Toledano Investments, LLC

First Citizens BancShares, Inc. (NASDAQ: FCNCA), a top 20 U.S. financial institution with more than $200 billion in assets and a member of the Fortune 500TM, is the financial holding company for First-Citizens Bank & Trust Company ("First Citizens Bank"). Headquartered in Raleigh, N.C., First Citizens Bank has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of branches and offices nationwide; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; personalized service and resources to help grow and manage wealth; and a nationwide direct bank. Discover more at firstcitizens.com.

The Finance Couple is a full-service financial planning and asset management firm based in Greenville, SC. With over 40 years of combined experience, this husband and wife team specializes in retirement planning for individuals over the age of 50, offering a common sense approach and personalized strategies. As fiduciaries and independent advisors, they prioritize their clients' interests and provide comprehensive wealth management services, including financial planning, estate tax planning, and retirement strategies. With their expertise and Certified Financial Planner (CFP) credentials, The Finance Couple offers a process-driven approach to help clients achieve their financial goals.Generated from the website

Means Wealth Management is a full service financial consulting firm. They handle wealth management, retirement planning, institutional asset management, and more. Experienced financial consultants.