Ajg Financial Service Inc

Wellington Management Company, founded in 1928 and headquartered in Boston, is one of the world's leading independent asset managers, overseeing approximately USD 1 trillion in client assets. The firm combines local knowledge with global expertise, providing a diverse range of investment solutions across multiple asset classes, including equity, fixed income, alternatives, and private investing. With a collaborative culture and an integrated approach to research and portfolio management, Wellington aims to address clients' evolving needs through innovative investment strategies. The company prides itself on its unique ownership model, which fosters depth and continuity in talent, allowing for a marketplace of ideas that enhances investment decision-making. Generated from the website

Kades Financial Inc. operates under TIAA Financial Services in Radnor, PA, providing personalized financial advisory services aimed at helping clients plan for lifelong income and achieve their financial goals. The firm specializes in various offerings, including retirement plans, IRAs, managed accounts, life insurance, and education savings plans through custom-tailored financial strategies. Guided by a team of specialists, advisors at Kades Financial work closely with clients to encompass their specific needs, wants, and aspirations, ensuring a comprehensive approach to financial well-being. They also assist in providing second opinions for clients' overall financial profiles, cultivating confidence across diverse financial arenas, regardless of whether assets reside at TIAA or elsewhere. Generated from the website

Pennsylvania Trust Company, established in 1986, offers a range of investment strategies to individuals, families, foundations, and companies at their Wayne, PA location on the Main Line. Their services include growth, fixed income, equity income, and social responsibility investments, as well as financial planning and tax assistance to meet the diverse needs of their clients. Generated from their available business information