Sentences with phrase «serving the financial needs of»

Wells Fargo has declined to comment, though a spokesperson for the company told Fortune that the bank «is honored to serve the financial needs of military servicemembers and veterans, and we take very seriously our responsibilities under the Servicemembers Civil Relief Act.»

He prides himself on serving the financial needs of clients and assisting them in reaching their long - term financial goals.

Originally founded to serve the financial needs of US immigrants in the early 1900s, Bank of America is one of today's largest multinational banks — and a top - ten credit card issuer.

ReliaStar Life Insurance Company is a Voya Financial company, which has rebranded from ING U.S. Voya is composed of premier retirement, investment and insurance companies serving the financial needs of approximately 13 million individual and institutional customers in the U.S..

Not exact matches

The high level of service you've come to expect should not change, and the same group of experts should continue to serve you for all of your wealth management and financial planning needs.

And the information that they'll need will not only cover the basics but also emphasize «more relationship - oriented and life - stage topics than bottom - line transactions,» says Liz Davidson, founder and CEO of Financial Finesse, a company in San Francisco that's dedicated to serving women's investment needs.

«We know that in order to address the range of financial needs within all of our communities, we need to support and work with the ecosystem of organizations that serve small businesses,» said Jon Campbell, executive vice president, government and community relations for Wells Fargo.

Aprio is also now a payroll provider, enabling us to serve as a single - source partner for all of your financial, payroll and HR service needs.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

Prior to joining Triangle Peak, Scott was the chief financial officer for Abingdon Capital Management, a McLean, Virginia - based hedge fund serving the investment needs of institutions and high net worth individuals.

«This project will address the financial needs of the «missing middle,» the segment not served by banks or microfinance institutions.

The increased demand for XRP speaks to the market's understanding of the need for a fast and scalable asset that serves as a reliable liquidity tool for financial institutions through the product xRapid.

«Business Financial Services has grown rapidly over the last 11 years by effectively serving business owners whose working capital needs are not met by traditional funding sources,» said Marc Glazer, CEO and co-founder of the Company.

The NAIC serves the needs of consumers and the industry, with an overriding objective of supporting state insurance regulators as they protect consumers and maintain the financial stability of the insurance marketplace.

Our areas of expertise are in Investment Banking, Wealth Management and Corporate Advisory and we serve a wide range of clients, including high net worth individuals, family offices and small to medium sized regional businesses.We are valued by clients across the Middle East for our full spectrum capital markets offerings and for the extensive, global experience of our Board and the management team.We are respected for our commitment to building long - standing and successful relationships with our clients and for delivering services that are tailored to their individual needs and requirements.We understand the importance of integrity in promoting and building sustainable businesses and in cultivating personal relationships with all stakeholders, and are committed to generating value for our clients.Morgan Gatsby is regulated by the Dubai Financial Services Authority («DFSA») and is owned by Essel Group ME («EGME»), which is pending authorization.

But he says the new products will serve the needs of another market — individuals who do not want or need, or who can not afford, the services of financial planner.

We have been unwilling to place our financial need ahead of the religious needs of the audiences we serve.

Because of its strong independent financial position, Pier Fish says that it was able to purchase whatever fish it needed to serve its traditional customer base.

Through no fault of FSDs, the National School Lunch Program, as it is currently conceived, often directly pits their legitimate financial concerns against the nutritional needs of the children they serve.

Modest improvements in the financial condition of some of New York's public schools are not keeping pace with growing needs among the students they serve, warns a new report released today by the New York State Council of School Superintendents.

«I wish there will be a law that will state that before an actor or actress receives his or her pay, there will be some amount of money that will be deducted as tax or contribution to SSNIT so that it will serve as financial support in case they go on pension or when they need some health assistance.

Summarizing these sessions, Campbell Warden of the European Association of Research Managers and Administrators said that young scientists need to hone «portable skills» such as financial literacy and communication skills that will serve them in any field.

About Blog Our mission is to go beyond providing the continuing professional education (CPE) credits that CPAs and other professionals must earn to maintain their professional credentials; instead we aim to serve as the most reliable and trustworthy source of the practical and timely information CPAs, EAs, and other tax and financial professionals need to excel professionally.

Annex is a fast - growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.

About Blog Our mission is to go beyond providing the continuing professional education (CPE) credits that CPAs and other professionals must earn to maintain their professional credentials; instead we aim to serve as the most reliable and trustworthy source of the practical and timely information CPAs, EAs, and other tax and financial professionals need to excel professionally.

All of these strategies establish an important and unambiguous principle: teacher education exists to serve the needs of Pre-K — 12 schools and public financial support should depend on its ability to do so.

The average debt - to - income ratio for 17 - 24 year olds now stands at nearly 70 % and serves as a stark reminder of the need for improved financial education for young people in the UK.

Strategies such as these, Walsh writes, «establish an important and unambiguous principle: teacher education exists to serve the needs of Pre-K — 12 schools and public financial support should depend on its ability to do so.»

Charter Schools Development Corporation is a 501 (c)(3) non-profit corporation and Community Development Financial Institution (CDFI) focused exclusively on the facility and financing needs of charter school organizations, and specializes in assisting new schools, schools serving predominately low income students, and schools in communities with poor performing traditional schools.

Considering that the home district is responsible for paying all of the costs associated with providing needed services to special education students in charter schools, the schools aren't discriminating against students with disabilities because of financial reasons, they simply refuse to provide educational opportunities to any students that don't fit the «profile» they wish to serve.

The Office of Federal Lands Highway provides financial resources and transportation engineering assistance for public roads that serve the transportation needs of Federal and Tribal lands.

Our team of auto loan experts are committed to serving your needs, knowing that this means understanding each of your financial requirements.

While they are not mandated to do good works, as banks are, by the Community Reinvestment Act, credit unions serve their communities to strengthen the connection with members and improve the quality of life for those in need of financial services.

In a blog, Dave Ramsey, the financial guru, highlighted the advantages of selling your current house and downsizing into a smaller home that better serves your current needs.

WHY WE LIKE IT: The book really serves as a one - stop guide and roadmap that all Canadians — regardless of how much you know about money — can consult to learn their options when it comes to securing their financial future and deciding what financial advice they need.

And, based on your financial needs and goals, as well as your tolerance of risk, you may be better served by one of these products than by the other.

Consider your financial needs and goals, as well as your tolerance of risk, to determine which type of annuity better serves you.

However, if you only need financial coverage for a particular period of time, you would probably be better served buying a term life insurance policy with an additional insured rider.

Community Reinvestment Act (CRA) was enacted by Congress in 1977 to encourage financial institutions to meet the credit needs of the entire communities they serve, including low and moderate income areas.

HomeBridge Financial Services serves the lending needs of home buyers, real estate professionals and builders across the country.

Yes, but not as important as the financial needs of the clients that they serve.

To serve as a mortgage broker in Oakville, one needs a license from the Financial Services Commission of Ontario (FSCO).

Today, we serve as the financial institution for over 100,000 members; we continue to provide sound savings programs, interest - earning checking accounts, competitive loan options, and a variety of other convenient services tailored to fit our members» needs.

Preferred Credit Union is a full service financial institution helping to serve the needs of those who work and live in our community.

At Auto Loan Solutions, our trusted team of auto loan specialists work in unison to ensure that you get approved for the best possible car loan to serve your financial needs.

Founded in 1991, Eli Global is a privately held consortium of more than 50 independent businesses that serve the needs of its clients in industries such as insurance, financial services, health care services, revenue cycle management, information technology, marketing and sales, publishing, distribution, market research, and business information.

Arrowhead Credit Union — From a start up more than six decades ago serving only San Bernardino county employees, this non-profit financial institution has grown to serve the needs of many individuals in both San Bernardino and Riverside counties.

In order to serve the needs of the beneficiary of a RDSP, it is important that any financial assistance (RDSP, Trusts, Estate, Insurance policies, etc) be spread out as even as possible over their lifetime.

He also served on a City of San Jose committee establishing a voucher system to provide feline sterilization procedures for people with financial need.

About Blog Our mission is to go beyond providing the continuing professional education (CPE) credits that CPAs and other professionals must earn to maintain their professional credentials; instead we aim to serve as the most reliable and trustworthy source of the practical and timely information CPAs, EAs, and other tax and financial professionals need to excel professionally.