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In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisors business, and their clients financial needs and circumstances, are unique and deserve the appropriate attention. Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions. Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance. Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
Bridgewater Bank is committed to being the finest entrepreneurial bank in the Twin Cities. Providing simple banking solutions and responsive service to consumer and commercial clients in an unconventional banking environment sets this dynamic young bank apart from its peers. A large shareholder base is primarily comprised of successful real estate and seasoned small business entrepreneurs. Offering an owner`s perspective, the managing founders deliver unparalleled industry knowledge and dedication to meeting the unique needs of each individual client.
HSA Bank is a Sheboygan, WI-based company in the Financial Services sector.
New Frontier is a bank that was founded in 1999 by a group of St. Charles County families who had a strong desire to provide superior banking services to their fellow residents.
Citizens Bancorp of Virginia, Inc. is a Blackstone, VA-based company in the Financial Services sector.