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Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon`s investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, securities lending services, foreign exchange settlement and treasury services. As at June 30, 2015, CIBC Mellon had more than C$1.5 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at June 30, 2015 had US$28.6 trillion in assets under custody and/or administration and US$1.7 trillion in assets under management. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
Established in 1955, Commerce Bank and Trust Company is a full service commercial bank offering personal, commercial and small business banking products. CB&T was recently awarded the Blue Ribbon by Veribanc, Inc., a banking analysis firm. The Blue Ribbon Bank award is reserved for highly rated institutions that demonstrate exceptional attention to safety, soundness, and financial strength; it is the oldest national accolade presented to banks by private sector analysts.
Stoneham Savings Bank is a Stoneham, MA-based company in the Financial Services sector.
Since 1831, our mission has been to promote financial strength and success in the individuals, families, and businesses of our community. We welcome you to visit our website or any of our branch locations to see how we can help you achieve financial goals and dreams.