Exeter Partners
provides investment, development, and management
of private equity real estate for institutions,
endowments, pension funds, and high net worth
clients. Headquartered in Scottsdale, AZ, Exeter
professionals are focused on generating quality
returns for their investors. Through our Principals’
relationships, experience, and commitment, Exeter
Partners continually identifies opportunities
to add value while minimizing risk, through
a combination of fundamental “Top-Down”
and “Bottom-Up” research-based investment
disciplines.
Marion Consulting,
Strategic Partner
Michael
Marion is the founder and President of Marion
Consulting which is currently celebrating
28 years of service. He has limited his practice
to focusing on Family Wealth Transfer, Philanthropic
Planning, Business Succession and Executive
Benefit needs of high net worth families and
successful closely held businesses.
Professional Credentials:
-
Chartered Life
Underwriter (CLU), 1984, The American College,
Bryn Mawr, Pennsylvania.
-
Chartered Financial Consultant
(ChFC), 1985,
The American College, Bryn Mawr, Pennsylvania
-
Certified Specialist in Planned
Giving (CSPG), 1997,
American Institute for Philanthropic Studies
at CSU, Long Beach
-
Registered Securities Representative,
National
Association of Securities Dealers, Inc.
(FINRA)
Amaden Gay
Agencies, Strategic Partner
For over 100 years
Amaden Gay has provided the East End with innovative
insurance solutions and unparalleled service.
Our staff of over twenty-five licensed insurance
agents brings years of experience to each and
every client. We have local expertise and knowledge
that is unmatched. Our Private Client Services
offer diverse and comprehensive products from
Chubb, AIG Private Client Group, and Firemen’s
Fund, providing the best products and services
available for high-net worth individuals. There
is simply no agency better able to assess and
manage the complex risk management needs of
your family. Amaden Gay's mission is to provide
the optimal insurance solution based on your
needs, and to ask the right questions in advance,
so you’re well protected.
Venture Pacific
Insurance , Strategic Partner
Venture
Pacific Insurance Services, Inc. was founded
in 1996 in Irvine, California. The owners of
Venture Pacific founded the agency on the principles
of a service first based approach. We feel that
in the ever-changing insurance marketplace,
the client needs to be represented by an agency
that has the ability to change with the times,
adjust to market fluctuations and handle market
volatility.
We are licensed in all fifty states individually
and have the ability to be international in
scope. We believe that in order to command loyalty
we must provide you with the highest level of
service and commitment the first time every
time!
Copyright
2007, Exeter Financial, LLC, All Rights Reserved