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Northpointe Bank is a Grand Rapids, MI-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.
Woori America Bank was originally formed under the name of Korea Commercial Bank of New York as a wholly-owned subsidiary of the Commercial Bank of Korea in 1984 under laws of New York State. In the year of 1999, the Bank changed its name from Korea
Headquartered in Boston, BNY Mellon Asset Management North America (BNY Mellon AMNA) is a specialist multi-asset investment management firm dedicated to serving sophisticated investors globally. We provide clients with high-quality single and multi-asset investment solutions using both active and passive strategies. BNY Mellon AMNA was formed in 2018 when three of BNY Mellon`s largest U.S. investment managers—Mellon Capital, Standish, and The Boston Company—combined. This strategic shift created an asset manager with the combined scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions.
Sheridan State Bank is a Sheridan, IL-based company in the Financial Services sector.