| Name | Title | Contact Details |
|---|---|---|
Craig Fortner |
Senior Vice President and Chief Information Officer | Profile |
Lincoln Park Savings Bank is a Chicago, IL-based company in the Financial Services sector.
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.
North Valley Bank is a Redding, CA-based company in the Financial Services sector.
Liberty Savings Bank, FSB is a Whiting, IN-based company in the Financial Services sector.
Founded in April of 2007 & located in the heart of historic Leesburg, Virginia, KAW Solutions is a QuickBooks consulting and full service bookkeeping firm. KAW Solutions specializes in all aspects of bookkeeping, including general ledger, accounts payable, accounts receivable, taxes, payroll, and cash flow management, as a key partner to our clients accounting team. Our consultative approach enables our staff to customize a set of services that support the mission critical bookkeeping functions required by our clients. KAW Solutions utilize a state-of-the-art, secure cloud based hosting of the desktop version of our clients QuickBooks file. This operation allows simultaneous access to both the clients team and our professional staff to a virtual & replicated file cabinet of all electronic supporting documentation. The true value to the customer is measured by their increased focus on their core business while entrusting KAW Solutions to maintain their books, paperwork, and taxes to the highest standards. As a trusted partner, we work with our clients CPAs for end-of-year tax reporting to ensure accurate and timely deliverables. KAW Solutions highly skilled team members, many of whom are CPAs, are 100% focused on client satisfaction. Our main office 5 Loudoun Street, is located directly across from the Leesburg parking garage. Stop by our office to say hello and learn more about how we can support your bookkeeping requirements.