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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.
Crestmark is a nationally recognized provider of working capital solutions for small- to medium-sized businesses. Financing solutions include asset-based lending, accounts receivable financing, traditional factoring, discount factoring, payroll financing, and invoice financing. An FDIC-insured bank, Crestmark has extensive experience helping many industries, including manufacturing, staffing, transportation, government contractors, petrochemical, and more. Headquartered in Troy, Michigan, with regional offices in Florida, Louisiana and Tennessee; and sales and financing offices located throughout the country.
First Command Bank is a Fort Worth, TX-based company in the Financial Services sector.
Citizens State Bank - Somerville is a Somerville, TX-based company in the Financial Services sector.
Belpre Savings Bank is a Belpre, OH-based company in the Financial Services sector.