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The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
Achieve Security is a Jacksonville, FL-based company in the Financial Services sector.
While our name has changed, our commitment to you and to the values that have guided us for over 60 years will never change. We believe that banking should be grounded in cooperative ownership. Banking should solve problems. It should be inclusive of all walks of life. And above all, we believe banking should be a force for good in the communities we serve and in the lives of our members.
Christian Care Security is a Phoenix, AZ-based company in the Financial Services sector.
Crestwood Management is a Beachwood, OH-based company in the Financial Services sector.