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Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Dupont Goodrich Federal Credit Union is a Beaumont, TX-based company in the Financial Services sector.
Crystal Lake Bank is a Crystal Lake, IL-based company in the Financial Services sector.
WSFS Financial Corporation is a multi-billion dollar financial services company. Its principal subsidiary, WSFS Bank, is the oldest and largest bank and trust company headquartered in the Delaware Valley. WSFS has 77 offices located in Delaware, Pennsylvania, Virginia and Nevada, and provides comprehensive financial services including commercial banking, cash management, retail banking and trust and wealth management. Serving our communities since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. How do you get to be over 180 years old in a world that`s constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving our Customers and the community, and success will follow. We strive to meet our Customers` ever-changing banking needs and promise to exceed their expectations each and every day. As we serve, we strengthen, and as we strengthen, we have more opportunities to serve. It`s a virtuous cycle that enriches our organization and our community.
Established in 2001 and headquartered in Westfield Center, Ohio, Westfield Bank currently serves customers in Cuyahoga, Richland, Medina, Stark, Summit, and Wayne counties as well as insurance agencies across the country. We deliver financial roadmaps and solutions so families, businesses, and insurance agencies can thrive.