Sentences with phrase «financial services to our clients»

We now offer Safe Harbor fee - only financial services to clients in the Newport, Rhode Island area from our new satellite office in Portsmouth, RI.

XYZ Co. is a sole proprietorship owned and operated by Mike Smith and he provides financial services to his clients.

Aleksei is the CEO of the Sauber Bank that has been operating since 1992 and offers a variety of financial services to its clients.

Mr Dzani said over the past 25 years, the NDK had provided attractive and reliable financial services to its clients and contributed to improvement in financial inter-mediation and the development of the economy.

We are a community bank with the unique ability to offer a full array of financial services to our clients throughout our market area.

Wise Loan not only provides financial services to its clients, but it strives to build lasting relationships with them as well.

Largest in market capitalization worldwide and third largest in United States assets, Wells Fargo offers a variety of financial services to its clients.

Our company has recorded a lot of breakthroughs in the provision of first class financial services to our clients, especially in the area of Loan syndication and capital provision for individuals and companies.

because you were not born to be a loser i want you to understand the fact that we give out long term and short time loans what are you waiting for asap why don't you try Mr. Anthony Lucas Loan home and be free from debts Our company has recorded a lot of breakthroughs in the provision of first class financial services to our clients, especially in the area of Loan syndication and capital provision for individuals and companies.

Corporate banks provide financial services to clients with turnovers between # 25 million and # 1.5 billion.

For a career in accountancy, you may be looking to work within a company's finance department or provide financial services to clients.

His / her job description involves managing his / her bank's operations team to deliver effective financial services to clients.

• Provide full range of financial services to clients based on evaluation of their financial needs • Devise and implement strategies to enhance loan selling • Fulfill daily, weekly and monthly sale targets and referral goals • Maintain highest standards of customer services, personal banking and SAFE mortgage Licensing requirements • Identify cross-sell opportunities and use the same proactively • Determine customer's financial needs and offer them with appropriate schemes and packages

Chicago, Baltimore, Miami About Blog Sterling Partners is a progressive UK firm of Chartered Accountants and Chartered Tax Advisers that provide a wide range of accounting, taxation and associated financial services to clients across the globe.

He started the business because he always had an entrepreneurial spirit and wanted to be able to offer complete insurance and financial services to his clients, many of them business owners themselves.

Our Commercial Investment Property Division is uniquely organized to provide a broad array of financial services to clients ranging from independent wealth to institutional clients.

The company offers permanent lending and comprehensive financial services to its clients.

Not exact matches

«The financial industry's response to the growing population of wealthy individuals should be to increase the availability of quality services, not force clients to choose between quality and affordability.»

«Being in the insurance and financial services industry, I'm always looking for ways to set myself apart, build my business and add value for my clients,» says Randy Rosler, a financial advisor with MetLife's Strategic Planning Group.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

Prior to this, Ranga was Head of the Domain Competency Group, where he led a group of industry consultants and worked with global financial services clients.

Morgan Stanley is hoping that a drastic cut in this kind of compensation will spur brokers to sell more products, such as mutual funds, loans and financial planning services, to those clients, according to several Morgan Stanley advisers.

Barbera knew that the clients he wanted, large financial - services firms, «needed to at least think that we were a «we.»»

Banks like Deutsche and the Spanish BBVA use Salesforce's financial services cloud, built specifically for the banking industry, to connect more seamlessly with clients, Benioff said.

An unintended consequence of the regulation is that it provided a boost to London's financial economy, as secondary share trading businesses set up in the capital to service clients across the EU, rather than being based locally or shares trading on national exchanges.

If you re-examine the results from the financial services firm's survey of productive sources of its clients, you'll see just where and how to allocate your resources and focus your energies.

Here are some very telling facts, drawn from thorough research done in 2011 by an outside, objective team of analysts for a multimillion - dollar producer in the financial services field who markets to modestly affluent to very affluent boomer and senior clients.

He provides personalized, full - service financial and retirement planning to individual and corporate clients.

The Canadian Bankers Association said Tuesday Canada's banks are client - focused with a commitment to high ethical standards and complying with the law when providing products and services to help customers meet their financial goals.

I used to work for a large financial services consulting firm, and the goal for our business development people was always to reach the decision makers at the companies where we wanted to find new clients.

«Sometimes clients of mine who are entrepreneurs tell me they want to invest in the stock market,» notes Jeff J. Saccacio, the West Coast partner in charge of personal financial services in the Los Angeles office of accounting firm Coopers & Lybrand LLP.

When certified financial planner Sean Burgess began offering investment management services to his clients six months ago, he turned to an asset manager that some of his peers consider direct competition: a robo - advisor.

Comments received by the Department and media reports also indicate that many financial institutions already had completed or largely completed work to establish policies and procedures necessary to make the business structure and practice shifts required by the Impartial Conduct Standards earlier this year (e.g., drafting and implementing training for staff, drafting client correspondence and explanations of revised product and service offerings, negotiating changes to agreements with product manufacturers as part of their approach to compliance with the PTEs, changing employee and agent compensation structures, and designing conflict - free product offerings), and the Department believes that financial institutions may use this compliance infrastructure to ensure that they meet the Impartial Conduct Standards after taking the additional Start Printed Page 16910sixty days for an orderly transition between June 9, 2017, and January 1, 2018.

We provide a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high - net - worth individuals.

Will is passionate about establishing and growing digital financial services businesses that make a difference to customer's lives; at FINkit Will is accountable for Agile led delivery, operations and client readiness.

Focused on financings and financial advisory for life sciences, medical technology and health care services companies our health care team have developed industry contacts which are leveraged to result in flawless execution and long - term client support.

The «Elder Investment Fraud and Financial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance aFinancial Exploitation Prevention Program» (EIFFE Prevention Program) educates healthcare and legal professionals to recognize when their older patients and clients may be vulnerable to or victims of financial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance afinancial abuse, particularly those patients with mild cognitive impairment, and then to refer these at - risk patients to State Securities Regulators, local adult protective services professionals or for further screening and assistance as needed.

We wish to extend our sincerest thanks to our asset management clients for the trust they place in us, and we look forward to continuing to provide them with superior asset management and financial services.

In this role, he is charged with increasing TDAI's participation and voice in the financial services industry, and identifying key issues of importance to TDAI and their advisor clients.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Prior to joining City Capital, David was an Investment Banking Analyst at BB&T Capital Markets in the Aerospace, Defense & Government Services Group focusing on providing financial and strategic analysis, valuation, industry research, due diligence and preparation of comprehensive client marketing materials.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

Clients are in need of convincing since roughly two - thirds of investors don't trust the financial services industry to act in their best interest.

A privately held company founded in 1922, Edward Jones prides itself on providing top - notch personalized service to its clients to assist them in achieving both their short - term and long - term financial goals.

Edward Jones prides themselves on providing top - notch personalized service to their clients to assist them in achieving their short - term and long - term financial goals.

«Blockchain Technology could transform the financial industry and help to create new and improved financial services for clients.

Today, the most crucial data relates to consumer - and client - facing transactions held by retail, financial services and healthcare firms.

The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC.

Personal Capital, which offers a hybrid model combining online services with financial advisors, targets high net worth individuals and FutureAdvisor's average client is a Gen Xer, according to market researcher Aite Group.