| Name | Title | Contact Details |
|---|
Optifino is a stealth fintech backed by some of Silicon Valleys best VCs. Marrying expertise in the financial, technology and life insurance industries. Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction.
Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
Herkimer County Trust is a Little Falls, NY-based company in the Financial Services sector.
The National Bank and Trust Company Inc. is a Wilmington, OH-based company in the Financial Services sector.
Sun Security Bank is a Saint Peters, MO-based company in the Financial Services sector.