a Kansas City, MO-based company in the Financial Services sector.
David George Development is a Lake Havasu City, AZ-based company in the Financial Services sector.
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. Pinnacle`s focus begins in recruiting top financial professionals. The firm placed at No. 34 on Fortune`s 2017 list of the 100 Best Companies to Work For in the nation, and American Banker recognized Pinnacle as the sixth best bank to work for in 2016. The firm began operations in a single downtown Nashville location in October 2000 and now operates in the state`s four largest markets, Nashville, Memphis, Knoxville and Chattanooga, as well as several surrounding counties.