| Name | Title | Contact Details |
|---|
Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
National City we make banking simple is a Fort Pierce, FL-based company in the Financial Services sector.
GBST provides technology services to the global financial services industry, addressing our clients’ constant needs for innovation, competitiveness and responsive IT that truly enables business. A series of carefully sought after acquisitions have now equipped GBST with game changing innovators, including the award winning Coexis with its next generation Syn platform; Infocomp with its acclaimed wealth management products and Palion with Australia`s foremost derivatives trading solutions. GBST now has one of the most modern software and technologies available to capital market participants & wealth managers in the world today. With Composer™, for example, the agility and scope offered within a single, client centric solution has delivered cost-savings to fund administrators and wealth managers alike and is spearheading our success in the UK & European markets. GBST Shares™ is the most scalable and widely used middle and back-office equities system in Australia. Shares™ has a proven track record as a real-time, feature rich and reliable system which enables brokers to improve business efficiency and reduce transaction costs. GBST is leading the evolution of a new kind of advanced software vendor where the rules of user empowerment, easy configurability and intense flexibility apply. The evidence of what`s to come can already be found in Asia Pacific where global brokerage and investment groups leverage GBST Syn`s flexibility and user-controlled adaptability to manage trade processing cycles for multiple products and markets in multiple geographies, all from within a single solution. All with exceptional levels of efficiency, responsiveness and reliability. New web based technologies are also delivering interactive, data driven market intelligence for sounder decisions. However you want to innovate your business, our goal is to offer the strength, global reach, breadth of services and technologies to make it happen.
Touchstone Bank is a local community bank that is dedicated to providing superior customer service and creating outstanding value for its shareholders and the communities it servess. Touchstone Bank is located throughout south central Virginia and northern North Carolina. Our branches extend from the fringes of Richmond, in Chester and reach south to Clarksville, and in the North Carolina communities of Louisburg, Roanoke Rapids and Wake Forest. The Bank provides depository and lending services, commercial and residential real estate loans, commercial loans, construction loans and consumer loans to customers. The Bank offers personal banking services, which include checking accounts, savings accounts, mortgages, personal certificates of deposit and individual retirement accounts. It also provides business banking services, including checking accounts, business CD, business savings account, business loans and merchant services. In addition, the Bank offers investment services.
Since 1961, NDBT has been dedicated to serving our customers and communities by delivering authentic banking solutions for small businesses, entrepreneurs and goal-oriented individuals throughout North Texas. We offer a full range of modern lending services, deposit products and wealth management services that can be tailored to meet virtually any need. With a history of consistent profitability, stable ownership and commitment to our communities, NDBT is proud to be recognized as one of DFW`s largest and most respected independent banks. We understand that changes in technology, the economy and customer preferences will forever shape our industry. These factors will never alter our commitment to providing you with an exceptional experience delivered with Authentic Intelligence. Headquartered in Dallas on the corner of Preston Road and LBJ, NDBT has four additional banking centers located in Addison, Frisco, Las Colinas, and Plano. Member FDIC | Equal Housing Lender. North Dallas Bank and Trust Co is an equal opportunity employer that does not discriminate against sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.