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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.
North Cascades National Bank is a Chelan, WA-based company in the Financial Services sector.
At Frost, everything we do is aimed at making customers` lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we`ve succeeded in that goal time and time again. And we`re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.
Bremer Financial Corporation is a privately held, regional financial services company with $16 billion in assets, jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, mortgage, investment, wealth management, and insurance products and services throughout Minnesota, North Dakota and Wisconsin. Clients include small businesses, mid-sized corporations, agribusinesses, nonprofits, public and government entities, and individuals and families.
Natixis is the international corporate, investment, insurance and financial services arm of Groupe BPCE, the 2nd-largest banking group in France with 35 million clients spread over two retail banking networks, Banque Populaire and Caisse d`Epargne. With more than 16,000 employees, Natixis has a number of areas of expertise that are organized into three main business lines: Corporate & Investment Banking, Investment Solutions & Insurance, and Specialized Financial Services. A global player, Natixis has its own client base of companies, financial institutions and institutional investors as well as the client base of individuals, professionals and small and medium-size businesses of Groupe BPCE`s banking networks.