| Name | Title | Contact Details |
|---|
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Citizens Alliance Bank is a Clara City, MN-based company in the Financial Services sector.
What sets Mid-Minnesota apart from other financial institutions is that you, our member/owner, has a vested interest in our success. Any profits are returned to our membership in the form of higher dividend rates, lower interest rates on loans, additional technology, and growth in services. Your credit union is a member-owned financial cooperative. Member representatives are elected to and serve as volunteers on our Board of Directors. Additional members serve on our Supervisory Committee, Community Advisory Councils and our Teen Advisory Council. Mid-Minnesota Federal Credit Union serves all of Cass, Crow Wing, Douglas, Morrison, Todd, and Wadena Counties. If you live, work, worship, or attend school in any of these geographic regions, or are a relative of someone who live, works, worships, or attends school in these areas, you are eligible for membership.
Regulated asset management providing clients with customizable Digital and Real World Asset exposure.
Terre Haute Savings Bank is a Terre Haute, IN-based company in the Financial Services sector.