Alpine Equity Trust

For more than 100 years, The OPUS Advisory Group is a provider of a variety of financial advisory services that provides various relates services. Based in Purchase, N.Y., the firm has expertise in wealth and benefit management. The company offers its vast customer base an array of services that include investment advisory, retirement planning, distribution planning, estate planning and many more. The OPUS Advisory Group has associations with different sectors, including legal, accounting, mortgage specialists, property and casualty insurance, actuaries, trust companies, etc.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Concierge Retirement Services, formerly known as Madison Pension, is a premier benefits consulting firm located in Purchase, NY, serving small and mid-sized companies in the Tri-State area. Led by President David Gensler, the company is dedicated to providing comprehensive retirement plan solutions tailored to meet the unique needs of each client. With a focus on core values of care and personalized service, Concierge Retirement Services offers expertise in defined contribution and defined benefit plans, aiming to simplify the retirement planning process for businesses seeking tax deductions, employee retention, and efficient plan administration.Generated from the website