Merrill Lynch Wealth Management

Founded in 1964, Resource Dealer Group deals in automotive warranty business. The company provides branded and private-label insurance and noninsurance products through its automotive dealerships and dealership consolidators, vehicle distributors, manufacturers, and maintenance and repair centers. It also offers products and programs through financial institutions, Internet and alternative distribution channels. Located in Dallas, Resource Dealer Group is a subsidiary of The Warranty Group, one of the leading providers of extended service plans, with operations in more than 30 countries. The holding company offers underwriting, claims administration, and compliance and marketing expertise. The Warranty Group provides solutions for manufacturers, distributors and retailers of consumer goods, including autos, homes, consumer electronics and appliances.

Securities America is a financial services firm based in Chicago, IL, specializing in investment advisory and brokerage services for individual and institutional clients. With a focus on personalized financial planning and investment strategies, Securities America aims to help clients achieve their long-term financial goals through a range of tailored services and products. Generated from their business information

Rothschild Wealth Partners is a financial services firm that specializes in personalized wealth management for affluent individuals, families, and businesses. They focus on providing comprehensive financial planning, investment management, estate and philanthropic planning, customized insurance solutions, and multi-family office services. The firm emphasizes a client-centric approach, offering tailored strategies that adapt to life's changes. Rothschild also offers business solutions such as corporate retirement planning, employee stock ownership plans, and succession planning. Their holistic services aim to help clients organize, grow, and protect their wealth across generations.