| Name | Title | Contact Details |
|---|---|---|
Edwin Cole |
Director of Information Security | Profile |
Eddy Cole |
Assistant Vice President of Information Technology | Profile |
Simple is reinventing personal banking. Founded in 2009 and based in Portland, Oregon, Simple combines innovative technology, impeccable user experience, and expertise in behavioral economics to help its customers spend smarter and save more. Simple customers receive a Simple Visa® card that`s tied to an FDIC-insured account with no surprise fees, and powerful budgeting and savings tools built right into the account. Simple’s banking services are accessible via intuitive web, iPhone, and Android apps. The company has more than 100,000 customers, processed $1.7 billion in annual transactions last year, and experienced 330% customer growth.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Citizens State Bank - Sheldon is a Sheldon, IA-based company in the Financial Services sector.
Bank of New Orleans, formerly Greater New Orleans Homestead, was established the year William Howard Taft occupied the White House and the same year Robert E. Peary discovered the North Pole. Only 6 years previous, Wilbur and Orville Wright had etched
Sound Bank is a Morehead City, NC-based company in the Financial Services sector.