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View Pilot Financial's top competitors like AXIUS Financial, Duncan Financial Group, and Signature Estate & Investment Advisors, LLC.

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations. We are held to a fiduciary standard with your best interests in mind. Our team of experienced professionals addresses your unique goals and objectives with a customized investment, estate or financial plan. Our commitment to successful wealth management is built upon deeply-rooted and meaningful client relationships, along with a commitment to assist: GROW,* protect and preserve your legacy through comprehensive and ongoing wealth management services TAILOR each investment management portfolio to service your individual needs CONDUCT business with integrity according to high ethical standards MAINTAIN your long-term goals and objectives as the absolute priority PURSUE the highest levels of academic degrees and professional accreditation AFFIRM our commitment to the philanthropic needs of the local communities in which we live and work *Growth is not guaranteed. Investing involves risk, and the value of your investments may gain or lose money. Securities offered through Signature Estate Securities LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. SEIA and Signature Estate Securities LLC are not affiliated with LinkedIn and are not responsible for LinkedIn’s privacy or security policies. To review our entire Social Media Disclaimer and additional disclosure information, please visit https://www.seia.com/disclosures
Los Angeles, California, US
Private
$77.3M Revenue
https://www.seia.com
240 Employees
Duncan Financial Group
Headquartered in Irwin, Pennsylvania – We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 40 years, our diversified professionals get to know the needs of every client to deliver award-winning service. Built on a solid foundation, our relationships last for generations. We understand the skills and strategies that are necessary to help clients achieve their financial goals. Our experienced professionals know how to make the right moves when faced with the challenges of choosing the most suitable insurance products and financial services. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Duncan Financial Group, LLC, and its subsidiaries are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Duncan Financial Group 311 Main Street Irwin, PA 15642
Irwin, Pennsylvania, US
Private
$56.2M Revenue
http://www.duncangrp.com
112 Employees
AXIUS Financial
AXIUS Financial is an all-inclusive financial services firm that is committed to assisting our clients in the pursuit of their financial goals through first-class, personalized service. The difference is our holistic, big-picture approach to help you organize and prioritize your financial situation. Wherever you are in life, count on AXIUS to help achieve your financial goals – and help fulfill your dreams. Together, we will help you realize the financial growth and stability you desire. *Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and AXIUS Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI AND WY. No offers may be made or accepted from any resident outside the specific states referenced. ** Kansas City Life offers both disability and longterm care insurance through Disability Resource Group Inc, American Independent Marketing (AIM) and GoldenCare USA.
Saint Charles, Missouri, US
Private
$22.2M Revenue
http://www.axiusfinancial.com
20 Employees

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