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Our mission is simple: We build relationships. For over 30 years, The Bank of Tampa has focused on serving Tampa Bay professionals and business owners, giving us an insight into our community that other banks simply cannot match. We invite you to join us and experience what personalized banking service can do to help foster your own growth and success. Our bank is privately owned by staff, directors and clients, and has 9 offices with assets of $1.3 billion.
We help banks grow by providing them with stunningly simple software that automates Customer Onboarding Communications, Email/Print/SMS Marketing, Cross Selling, Customer Surveys, and Reporting, all connected to your core banking system.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Minster Bank is a locally owned community bank serving Auglaize, Darke, Mercer, Miami, Montgomery, and Shelby counties. At Minster Bank we take pride in our progressive and personable approach to providing financial services. At Minster Bank we realize that a dollar looks the same at all banks. So, when choosing a bank partner, relationships matter. For 100 years, Minster Bank has been helping individuals, families and businesses achieve their dreams by offering a variety of Personal, Business, and Private Wealth Management Services. Opening an account takes just minutes, but building a quality relationship with you is our number one goal. So, whether you`re looking to conveniently access your money, save for retirement, or finance your new home or car, we truly want to help you.
Boone County Bank opens it's web site.