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Union Bank is one of the leading companies in the Financial Services sector.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Capital West Bank is a Fort Collins, CO-based company in the Financial Services sector.
First GREEN Bank, which opened in February 2009, was organized by experienced banking executives and business leaders in Central Florida. Ken LaRoe is the founder of First GREEN Bank and wants to change the way America does business. By promoting green building and sustainability through our bank, we can help other businesses realize the value in doing the same, and we hope to motivate them to expand their focus to include environmentally responsible goals. Our approach to the community and the Earth are what set us apart from other banks. While we are a traditional customer-driven community bank providing personalized service, localized decision-making and extended banking hours, First GREEN Bank is the first bank of its kind to promote positive environmental and social responsibility while providing for increased profits for investors and clients. First GREEN Bank promotes environmental responsibility and green building by offering lower interest rates for commercial projects that meet green building certification defined by the U.S. Green Building Council’s Leadership in Energy and Environmental Design (LEED) standards. Gold and platinum certified projects qualify for the lowest interest rates in order to motivate commercial developers to build green while at the same time making it possible to realize increased profits. First GREEN Bank is headquartered in Orlando with branches also in Winter Park, Mount Dora, Clermont, Ormond Beach and Fort Lauderdale
Bank of Bloomsdale was established in 1914 and operated as a private bank. At the time of the establishment the bank also was incorporated as a State Chartered Bank. The Bank of Bloomsdale to this day is still independently owned. The bank has operated