Companies

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Executive National Bank is a locally-owned financial institution that has proudly served the Miami-Dade community since 1972. The bank originally operated as Jefferson National Bank and became Executive National Bank when it was acquired by the Safie family in 1981. The bank began with the main office in the heart of Kendall and grew to include additional strategically located, full-service branches. The Executive National Bank Team is comprised of individuals that share the owner's commitment to providing high quality customer service with a very personal touch. Many of the employees have bee... view company details

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On Top of the World Communities, Inc. is one of the oldest privately held construction and development companies in Florida, specializing in desirable Florida active adult retirement living. The company, founded by Sidney Colen, began building in 1947 and has constructed homes for literally tens of thousands of satisfied buyers. Following the success of the first On Top of the World condominium community in Clearwater, Florida, Colen's interest grew to include central Florida where, in 1975, he purchased a large parcel of land in Ocala formerly known as Circle Square Ranch. Development began o... view company details

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Hartman is a provider of business strategy consulting, IT management and asset valuation services to the education and healthcare sector. view company details

Zoe can help you find an independent, fiduciary financial advisor that sees the world the way you do. Aside from vetting their knowledge and process, we screen the advisors to ensure that they are true fiduciaries that have the right incentives to provide the client with the advice that is in their best interest, rather than recommend products based on the commission they get from it. Curated matching: We understand that finding trusted financial advice is difficult, which is why we have handpicked financial advisors. (We reject ~95% of the advisors that apply into our network so you don't hav... view company details

Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company in the United States, Europe, Asia, Canada, and Latin America. The Company provides regulatory filing and deal solutions through its software-as-a-service, technology-enabled services, and print and distribution solutions to public and private companies, mutual funds, and other regulated investment firms to serve their regulatory and compliance needs. It offers technology-enabled filing solutions for corporate clients within its capital markets offerings that allow U.S. public companies to comply with appli... view company details

WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. The company offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as jumbo certificates of deposit. It also provides a range of loans, which comprise residential real estate loans; commercial real estate mort... view company details

Broadridge Financial Solutions, Inc. provides investor communications and technology-driven solutions for the financial services industry worldwide. The company's Investor Communication Solutions segment processes and distributes proxy materials to investors in equity securities and mutual funds, as well as facilitates related vote processing services; and offers ProxyEdge, an electronic proxy delivery and voting solution. It also provides registered proxy, registrar, stock transfer, and record-keeping services to corporations; and distributes regulatory reports and corporate action/reorganiza... view company details

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client's entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee. view company details

Oconee Federal Financial Corp. operates as a holding company for Oconee Federal Savings and Loan Association that provides various banking products and services in the Oconee County area of northwestern South Carolina and the northeast area of Georgia. The company's deposit products include demand, NOW, money market, savings, certificates of deposit, and individual retirement accounts. Its loan portfolio comprises one-to-four family residential mortgage loans; home equity loans and lines of credit; nonresidential real estate loans; construction and land loans; commercial and industrial loans; ... view company details

American Financial Group, Inc., an insurance holding company, provides property and casualty insurance products in the United States. The company operates through three segments: Property and Casualty Insurance, Annuity, and Other. It offers property and transportation insurance products, such as physical damage and liability coverage for buses, trucks and recreational vehicles, inland and ocean marine, agricultural-related products, and other property; specialty casualty insurance, including primarily excess and surplus, general liability, executive liability, professional liability, umbrella... view company details

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and Income Solutions segment provides a portfolio of asset accumulation products and services for retirement savings and income. It offers products and services for defined contribution plans, including 401(k) and 403(b) plans, defined benefit pension plans, ... view company details

Raymond James Financial, Inc., through its subsidiaries, engages in the underwriting, distribution, trading, and brokerage of equity and debt securities, and the sale of mutual funds and other investment products in the United States, Canada, Europe, and internationally. It operates in five segments: Private Client Group (PCG), Capital Markets, Asset Management, RJ Bank, and Other. The PCG segment offers securities transaction services, including the sale of equities, mutual funds, fixed income products, and insurance products to individual clients; investment advisory, investment, and margin ... view company details

Cardinal Financial is a direct mortgage lender that provides home financing solutions. view company details

CMG Financial is a provider of home purchase and mortgage refinancing solutions for homeowners. view company details

Axcess engages in providing installment loans and other financial services for businesses. view company details

Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses. view company details

Heartland Financial USA is an financial services company, provides banking, mortgage, investment, insurance, wealth management services. view company details

LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A ... view company details