| Name | Title | Contact Details |
|---|
Bank of Napa is a Napa, CA-based company in the Financial Services sector.
Tmb Fcu is a Cabin John, MD-based company in the Financial Services sector.
At Summit Credit Union, we don`t sell products, we build relationships. You can trust that we`ll provide honest advice and real solutions. Helping you secure a bright financial future is our only goal. And as a not-for-profit financial cooperative, our profits are returned directly to you. That means the more you use us, the more you receive. Anyone can join Summit Credit Union. Once you`re a member, you`re a member for life. If you move, retire, or change jobs, you`ll always be able to enjoy the benefits of membership.
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Rockland Trust Company is a full-service commercial bank headquartered in Massachusetts (NASDAQ: INDB). Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Massachusetts and Rhode Island.