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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.
Family-owned since we were established in 1968, West Gate Bank is a true community bank. This community focus is not only evident in all that we do, but in how we do it. When you visit any of our ten locations, the people will be friendly and your service will be prompt. When you call us, a knowledgeable person will answer the phone; not a computer set on a loop. We know the details truly make a difference. As a full-service banking institution, we are large enough to serve all your personal or commercial banking needs, yet small enough to provide the outstanding personal service that only a locally-owned community bank can deliver. We`re committed to your success and invested in your financial well-being. At West Gate Bank, our interest is you! Member FDIC. Equal Housing Lender.
Premier Bank Lake of the Ozarks, Missouri is a Osage Beach, MO-based company in the Financial Services sector.
Farmington Hls, MI-based TD Auto Finance hired Talvis Love as Chief Information Officer.
Cape Cod Five Cents Savings Bank was founded in 1855 as a trust, operating for the benefit of its customers and their communities. Since then, its name and ownership have never changed, ensuring the continuity and stability its customers have come to expect. And today, as expressed in our advertising, Cape Cod Five remains "defiantly independent". Cape Cod Five is exceptionally strong. As a local leader providing the full range of personal, residential, commercial, trust and investment financial services, Cape Cod Five has grown into the largest independent bank on the Cape, Islands and surrounding areas with assets exceeding $2.8 billion. This has been accomplished by the Bank`s continual dedication to serving its customers and meeting their ever-changing needs.