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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.
Real people. Real service. Banking is Better Together. The Pittsfield Cooperative Bank provides quality financial products and services with personal service, integrity and respect.
ALCOVA Mortgage is a mortgage banking company founded in 2003 by childhood friends Bobby Nicely, Billy Siple, and Rob Lindstrom. The name ALCOVA reflects the founders roots in Alleghany County, Virginia, and their commitment to the community. The company aims to simplify the mortgage process, drawing from the founders personal experiences with home loans. With core values of friendship, service, and innovation, ALCOVA focuses on providing personalized mortgage solutions to homeowners. The company has experienced significant growth, appearing on the Inc. 5000 list of the fastest-growing private companies in the U.S. multiple times. ALCOVA is recognized for its expertise in USDA home loans, ranking #13 nationally in that category. Headquartered in Virginia, ALCOVA serves homeowners across the Mid-Atlantic and Southeast regions, emphasizing customer satisfaction and a streamlined mortgage experience.
North Star Bank is a Saint Paul, MN-based company in the Financial Services sector.
First National Bank of Ames is a Ames, IA-based company in the Financial Services sector.