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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.
Home Federal Bancorp, Inc. of Louisiana operates as the holding company for Home Federal Bank that provides financial services to individuals, corporate entities, and other organizations. The company accepts various deposit products comprising passbook savings, certificates of deposit, and demand deposit accounts. It also originates a range of loan products, such as one- to four-family residential real estate loans; commercial real estate loans; multi-family residential loans; commercial business loans; land loans; construction loans; home equity and second mortgage loans; equity lines of credit; and consumer non-real estate loans, including loans secured by deposit accounts, automobile loans, overdraft, and other unsecured loans. In addition, the company offers security brokerage and advisory services through a third party provider. As of August 20, 2013, it operated through four full-service banking offices and one commercial lending agency office in northwest Louisiana. Home Federal Bancorp, Inc. of Louisiana was founded in 1924 and is based in Shreveport, Louisiana.
United Equipment Funding is a Henderson, CO-based company in the Financial Services sector.
Wabash American Benefits/Verus Health is a Indianapolis, IN-based company in the Financial Services sector.
West Central Georgia Bank is a Thomaston, GA-based company in the Financial Services sector.