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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.
Twin Oaks Savings Bank is a Marseilles, IL-based company in the Financial Services sector.
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first international bank and trust is a Hazen, ND-based company in the Financial Services sector.
TotalBank is a leading integrated retail-commercial bank in South Florida with more than $2.7 billion in assets and 19 convenient locations throughout Miami-Dade County. Headquartered in Miami, we have been serving South Florida for more than 40 years, offering a broad range of domestic and international financial services to corporations, small businesses and individual consumers. Offering superior customer service and focusing on meeting the financial needs of our customers while earning their confidence and loyalty is our priority. A member of Grupo Banco Popular Español, with more than $190 billion in assets and 2,000 branches, TotalBank is strengthened by its parent, one of the largest banking groups in Spain.