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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Bank of Bloomsdale was established in 1914 and operated as a private bank. At the time of the establishment the bank also was incorporated as a State Chartered Bank. The Bank of Bloomsdale to this day is still independently owned. The bank has operated
Simple is reinventing personal banking. Founded in 2009 and based in Portland, Oregon, Simple combines innovative technology, impeccable user experience, and expertise in behavioral economics to help its customers spend smarter and save more. Simple customers receive a Simple Visa® card that`s tied to an FDIC-insured account with no surprise fees, and powerful budgeting and savings tools built right into the account. Simple’s banking services are accessible via intuitive web, iPhone, and Android apps. The company has more than 100,000 customers, processed $1.7 billion in annual transactions last year, and experienced 330% customer growth.
S B Homebank is a Martinsville, IN-based company in the Financial Services sector.
Suburban Bank is a Elmhurst, IL-based company in the Financial Services sector.