| Name | Title | Contact Details |
|---|
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.
Phoenixville Federal Savings is a Phoenixville, PA-based company in the Financial Services sector.
Second Bank and Trust is a Culpeper, VA-based company in the Financial Services sector.
TIAA, originally founded in 1918 by Andrew Carnegie, is a financial services organization dedicated to providing secure retirement options. Initially focused on educators, TIAA has expanded its services to a diverse range of professionals, including those in non-profit organizations and healthcare. The company offers a variety of financial products, including traditional annuities, financial planning services, and responsible investing solutions, managing over $1.4 trillion in assets. TIAA is committed to helping individuals achieve their retirement goals through lifetime income options and professional support. The organization emphasizes strong environmental, social, and governance (ESG) principles in its investment strategies. With a focus on community improvement and sustainability, TIAA continues to innovate under the leadership of President & CEO Thasunda Brown Duckett, ensuring financial stability for millions of Americans.
Sulphur Community Bank is a Sulphur, OK-based company in the Financial Services sector.