| Name | Title | Contact Details |
|---|---|---|
Stephane Bilodeau |
Senior Vice President and Chief Information Officer | Profile |
TriState Capital is a commercial and private bank serving middle market businesses, their executives and high-net-worth individuals.
Pekin Savings Bank is a Pekin, IL-based company in the Financial Services sector.
First Fidelity Bank is committed to protecting your privacy.
South Shore Bank shares a long history with the South Shore region of Massachusetts. Although the name South Shore Savings Bank began in 1997 with the merger of Weymouth Savings Bank and South Weymouth Savings Bank, we were originally chartered by the General and Honorable Court of the Commonwealth in 1833 as the Weymouth and Braintree Institution for Savings. We have a proud heritage of commitment to the communities we serve. We are a full service mutual savings bank with 14 locations in eight communities throughout the South Shore. As a mutual savings bank, our duty is to serve our customers. We are locally managed and dedicated to the needs of the community rather than the demands of investors. As a regional banking leader, it is our mission to meet the needs of our customers. We do this by offering a variety of both traditional and innovative financial products for your personal and business banking needs. We are consistently developing our technology products to ensure our customers are provided with the convenient services they’ve grown to expect.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.