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The Farmers Bank is a $550 million asset organization chartered in 1876 with headquarters in Frankfort, IN. The Farmers Bank is locally owned and operated with 10 banking offices located in Central Indiana providing retail, business, trust & asset management, investment, mortgage, and electronic banking services.
Xenith Bank is a Richmond, VA-based company in the Financial Services sector.
The IBERIABANK philosophy is to exceed client satisfaction by delivering unparalleled customer service at every point of contact. We are committed to offering products and services customized to meet your financial needs. We provide a comprehensive financial product line including Retail, Commercial, Private Banking, Mortgage, Treasury Management, Online Banking and Investment services. Our relationship-based approach to banking focuses on making decisions locally, close to our clients. We recognize that local decision making gives you more time for the things in life that matter most. The Company is a financial holding company with 335 combined offices, including 228 bank branch offices and one loan production offices in Louisiana, Arkansas, Tennessee, Alabama, Texas, Florida, Georgia, and South Carolina, 24 title insurance offices in Arkansas and Louisiana, and mortgage representatives in 68 locations in 10 states. The Company has 13 locations with representatives of IBERIA Wealth Advisors in four states, and one IBERIA Capital Partners, L.L.C. office in New Orleans.
SpencerBANK has been a financial leader in Central Massachusetts for more than 140 years. Founded in 1871 by a group of leading Spencer businessmen, the Bank has helped countless individuals, families and business owners build greater financial security. The Bank has also played an important role in supporting schools, libraries, and other vital community institutions. Initially housed in the counting room of boot manufacturer E. Jones and Company (presently Lacaire Lumber Company in Spencer), SpencerBANK later moved to the bank building at the corner of Main and Maple Street and then finally to its current location. In addition to its Main Office, the Bank has branches in the Fair Plaza (Spencer), Warren, Rutland, Leicester and Worcester.
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.