| Name | Title | Contact Details |
|---|---|---|
Kevin Andree |
Vice President Network and Security | Profile |
Spring Bay Companies is a single family office that was founded in 2002. They have a diverse investment portfolio including private equity, hedge funds, and venture capital.
First Keystone Community Bank, a subsidiary of First Keystone Corporation has been owned and operated by local men and women since 1864. First Keystone Community Bank has grown from one 18`x 25` building in Berwick to eighteen full-service offices throughout Columbia, Luzerne, Monroe and Montour Counties.
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
AMC Settlement Services is a Coraopolis, PA-based company in the Financial Services sector.
Berkshire Financial Group is a Perth Amboy, NJ-based company in the Financial Services sector.