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Founded in 1887, Bar Harbor Bank & Trust is a true community bank offering a full-range of financial services for individuals, families, businesses, and non-profit organizations. We have 14 convenient branches along the coast of Maine and 35 branches in New Hampshire and Vermont. We pride ourselves in recognizing, appreciating, and supporting unique people and culture in the places we call home. As a company, we value community service, both to raise funds for worthy causes and to foster a spirit of teamwork and a special sense of place in our communities. Our employees volunteer hundreds of hours as members of local non-profit boards, as coaches of youth teams, and as participants in community events. We are immensely proud of their accomplishments and salute them for all they do. Bar Harbor Bankshares (NYSE American: BHB) is the parent company of Bar Harbor Bank & Trust. Bar Harbor Bank & Trust also operates the wholly owned subsidiaries of Charter Trust Company located in New Hampshire and Bar Harbor Trust Services located in Maine offering clients trust and wealth management services. Bar Harbor Financial Services (a branch of Infinex Investments, Inc.) provides services as an independent third party broker. Bar Harbor Bankshares, an independent community banking organization, encourages and supports the personal and professional development of its employees, dedicates itself to consistent service of the highest level for all customers, and recognizes its responsibility to be an active participant in, and advocate for, community growth and prosperity.
Security State Bank Of Marine is a Marine On Saint Croix, MN-based company in the Financial Services sector.
Citizens State Bank is a Perry, FL-based company in the Financial Services sector.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Pando is a financial services platform tailored for high-potential professionals, including startup founders and professional athletes. It offers a unique combination of peer communities, financial tools, and risk-mitigation strategies to help members navigate the uncertainties of their careers while promoting collaboration and financial security. One of Pandos key offerings is income pooling, where members contribute a portion of their income to create a diversified portfolio-like structure. This approach helps reduce individual financial volatility, especially in careers with high-stakes outcomes. Pando also provides curated networks for founders to share advice and support, along with events for networking and investor introductions. Additionally, members gain access to financial and operational tools, including an investor exchange and exclusive perks tailored for startups. Pandos business model aligns its success with that of its members by retaining a portion of pool payouts instead of charging traditional premiums. This innovative approach combines financial strategies with community support, addressing both the economic and social challenges faced by professionals in high-risk careers.