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Bonds Online Group is a Mercer Island, WA-based company in the Financial Services sector.
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.
In 1955, 15 civilian employees at Shaw Air Force base in Sumter, South Carolina pooled their money to charter SAFE Federal Credit Union. Since then, SAFE has grown to over 108,000 members and more than $874 million in assets. SAFE is the largest Midlands based credit union with 20 branches in eight counties in South Carolina. Although our size, membership, products, and services have increased dramatically since 1955, our goals haven`t changed. SAFE exists only to serve our members, and when you join, you also become an owner. Our not-for-profit structure allows our members to enjoy generally higher dividends on savings, lower loan interest rates, and fewer fees. And you can be sure your money is safe with us, as all deposits are insured up to $250,000 by the National Credit Union Administration (NCUA).
Blueprint Equity is a tech-focused growth equity firm that invests in and builds market-leading enterprise businesses. They focus on highly addictive, business-critical enterprise applications and partner with similarly obsessed industry veterans who a...