Goldman Sachs
Other
M&A advisory for selling Poppi
"You have to have a banker and bankers have done this. So get a good banker, get good rep. We had Goldman Sachs with Poppi and I built a great relationship with them."
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Merrill Lynch
Other
Wealth management, muni bond investing, brokerage relationship that supports real estate loan approvals
"My relationship with Merrill Lynch is yes, I'm mostly in tax-free muni bonds. That's where I like to be because it's safe and I can borrow against it and it's tax-free. I let them play with, but they've turned out good — I think it went from 10 to 25 in a c..."
Raymond James
Other
"I worked with Raymond James who I love and I would just forward it to them and they told me when it was time."
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Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.
Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.