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The Exeter Group is a Chicago, IL-based company in the Financial Services sector.
WealthSouth, with assets under management of $1.4 billion, is the wealth management arm of Farmers National Bank, in Danville. WealthSouth provides families and businesses with Investment Management, Trusts, Estates, Retirement, 401(k)s and ESOPs to meet the needs of a constantly changing market environment. WealthSouth has offices in Bowling Green, Danville and Lexington.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
First Edition Credit Union is a Phoenix, AZ-based company in the Financial Services sector.
Integra Leasing Corporation is a Kelowna, BC-based company in the Financial Services sector.