| Name | Title | Contact Details |
|---|---|---|
Brad Kirlin |
Senior Vice President and Chief Technology Officer | Profile |
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Based in Tampa with locations in Florida, were proud to operate locally as boutique firm, but with the backing of Guardian Life Insurance Company, a 150 year old national mutual insurance company built on a history of delivering on promises made to clients. This unique structure allows us to be large and resourceful but still offer the personal and individualized planning our clients deserve.
Northfield First National Bank is a Northfield, MN-based company in the Financial Services sector.
First Choice Bank is a community bank headquartered in Cerritos, California. We offer a full range of banking and financial services with a level of personalized service that we hope will exceed your expectations. We are a community bank focusing on the needs of the specific communities served with targeted products and services. We strive to make a difference by giving back to the community. A primary mission of First Choice Bank will be to meet the financial services needs of the underserved and distressed community. Come visit us and we will tailor our services to meet your specific financial needs.
ACFCU has been providing financial services for over 75 years. We strive to make financial dreams reality and we want to be THE financial solution for all of our members. We serve over 38,000 members and strive daily to exceed our members expectations.