| Name | Title | Contact Details |
|---|
NCAL Bancorp is a Los Angeles, CA-based company in the Financial Services sector.
The First National Bank and Trust Co., Chickasha, Oklahoma is a Chickasha, OK-based company in the Financial Services sector.
Based in Bluffton, Ohio, Citizens National Bank (CNB) is a commercial bank with physical locations in Bluffton, Celina, Defiance, Elida, Findlay, Lima, Springfield, Toledo and Van Wert, Ohio. Focused on small business, we work closely with our customers to develop individualized financing plans and a variety of treasury management services, including merchant capture, online and mobile business banking and credit card services. Member FDIC | Equal Housing Lender Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Applicants have rights under Federal Employment Laws.
Rockland Trust Company is a full-service commercial bank headquartered in Massachusetts (NASDAQ: INDB). Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Massachusetts and Rhode Island.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.