| Name | Title | Contact Details |
|---|---|---|
Phil Ianno |
Senior Manager, IT Business Delivery, VP | Profile |
Dennis Mochal |
Executive Vice President and Chief Information Officer | Profile |
Dennis Mochal |
Chief Information Officer | Profile |
Matthew Camden |
Chief Information Security Officer | Profile |
Stephen Quisenberry |
Chief Information Security Officer | Profile |
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.
Keystone Community Bank is a Kalamazoo, MI-based company in the Financial Services sector.
Meeting the financial needs of our customers by providing appropriate financial solutions is the core of our service philosophy at F&M Trust. We are a community bank offering personalized service for over 100 years. As we grow and expand into new communities, we remain focused on meeting the needs of the community, its families and its businesses. If you`re currently an F&M Trust customer, we certainly appreciate your business and hope that you will continue to look to us for Financial Solutions to meet your needs. If you have not yet experienced F&M Trust, we encourage you to visit our nearest community office or give us a call...we look forward to the opportunity.
Lloyds TSB Bank PLC is a Miami, FL-based company in the Financial Services sector.
Ravenswood Fcu is a Ravenswood, WV-based company in the Financial Services sector.