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Georgia Heritage FCU is a Savannah, GA-based company in the Financial Services sector.
First National Bank of Chelsea is a Chelsea, OK-based company in the Financial Services sector.
The Bank of Four Oaks was chartered in June of 1912, in Four Oaks, North Carolina, with a capital investment of $10,000. B. I. Tart was the Bank’s first Cashier (executive officer) until 1927. Bert Lassiter became Cashier in 1927 and served in that role until 1970. The Bank weathered the Depression of the early 1930’s and was the 134th bank in the state allowed to open after the “Bank Holiday” in 1933. Edward Bert Lassiter became Cashier in 1970 and served until 1980. Presently, Ayden R. Lee, Jr., who joined the Bank of Four Oaks in 1980, serves as Chairman, President and Chief Executive Officer. As the Bank began to open branch offices outside of Four Oaks, and with further plans for expansion, in 1989 the Bank of Four Oaks became Four Oaks Bank and Trust. In 1997, Four Oaks Fincorp, Inc., the holding company for Four Oaks Bank, was formed. The Bank’s Financial Services was created in 1999, and in 2002, Four Oaks Mortgage was formed. Today, Four Oaks Bank operates fourteen offices located in Benson, Clayton, Dunn, Four Oaks, Fuquay-Varina, Garner, Harrells, Holly Springs, Smithfield, Wallace and Zebulon.
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.
Lake Erie Transportation Commission is a Monroe, MI-based company in the Financial Services sector.