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When Forge Consulting was founded in January 2003, we were an insurance agency specializing in structured settlements and traditional annuities. The founding partners noticed an inequity in the settlement marketplace: far too often, injured parties were left no choice but to work with a single-product provider such as trustees, bankers, money managers, or structure brokers. Our mission, passion, and innovative settlement consulting approach of advice over product rapidly made us the sought-after source of settlement planning for plaintiff attorneys and their clients. Over the past two decades, our company has recognized that the needs of plaintiff families extend well beyond what a structured settlement or any single financial product could offer. We are now The Forge Companies, a nationally recognized team of specialists with proficient knowledge in comprehensive settlement planning. We have over 130 teammates with experience in financial services, legal, compliance, marketing, and operating companies. We are now Advocacy Trust, a Tennessee state-chartered trust company that offers a full range of traditional and special needs trust services and is committed to improving the lives of our clients, their families, and caregivers through investments, trusts, tax, and other fiduciary and administrative services. We are now Advocacy Wealth Management, creating financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. We are now Forge for Business, a commitment to providing a broad range of financial and business services to contingent fee attorneys, law firms, and general businesses. Services include fee deferral solutions, MSA/Lien solutions, insurance products, bookkeeping, payroll and HR, and IOLTA accounting.
The Bank of New York Company (NYSE: BK) is a global leader in providing a comprehensive array of services that enable institutions and individuals to move and manage their financial assets in more than 100 markets worldwide.
Winter Hill Bank is a Somerville, MA-based company in the Financial Services sector.
Charter National Bank and Trust is a Hanover Park, IL-based company in the Financial Services sector.
SouthStar Bank is a consolidation of the family-owned Lone Star Bank, First Star Bank, and Texas Star Bank – all State Savings Banks (S.S.B.). All three banks have a 5-Star rating by industry analyst BauerFinancial (www.bauerfinancial.com). Operations under the new name of SouthStar Bank have begun as of January 1, 2015 with approximately $650 million in assets. The combined banks will continue to serve their traditional central and south Texas markets through 14 full-service branches and five loan production offices. David Kapavik, President and CEO of Lone Star Bank (Moulton, TX) for 20 years has been named President and CEO of the new SouthStar Bank. Norman Koch, President of First Star Bank (Bremond, TX), has been named Regional President. Texas Star Bank (Lott, TX) President Billy Fleming has been named Executive Vice President and National Sales Manager for the firm`s mortgage warehousing operation. Throughout their 100-year history, the banks have remained true to their rural Texas heritage, focusing on community values and personal relationships coupled with flexible, common-sense lending. SouthStar Bank will continue to live these core values while specializing in commercial real estate lending, consumer and home loans, and nation-wide mortgage warehouse funding.