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Charles Schwab Corp

Charles Schwab Corp. functions as a banking and brokerage company with its base in San Francisco, California. It operates mainly in the U.S. but has stations in London and Puerto Rico. It was founded by Charles “Chuck” Schwab in 1971 under the name First Commander Corporation. It was declared to be among the best in Banking Services in 2012 and Retirement Services in 2014, according to the Online Broker Review.

Its main services are banking, wealth management, investing, and trading. Under banking services are those involving saving accounts, home loans, and checking accounts. Wealth management offers are portfolio management, planning, and financial consulting. The company provides assistance with investments through investment guidance, portfolio management and evaluation, IRAs and other investment methods. The company’s brokerage business allows clients to trade stocks, ETFs and other exchangeable assets.


Ameriprise Financial

Ameriprise Financial is an America financial holding company established in 1983. The company headquarters is in Minneapolis, Minnesota. It allocates services for asset and wealth management, annuities, financial protection, and corporate affairs. Financial advisors are available for individuals and companies. Its Threadneedle branch offers international investment services and products while the Columbia Management branch manages transactions in America.

Its RiverSource Life Companies branch handles annuities for retail clients. Life insurance, property-casualty insurance, disability and income insurance are some of the available offers in their Protection segment. It provides assistance with life events such as new baby, college education, marriage, divorce, estate planning, home buying, investment planning, business ownership, job transition or loss, home downsizing, long-term health care, and retirement. Different kinds of investments are also offered by this company.


Ally Financial

Ally Financial is a global bank holding corporation which is headquartered in Michigan. It was previously named as GMAC or General Motors Acceptance Corporation. The bank’s accomplishments include being mentioned as the best online bank for three consecutive years by Money magazine, having around 800,000 clients, and maintaining a customer satisfaction score above 90%. Its businesses include corporate financing, auto financing, dealership, and online banking.

The corporate finance branch provides target market services, financing needs assistance, and various loans. Auto dealer services include ally dealer rewards, ally blueprint for dealer growth program, etc. Protection products include inventory insurance, property & casualty insurance, vehicle insurance, service and maintenance contracts, and more. It offers mobile banking, savings and CDs, IRAs, ATM service, and checking accounts.


American Express

American Express Company is a multinational banking and travel corporation. Its main branch is in Manhattan, New York City. The company operates in 40 countries. Founded in 1850, it belongs to the group of the oldest banks in America. American Express is widely known for its credit cards, which makes up close to a quarter of all credit card transactions in America.

Services include direct mail and online applications, direct response advertising, targeted sales forces, corporate management solutions, card programs, payment processing, etc. Its global business travel segment gives investment solutions via offline and online methods and mobile apps. It also includes travel planning, travelers insurance and cheques, and global assistance. The Global Network & Merchant services branch is for global payment processing, product sails, marketing programs, and more.


SunTrust Banks

SunTrust Banks is a holding company operating in the United States. It serves in the Southeast portion of America. It was set up in 1985, but its predecessor, the Trust Company of Georgia, was established in 1891. The original corporation merged with Sunbanks, Inc. that was founded in 1934. Their 1985 merger resulted in the creation of Sun Bank in Florida and Trust Company in Georgia.

It was only in 1995 when the company acquired its current name, SunTrust Banks. It acquisited some companies like the Robinson-Humphrey Company and the National Commerce Financial Corporation. Its online banking services include personal finance software, online payments and transfers, and TurboTax. It also provides mobile banking. It provides a range of credit and prepaid card services. Loans are likewise available for autos, homes, motorcycles, education, and medical care. Retirement plans and services can be purchased from this bank.



The BB&T (Branch Banking and Trust) Corporation is considered to be one of the largest US holding companies in terms of market capitalization and assets. It is based in North Carolina and operates close to two thousand centers in 12 American states. Currently belonging to the group of Fortune 500 companies, its history traces back to the year 1872.

It has survived both world wars and merged with several banks to achieve its status today. It offers a comprehensive range of services for individual clients and businesses. Advisory services can be requested for banking, strategic credit, risk management, investment, trust & estate services, and other concerns. Companies can be assisted with insurance for various aspects of the business such as employee benefits, commercial property and liability, business planning, transportation, claims consulting, risk control, and more. Clients can avail of banking accounts, cards, and other convenient banking methods


Principal Financial Group

The Principal Financial Group is a multinational investment company with its main office in Iowa. It is listed among the Fortune 500 companies with nearly $500 billion in assets. Aside from being widespread in America, they have branches in numerous countries within Latin America, Australia, Asia, and Europe.

The company originated in 1879 under the name Bankers Life Association. It provides products for individuals, businesses, and financial professionals. In the U.S., they offer life insurance of various types. Retirement products include investment options, multiple retirement plans, and employee stock ownership plans, to name a few. They offer group insurance for disability, vision, critical illness, dental health, and life. Owner and key employee solutions involve income and business protection, business exit planning, estate planning, and retirement income.


TD Bank Company

TD Bank Company or Toronto-Dominion Bank is a global financial and banking services company based in Toronto, Canada. Aside from serving its host country, it also has operations in Europe and the United States. Its U.S. Personal and Commercial Banking segment handles commercial and retail banking transactions done in America.

It has several branches such as the U.S. Personal and Commercial Banking, Canadian Personal and Commercial Banking, Wholesale Banking, and Wealth and Insurance. It helps businesses with their finances, banking requirements, investments, cash management, international trading affairs, and other concerns. It provides credit cards, a range of insurance products, underwriting services, advice on acquisitions, and assistance for other company and financial matters. In Canada, the available services are: auto finance, trust, commercial banking, wealth management, and insurance. Direct investing is for the U.K. In the U.S., services for auto finance, Ameritrade, wealth management, and securities are available.


State Street Corporation

State Street Corporation is a long-running holding company based in the United States. Its establishment dates back to 1792 and it is among the oldest banks in America. With headquarters in Boston, the company operates in 25 countries. Its main partitions are the Commercial Real Estate branch and the Institutional branch. Its capabilities are the following: investment operations and analytics, custody, accounting, fund administration, and accounting.

Industry services include banks, government entities, insurance companies, wealth managers, pension plans, collective funds, and alternative investment funds. They offer market-driven solutions involving ETF services, collateral and derivatives, insurance products, information delivery, and risk services. Their investment servicing and management provides for mutual funds, collective investment funds, investment pools, custody, accounting, foreign exchange, securities financing, loans financing, financial assets management, and more



HSBC North America Holdings is the North American segment of HSBC Holdings, Inc. The bank’s main location is in London but it has branches in America, Canada, the Middle East, North Africa, Asia, and Europe. HSBC’s operations span 80 countries and nearly 7,000 offices. During the year 2012, it is the largest bank in the world in terms of assets. Right now, its assets reach almost $3 trillion while their clients are estimated to be at 60 million.

HSB North America Holdings in particular is in New York. Its services include banking, lending, investing, retiring, and insurance. They allow international banking transactions such as opening accounts in other countries, global money transfers, international mortgages and relocations. Their loaning services include credit card loans and home loans. Financial advisors may be hired for assistance regarding financial reviews, investment matters, and other related concerns.