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NBT Bancorp Inc. is a financial holding company headquartered in Norwich, NY, with total assets of $9.6 billion at June 30, 2019. The Company primarily operates through NBT Bank, N.A., a full-service community bank and through two financial services companies. NBT Bank, N.A. has 149 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. EPIC Retirement Plan Services, based in Rochester, NY, is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, NY, is a full-service insurance agency.
Town Square Mortgage is a direct mortgage lender based in Dallas, Texas, founded in 2009. The company has established itself as a preferred lender for homebuyers, real estate professionals, and builders. In 2023, Town Square Mortgage joined American Portfolio Mortgage to enhance its services and expand its reach. It is licensed in 46 states and operates branches nationwide, including in Las Vegas, Nevada. As an all-inclusive direct lender, Town Square Mortgage manages the entire loan process internally, which allows for efficient closing times and competitive rates. The company offers a variety of loan programs tailored to meet the needs of different borrowers, including pre-qualification and pre-approval services, a digital application process, and live loan status tracking. Town Square Mortgage guarantees 21-day closings on all loans, ensuring a smooth experience for its customers. The company has received several industry recognitions, including being ranked among the Top 100 Places to Work in Dallas-Fort Worth and making the Inc. 5000 list for seven consecutive years.
Marshall Community Credit Union is a Marshall, MI-based company in the Financial Services sector.
Affiliated Financial Group is a Denver, CO-based company in the Financial Services sector.
Triumph Savings Bank is a Dallas, TX-based company in the Financial Services sector.