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Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
MEA Financial Enterprises is a Monett, MO-based company in the Financial Services sector.
Citizens Union Savings Bank is a New Bedford, MA-based company in the Financial Services sector.
Since 1917, Bankers Trust has been a leading financial institution for commercial and consumer banking services. Headquartered in Des Moines, Iowa, Bankers Trust is the largest privately held financial institution in the state, and employs nearly 500 people across the country. With offices in Ames, Iowa; Omaha, Nebraska; Sioux Falls, South Dakota; Phoenix, Arizona and an affiliated bank in Cedar Rapids, Iowa; Bankers Trust offers a tremendous selection of banking and financial products and services. As a community bank, Bankers Trust provides the personal connection customers deserve.