| Name | Title | Contact Details |
|---|
Established in 1828, The Provident Bank is an independent, mutually owned, full-service community bank with a focus on commercial lending and business services with offices in Amesbury and Newburyport, Massachusetts and Exeter, Hampton, Portsmouth and Seabrook, New Hampshire. Additional lending offices are in Bedford and Nashua, New Hampshire. The Bank is dedicated to the goal of being the highest-performing bank, providing excellence in service to our customers, our communities and our employees. All deposits are insured in full through a combination of insurance provided by the Federal Deposit Insurance Corporation (FDIC) and the Depositors Insurance Fund (DIF).
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.
Bank of Houston is a Houston, MO-based company in the Financial Services sector.
State Bank of Chrisman is a Chrisman, IL-based company in the Financial Services sector.
Our values as an organization guide who we are, how we behave, and the work we do. We believe that these values are the foundation of our success, and the standards of behavior that will allow us to meet the needs of our employees, customers, shareholders and community in the future.