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  2. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.

  3. JM Family Enterprises - Wikipedia

    en.wikipedia.org/wiki/JM_Family_Enterprises

    Founded in 1968 by James M. (Jim) Moran, JM Family has grown from a core distribution business importing Japanese cars into a diversified automotive corporation whose principal businesses focus on vehicle distribution and processing, financial services, finance and insurance products, retail sales and dealer technology products and services.

  4. First Command Financial Services - Wikipedia

    en.wikipedia.org/wiki/First_Command_Financial...

    As of December 31, 2019, First Command had 178 offices worldwide, with 487 Financial Advisors serving 280,173 client families with $30.0 billion in managed accounts and mutual funds, and $60.2 billion in life insurance coverage in force. 84 percent of First Command’s Financial Advisors were veterans or military spouses, and 74% of client ...

  5. How to build a family financial plan - AOL

    www.aol.com/finance/build-family-financial-plan...

    “Building a family financial plan is an important step towards achieving your financial goals and ensuring the well-being of your family’s finances,” says Jordan Mangaliman, CEO of Goldline ...

  6. Raymond James Financial - Wikipedia

    en.wikipedia.org/wiki/Raymond_James_Financial

    Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.

  7. GreatAmerica Financial Services - Wikipedia

    en.wikipedia.org/.../GreatAmerica_Financial_Services

    GreatAmerica is the largest independent, family-owned national commercial equipment finance company in the U.S. [3] and is dedicated to helping manufacturers, vendors, and dealers be more successful and keep their customers for a lifetime. A $3 billion company with life-to-date finance originations of $16.9 billion in the office equipment ...

  8. American Family Insurance - Wikipedia

    en.wikipedia.org/wiki/American_Family_Insurance

    American Family Insurance, also abbreviated as AmFam, is an American private mutual company that focuses on property, casualty, and auto insurance, and also offers commercial insurance, life, health, and homeowners coverage as well as investment and retirement-planning products.

  9. American Association of Franchisees and Dealers - Wikipedia

    en.wikipedia.org/wiki/American_Association_of...

    In the United States, franchising is regulated by a complex web consisting of the Federal Trade Commission Franchise Rule, state laws, and industry guidelines. [5] The most recent version of the Franchise Rule was in 2007, is printed in the Federal Register / Vol. 72, No. 61 / Friday, March 30, 2007 / Rules and Regulations, pages 15544 to 15575.