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In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisors business, and their clients financial needs and circumstances, are unique and deserve the appropriate attention. Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions. Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance. Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
Lake City Bank has a proud history of service in Indiana. Founded in 1872 in Warsaw, Indiana, it has continuously operated under the same name since its organization, making it the third oldest Indiana state-chartered bank. Today Lake City Bank has grown to $6.2 billion in assets and serves Central and Northern Indiana with 51 branches located in the following Indiana counties: Kosciusko, Elkhart, Allen, St. Joseph, Hamilton, Johnson, DeKalb, Fulton, Huntington, LaGrange, Marion, Marshall, Noble, Pulaski and Whitley. Lake City Bank has built a solid reputation for providing clients with technology-driven products and services while remaining a local, community-focused bank. Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person`s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.
Portage Commerce Bank is a Portage, MI-based company in the Financial Services sector.
Walden Savings Bank is one of the leading providers in Financial Services. It is based in Sunnyvale, CA. To find more information about Walden Savings Bank, please visit www.waldensavingsbank.com