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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Today, CSB is a full-service bank with $226 million in assets, 90 employees, and eight offices, serving customers in St. Clair, Lapeer and Northern Macomb counties. Our offices are located in Capac, Allenton, Almont, Armada, Emmett, Imlay City, Memphis,
Founded on March 6, 1888, Citizens National Bank is 126 years strong, stable and secure with over $1 billion in total assets. As an independent community bank, we believe we have a major advantage over the one-size-fits-all policy of most mega banks and financial institutions. With 27 locations in Mississippi, the latest technology and innovative accounts and services, our customers` needs are quickly met by men and women who live in and are part of their community. Every dollar entrusted with us is invested back into Mississippi, positively impacting the local economy, our communities, and the people who live here. That`s the Power of Local.
Professional Business Bank is a Pasadena, CA-based company in the Financial Services sector.
Mason State Bank is a Mason, MI-based company in the Financial Services sector.