| Name | Title | Contact Details |
|---|---|---|
Matt Milko |
SVP, Director of Information Security | Profile |
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
At BMO Harris, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people`s needs change: so we change too. But we never change who we are. Which means we`ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 10,000 people, 600 plus branches and 1300 ATMs, are just the tip of the iceberg. You should get to know us. We`re here to help.
Centera Bank is a Satanta, KS-based company in the Financial Services sector.
Arrow Financial Corporation (Arrow), is a bank holding company that owns (directly or indirectly) two nationally chartered banks in New York (Glens Falls National and Saratoga National), an insurance agency (Capital Financial Group, Inc.), a registered
The Guaranty State Bank and Trust Company is a Burr Oak, KS-based company in the Financial Services sector.