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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Morgen Evan is a New York, NY-based company in the Financial Services sector.
Established in 1905, Peoples Security Bank & Trust Company is headquartered in Scranton, Pennsylvania and is one of the largest community banks in Eastern Pennsylvania, with a footprint stretching from Binghamton, New York down through the Endless Mountains into the Greater Scranton Area, the Poconos, Lehigh Valley and the Greater Delaware Valley. The bank is managed by a local Board of Directors and Executive mangement team. That means you will deal with a local team of bankers who know the market and understand the needs of the businesses in our local communities. Each office, interdependent with the community they operate in, offers a comprehensive array of financial products and services to individuals, businesses, not-for-profit organizations and government entities. Peoples` business philosophy includes offering direct access to senior management and other officers and providing friendly, informed and courteous service, local and timely decision making, flexible and reasonable operating procedures, and consistently applied credit policies. We`ve been here for our customers throughout the last century helping them purchase homes, start and grow their small businesses, and protect and grow their assets. If you are not already a customer, we invite you to become a Peoples Security Bank customer.
South Shore Savings Bank is a Quincy, MA-based company in the Financial Services sector.
Red Oak Bank is a Morristown, NJ-based company in the Financial Services sector.