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Founded in 1990 and headquartered in Novato, CA, Bank of Marin is a leading business and community bank in Northern California with assets of almost $4 billion. Bank of Marin provides commercial banking, personal banking, specialty lending and wealth management and trust services throughout its 31 branches and 8 commercial banking offices located across 10 counties. Specializing in providing legendary service to its customers and investing in its local communities, Bank of Marin has consistently been ranked one of the “Top Corporate Philanthropists" by the San Francisco Business Times and one of the “Best Places to Work” by the North Bay Business Journal.
United CU is a Mexico, MO-based company in the Financial Services sector.
Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, were focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer. Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.
VantageSouth Bank is a Burlington, NC-based company in the Financial Services sector.
Hingham Institution for Savings is a Hingham, MA-based company in the Financial Services sector.