| Name | Title | Contact Details |
|---|---|---|
Barb MacLean |
Senior Vice President, Head of Technology Operations and Implementation | Profile |
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
GrandSouth Bank is a South Carolina state bank, which was incorporated and commenced operations as a commercial bank in 1998. The Bank operates from its offices in Greenville, Fountain Inn, Greer, Anderson, Columbia, and Orangeburg. Also, the Bank has expanded into the lowcountry area of South Carolina with a new location in Charleston. The main office is located at 381 Halton Road in Greenville, SC. Currently, the Bank has a net income of $1.8 million and total assets of $776.2 million. The Bank offers a full array of commercial bank services. Deposit services include business and personal checking accounts, savings accounts, money market accounts, various term certificates of deposit, IRA accounts, and other deposit services. Most of the Bank`s deposits are attracted from individuals and small businesses. The Bank does not offer trust or brokerage services.
First Peoples Bank is a Port Saint Lucie, FL-based company in the Financial Services sector.
First National Bank NA is a Arcadia, LA-based company in the Financial Services sector.
Exos Lending offers a revolutionary approach to small business financing with an SBA 7(a) loan combining innovation, technology, and industry expertise, we deliver the customer-focused experience to unlock numerous benefits. We offer lower down payments, longer repayment terms, and flexible eligibility requirements, this SBA 7(a) loan is a game-changer for businesses. Exos Lending simplifies the loan process with advanced technology and a team of experts, ensuring a seamless and efficient journey. Experience the future of lending and fuel your business with an Exos Lending SBA 7(a) loan.