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Citadel offers banking, and retirement and wealth management. Citadel provides services to more than 200,000 customers. As of 2020, it was the fourth largest credit union in Pennsylvania. [1] It is the second largest credit union in the Greater Philadelphia area. [1]
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
Exton lies at the intersection of U.S. Route 30 (formerly the Lancaster Road, and later the Lincoln Highway) and Pennsylvania Route 100 (Pottstown Pike). Beginning in the late 18th century, the Lancaster Road became a major transportation route between Philadelphia and the west, while what is now Route 100 was a regional north–south route to Pottstown.
Wealthfront was founded by Benchmark co-founder Andy Rachleff together with Dan Carroll in 2008 as kaChing, a mutual fund analysis company, before pivoting into wealth management. [9] [7] [5] [10] Rachleff was the firm's founding CEO. [10] In December 2012, the firm started tax-loss harvesting for accounts of more than $100,000. [11] [12]
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West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. Founded in 1923 by Herman O. West and J.R. Wike of Philadelphia, the company is headquartered in Exton, Pennsylvania.
Axa XL is an American subsidiary of global insurance and reinsurance company Axa.It is headquartered in Stamford, Connecticut, domiciled in Hamilton, Bermuda, and has more than 100 offices on 6 continents.