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First State Bank Shannon-Polo is a Shannon, IL-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Hershey Trust Co is a Hershey, PA-based company in the Financial Services sector.
Citizens State Bank is a fourth generation family owned bank specializing in business banking, personal banking, Trust and investment services. Citizens State Bank serves customers throughout central and east-central Indiana.
First Capital Bank Holding Corporation is a Fernandina Beach, FL-based company in the Financial Services sector.