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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
HR starts with human. Its as simple as that. At Coastal Payroll, we strive to make a positive impact on the lives of others every day. Based in Southern California, we are a human capital management service bureau providing fully outsourced payroll, time & attendance, HR management, benefits management, talent acquisition, and customized white-glove HR solutions. We serve clients nationwide with our unparalleled customer service and innovative offerings. Our service model reflects what we call the Coastal Difference. The Coastal Difference Service is everything to us because its everything to our clients! We believe in and live our key value of putting people first. Our clients are not just another number to us; they are people with businesses, stories, and goals. We make sure they can talk with an actual person to address their needs as quickly as possible. Human interaction is our superpower. Our suite of products is designed for clients with businesses of all sizes, from a few, to dozens, to hundreds, to thousands. We are flexible, creative, and custom to ensure our solutions streamline our clients payroll and HR processes. We stay up to the minute on compliance regulations and know whats going on here in California like the back of our surfboards. In listening to our clients needs, we have developed customized solutions, such as HRElite, an integrated, tailor-made HR concierge service that digs in and helps clients develop fundamental and lasting solutions, mitigate risk, and elevate their employees engagement. Learn more and drop us a line at coastalpayroll.com/company/about.
Peoples Financial Corporation is one of the leading companies in the Financial Services sector.
First Independent Bank, a division of Western Alliance Bank, Member FDIC, helps business clients realize their ambitions. Founded in 1999, First Independent Bank offers a full spectrum of loan, deposit and treasury management capabilities, plus superior service. With six offices in Reno, Sparks, Carson City and Fallon, along with Western Alliance Bank`s powerful array of specialized financial services, the banking division is a valued resource for Northern Nevada`s business, real estate, professional, manufacturing, municipal and nonprofit communities. Western Alliance Bank is the primary subsidiary of Phoenix-based Western Alliance Bancorporation, with more than $50 billion in assets. Western Alliance is again #1 best-performing of the 50 largest public U.S. banks in the S&P Global Market Intelligence listing for 2020 and ranks high on the Forbes “Best Banks in America” list year after year.
Ohio State Bank is a Marion, OH-based company in the Financial Services sector.