| Subcribe via RSS

LPL Financial

July 2nd, 2009 | Comments Off | Posted in 123triad

LPL Financial was founded with a pioneering visionto help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 12,000 financial advisors nationwide. They are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies. Providing Americans with investment advice has never been more important than now. At LPL Financial, they help financial professionals manage the complexities of running successful organizations by providing their customers with access to: Leading-edge tools and technology, Independent investment research, Dedicated service and training , Open product architecture offering investment solutions.

As a diversified financial services company, they serve three distinct customer groups. Independent Advisor Services meets the needs of advisors at every stage of their careers. Institution Services focuses on the needs of banks and credit unions. Custom Clearing Services works with leading financial services companies.By tailoring our programs and services to the unique needs of their customers, they help them to stay focused on their core areas of expertise, while enabling them to provide outstanding service and strategies to their clients. Being 100% committed to the success of the financial professionals we serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country, with headquarters in Boston, Charlotte, and San Diego.

For more information, please visit http://lplfinancial.lpl.com

Tags:

Essex Financial Services, Inc

July 1st, 2009 | Comments Off | Posted in 123triad

Essex Financial Services is a full service independent provider of financial products and services with in excess of $1.7 billion in assets under management. They are financial planners and advisors to more than 750 individuals and businesses in Connecticut and across the U.S. Known regionally and throughout the industry, we have distinguished ourselves by providing exemplary levels of personalized service. As a subsidiary of Essex Savings Bank, an institution founded in 1851 to serve the residents and merchants of the Connecticut River valley, Essex Financial Services provides a full complement of financial products and services.

Their clients financial well-being is our foremost objective. Markets may rise and fall and financial demands ebb and flow, but at Essex Financial Services, these principles remain constant: they believe that all clients regardless of earnings or asset size deserve our full attention and most rigorous efforts.They earn and keep the trust of their clients. They offer knowledge, service and independent advice. They listen well and communicate openly and clearly. They consistently deliver financial products and services of the highest quality. Todays complex financial markets can test the skills of even the most seasoned investor. Navigating volatile markets with the analytical acumen to protect and strengthen assets is an ongoing and increasingly difficult challenge.

For more information, please visit http://essexfinancialservices.com

Tags:

Cardinal Bank

June 30th, 2009 | Comments Off | Posted in 123triad

Cardinal Financial Corporation is one of the largest financial institutions headquartered in Northern Virginia and the Commonwealth of Virginia. Cardinal’s business units include Cardinal Bank, George Mason Mortgage, Cardinal First Mortgage, Cardinal Trust and Investment Services, Cardinal Wealth Services, and Wilson/Bennett Capital Management. Cardinal Bank, with 25 conveniently located banking centers in Virginia, Maryland, and the District of Columbia, is committed to being a best-in-class provider of personal and business services. Cardinal’s professional approach is built on understanding the financial needs of their customers and providing solutions that set us apart from our competitors.

In a consolidating financial services environment, Cardinal delivers a distinctive, consistent, and memorable superior client experience that combines a blend of value, convenience and personal service. Providing superior, personal service is a way of life for Cardinal Bank. They believe their customers deserve nothing less and should expect nothing less. They are particularly suited to providing exceptional banking service to medium-size to small-size businesses, professionals, families and individuals. Cardinal Bankers are knowledgeable professionals who are pro-active about meeting their customers’ needs. In order to achieve their commitment to personal service, Cardinal Bank offers leading edge financial solutions, including: Loans of just about every description, individually tailored for business and real estate needs. They include lines of credit, term loans, SBA loans, letters of credit, construction loans, mortgages, and corporate credit cards.

For more information, please visit https://www.cardinalbank.com

Tags:

Los Alamos National Bank

June 29th, 2009 | Comments Off | Posted in 123triad

Los Alamos National Bank (LANB) was established in June of 1963 by a group of local investors who saw the need for a convenient, full service community bank. Now one of the largest and strongest banks in New Mexico, LANB continues to be locally owned and operated by Trinity Capital Corporation, a one-bank holding company for Los Alamos National Bank. Their corporate Directors have lived and worked in the Los Alamos and Santa Fe areas for many years, so they know the needs and aspirations of the people who live here. They are committed to their community and to those activities that foster a better quality of life in Los Alamos, Santa Fe and the surrounding areas.

Their goal is to provide individuals with the best financial products available, combined with superior customer service. Los Alamos National Bank offers a full complement of financial services for small and large businesses, from checking accounts to loans to financial planning assistance. Locally owned and operated, LANB takes an active interest in the financial health of the communities they serve. LANB will serve as executor of a last will and testament, trustee of revocable, irrevocable, and charitable trusts, financial agent under a power of attorney, and as court appointed conservator for an incapacitated individual. In each of these capacities, they perform their duties with the level of skill, attention to detail, efficiency, and concern with confidentiality which you deserve from a professional fiduciary.

For more information, please visit http://www.lanb.com

Tags:

Dah Sing Group

June 28th, 2009 | Comments Off | Posted in 123triad

The Dah Sing Group is a leading financial services group in Hong Kong, active in the banking and insurance business. The Dah Sing Group consists of two listed companies, Dah Sing Financial Holdings Limited (”DSFH”), which has been listed on the Hong Kong Stock Exchange since 1987, and Dah Sing Banking Group Limited (”DSBG”), which has been listed on the Hong Kong Stock Exchange since 2004. The Dah Sing Group has gained a reputation as one of the most progressive and innovative financial services groups. Key to its success is the strength of the Dah Sing management team and the group’s commitment to serving its customers. DSFH is the holding company for the group’s life and general insurance business, as well as the majority shareholder in DSBG.

DSBG has three banking subsidiaries (Dah Sing Bank, MEVAS Bank and Banco Comercial de Macau), and a securities trading company, as well as an offshore joint venture private banking business with SG Hambros Bank. Dah Sing VIP Banking offers you with comperhensive wealth management solutions which cater for your financial and protection needs. Dah Sing Bank understands the importance of wealth management and your need of capital appreciation. Based on your needs, we customize a total solution to meet your financial goals. They offer a wide array of wealth management services ranging from Investment Funds, Structured Products, Securities Services, FX Margin, Retail Notes, Insurance Services, etc, all with an aim to maximize your capital return.

For more information, please visit http://www.dahsing.com Tags:

Standard Life

June 27th, 2009 | Comments Off | Posted in 123triad

Standard Life is a major asset managing company headquartered in Edinburgh and operating across the globe. Established in 1825, Standard Life provides life assurance and pensions, investment management, banking and healthcare insurance products to over 6.5 million customers worldwide. Inspired by life, they provide meaningful solutions, flexibility and support to build our customers’ confidence in their future wealth and wellbeing. Their Standard Life operates in the United Kingdom, Europe, North America and Asia Pacific, and globally with Standard Life Investments. Standard Life is a major asset managing company headquartered in Edinburgh and operating across the globe. Established in 1825, Standard Life provides life assurance and pensions, investment management, banking and healthcare insurance products to over 6.5 million customers worldwide.

The Group has around 10,000 employees across the UK, Canada, Ireland, Germany, Austria, India, USA, Hong Kong and mainland China. Their mission is to build valuable customer relationships by helping customers grow and protect their assets. Their Vision is vision is to help their customers around the world feel confident about their future wealth and wellbeing. The Groups corporate governance framework supports Standard Life plcs application of all the main principles of good governance set out in the Combined Code to its organisational structure, its processes to appoint and remunerate Directors, its contact with shareholders and its financial reporting, internal control and assurance procedures.

For more information, please visit http://www.standardlife.co.uk

Tags:

Allianz

June 26th, 2009 | Comments Off | Posted in 123triad

The Allianz Group is one of the leading integrated financial services providers worldwide. With nearly 155,000 employees worldwide, the Allianz Group serves approximately 75 million customers in about 70 countries. On the insurance side, Allianz is the market leader in the German market and has a strong international presence. Allianz SE shares are traded on all German stock exchanges as well as in London, Zurich, Paris and Milan. Moreover Allianz became the first German financial services provider to have its shares listed on the New York Stock Exchange, where they have been trading in the form of American Depositary Receipts (ADR). 100 percent of the stock is free float. Economic Research & Corporate Development plans, directs and carries out macroeconomic and financial market research, as well as analysis of fundamental economic and business issues.

Their goal is to be the most trusted financial services company throughout the world. They intend to make even greater efforts to achieve their goal of becoming the most trusted global financial services provider. In their pursuit of this goal, they are guided by their fundamental principles and management priorities. They are convinced that they earn the trust of their customers and partners by offering the highest level of expertise, integrity and sustainability. They will continue to improve our capital management and significant economies of scale in investments by further strengthening our Allianz Investment Management unit (AIM) and our group reinsurance program. “Delivering the Best of Allianz” thus means resolute customer orientation and operational excellence supported by best practice transfer.

For more information, please visit http://www.allianz.com

Tags:

Bibby Financial Services

June 26th, 2009 | Comments Off | Posted in 123triad

Bibby Financial Services is wholly owned by the Bibby Line Group, a dynamic business to business services group. Family run and independent since day one, they’ve succeeded in the toughest of markets from shipping to distribution to financial services over the last two centuries. In 2007, the Bibby Line Group celebrated its bicentenary and 200 years of serving business. At Bibby Financial Services they provide receivables funding services for domestic and export receivables; if you sell to other business on credit terms of 60 days or less you should talk to them about how they could work with your business. They also provide purchase order financing complementary to their receivables facilities. They pride themselves on the flexibility of their funding solutions for their clients.

This means that you will not have wait lengthy periods of time for a lending decision, unlike many banks and asset-based lenders who leave you with inflexible solutions based solely on past history and not your current status. They understand how frustrating it is when your working capital is locked away in your business tied up in unpaid invoices or in vital plant and machinery. Then when you need it, you don’t have access to it. Bibby Financial Services can help you access the cash you want when you want it. Cash to bring your business plans to life; grab new opportunities; invest in new equipment or simply negotiate better terms with your suppliers.

For more information, please visit http://www.bibbyusa.com

Tags:

Schroders

June 25th, 2009 | Comments Off | Posted in 123triad

Schroders is a global asset management company with 103.1 billion (EUR 111.3 billion / $147.7 billion) under management as at 31 March 2009. Our clients include corporations, insurance companies, local and public authorities, charities, pension funds, high net worth individuals and retail investors. Their aim is to apply their specialist asset management skills in serving the needs of their clients worldwide and in delivering value to their shareholders. With one of the largest networks of offices of any dedicated asset management company and over 335 portfolio managers and analysts (as at 31 March 2009) covering the world’s investment markets, they offer their clients a comprehensive range of products and services.

Their breadth of product allows us to offer innovative solutions to meet the requirements of their clients. Their product capabilities can address different performance requirements within a variety of asset classes. These can be used either as independent portfolios or as part of a multi-asset product. Their ability to address the particular needs of individual clients is a core contributor to their success as a dedicated asset manager. Schroders core investment belief is that equity and bond markets are inefficient and that this can be exploited by an active manager - given the right resources and a disciplined, coherent approach. Schroders experienced portfolio managers take the research ideas which carry our highest conviction and, using proprietary tools, construct portfolios that maximise returns with the appropriate level and distribution of risk.

For more information, please visit http://www.schroders.com

Tags:

Highwood Financial Services

June 24th, 2009 | Comments Off | Posted in 123triad

You have found them because you are looking for sound, independent financial advice. As professional Independent Financial Advisers, they are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. They listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances. As Independent Financial Advisers they have access to a wide range of products and services available in the UK as opposed to a Tied Agent or Company Representative who may only advise and offer products from the company they represent.

This means that they are able to give you impartial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and their high-quality service. At Highwood Financial Services their aim to ensure that you have the best possible independent advice when planning your financial future. Throughout their website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning. Life assurance is more of a flexible friend than you may think.

For more information, please visit ttp://www.highwood.co.uk

Tags:
« Older Entries