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Enterprise Bank was founded through the entrepreneurial vision of George L. Duncan in 1988. We are headquartered in Lowell, Massachusetts, with branch locations throughout the Merrimack Valley and North Central regions of Massachusetts, as well as Southern New Hampshire. For over 25 years, Enterprise Bank has been supporting the financial needs of businesses, professionals, individuals and communities. As a leading, independent, community-focused bank, we recognize that by working together with our customers, we have a profound impact on the quality of life and the economic wellbeing of the communities in our area. At Enterprise Bank, building lasting and positive relationships with our customers is much more important than conducting transactions. Our success is consistently measured by the success of our valued customers.
Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the clients perspective – as an investor for investors. This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.
RightCapitals mission is to create Right Plans for Real People. RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distribution to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future. For more information visit RightCapital.com. Book your 20-min demo today and get a 14-day free trial at www.rightcapital.com.
Bank Brokers is a Flower Mound, TX-based company in the Financial Services sector.
First National Bank And Trust Company is a Bottineau, ND-based company in the Financial Services sector.