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Civista Bank is the banking subsidiary of Civista Bancshares, Inc., a financial holding company with assets of approximately $2.3 billion headquartered in Sandusky, Ohio. As a full-service financial institution, Civista serves the needs of consumer, business, mortgage, and wealth management customers. Branches are located throughout Northern, Central and Southwestern Ohio and Southeastern Indiana. Wealth Management investment services are not FDIC insured, not bank guaranteed and may lose value.
Union National Bank is a Elgin, IL-based company in the Financial Services sector.
Louisa Community Bank is a Louisa, KY-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
Bank of Weston is a Weston, MO-based company in the Financial Services sector.