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Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [2] Putnam is currently a subsidiary of Franklin Templeton ...
Empower was created in 1891, when parent company Great-West Lifeco was founded as an insurance provider on the Canadian prairie. [1] After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial ...
www.cetera.com. Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...
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The bank was established in 1871 in Brewster, New York as the Putnam County Savings Bank. [2] In April 2015, the bank acquired CMS Bancorp. [3] In October 2015, the bank changed its name to PCSB Bank. [2] In April 2017, the company converted itself from a mutual organization to a joint-stock company and became a public company via an initial ...
Centreville Bank is a state chartered bank based in West Warwick, Rhode Island. It operates 9 branches in the Rhode Island cities of Coventry, Cranston, East Greenwich, Narragansett, North Kingstown, West Greenwich, Warwick and West Warwick, [1][2] as well as a Loan Production Office in Providence. After the acquisition of Putnam Bank in 2020 ...
Website. napfa.org. National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect ...