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Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Sterling Federal Bank is a Sterling, IL-based company in the Financial Services sector.
American Bank, National Association is a Le Mars, IA-based company in the Financial Services sector.
At Summit Credit Union, we don`t sell products, we build relationships. You can trust that we`ll provide honest advice and real solutions. Helping you secure a bright financial future is our only goal. And as a not-for-profit financial cooperative, our profits are returned directly to you. That means the more you use us, the more you receive. Anyone can join Summit Credit Union. Once you`re a member, you`re a member for life. If you move, retire, or change jobs, you`ll always be able to enjoy the benefits of membership.
First Nationa Bank is a Hutchinson, KS-based company in the Financial Services sector.