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South Shore Bank shares a long history with the South Shore region of Massachusetts. Although the name South Shore Savings Bank began in 1997 with the merger of Weymouth Savings Bank and South Weymouth Savings Bank, we were originally chartered by the General and Honorable Court of the Commonwealth in 1833 as the Weymouth and Braintree Institution for Savings. We have a proud heritage of commitment to the communities we serve. We are a full service mutual savings bank with 14 locations in eight communities throughout the South Shore. As a mutual savings bank, our duty is to serve our customers. We are locally managed and dedicated to the needs of the community rather than the demands of investors. As a regional banking leader, it is our mission to meet the needs of our customers. We do this by offering a variety of both traditional and innovative financial products for your personal and business banking needs. We are consistently developing our technology products to ensure our customers are provided with the convenient services they’ve grown to expect.
Outsourced Compliance Group services registered investment advisors, commodity pool operators, and commodity trading advisors. Our clients generally service private funds, registered funds, high net worth individuals, retail investors, and commodity pools. Outsourced Compliance Group is boutique by design. Were dedicated to the client experience, thoroughly learning your business, becoming part of your team, and providing consistent communication. Weve never been interested in taking on as many projects as possible. Its our mission to embrace the right relationships so that we can focus on every detail of your compliance program, including unlimited consulting. When we hit capacity, were at capacity. We wont sacrifice the client experience and the quality of our work to bring in more clients. Its ultimately not whats best for you or for us to retain qualified compliance professionals! The difference between working with us or someone else? You can say its day and night. Our core offering is a fully outsourced compliance program. OCG will work with your CCO on an on-going basis to create a customized compliance program. This compliance program will address all aspects of your regulations, as required. We start by drafting your policies and procedures, a comprehensive risk assessment, and develop a customized compliance calendar to test established policies and procedures. The testing we complete throughout the year culminates with the drafting of your annual compliance report. We have standing calls with our clients on a frequent basis and our core service includes unlimited consulting to ensure we are kept up to date on your business changes and can adapt your compliance program as necessary.
Sutton Bank, an Ohio-based independent, community bank, was founded in 1878 and has grown into a top-performing community bank, as recognized by the Independent Community Bankers of America. Payments has been a core banking product for Sutton Bank since the late 1990`s. Since that time, Sutton has issued hundreds of card programs, building strong partnerships with card networks, processors, and program managers, and has been transitioning from an issuing organization to a payment`s facilitator. Sutton Bank has now become one of the largest card issuers in the country.
Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money. Rather & Kittrell has built relationships with many successful business people. The satisfaction with the services they received on the personal wealth advisory level led them to request the firms help in managing their corporate retirement plans. The company now manages over one hundred ten retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. The firm also works with clients as an independent third party consultant in the areas of plan investment and operation. What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
Cincinnati Interagency Federal is a Cincinnati, OH-based company in the Financial Services sector.