| Name | Title | Contact Details |
|---|
Bank of Oak Ridge is an employee-owned community bank delivering Spectacularly Local banking, with locations in Greensboro, Summerfield and Oak Ridge, NC.
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.
First National Bank in Howell is a Howell, MI-based company in the Financial Services sector.
Aero Federal Credit Union was chartered in 1957 under the Federal Credit Union Act. The credit union is a non-profit organization founded under the concept of people helping people.
Berkley Bank is a Greenwood Vlg, CO-based company in the Financial Services sector.