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Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
At Summit Credit Union, we don`t sell products, we build relationships. You can trust that we`ll provide honest advice and real solutions. Helping you secure a bright financial future is our only goal. And as a not-for-profit financial cooperative, our profits are returned directly to you. That means the more you use us, the more you receive. Anyone can join Summit Credit Union. Once you`re a member, you`re a member for life. If you move, retire, or change jobs, you`ll always be able to enjoy the benefits of membership.
United Mizrahi Bank is a Los Angeles, CA-based company in the Financial Services sector.
Glen Oaks Escrow is a Glendale, CA-based company in the Financial Services sector.
Merchants and Planters Bank is a locally owned community bank that has been bringing customers closer to their dreams for over 60 years. We are the community bank designed with our communities' financial success in mind. We're ready to answer your