| Name | Title | Contact Details |
|---|
We are a boutique investment advisory firm inspired by the larger purpose: to protect wealth, ease stress, and empower dreams. We partner with you across every aspect of financial life to solve complex problems, get rid of your worries, and achieve your goals - giving you the peace of mind to focus on what matters most to you. We make this possible by leveraging decades of collective experience and delivering customized planning, comprehensive wealth management, and highly personal family office services. Above all, we are a culture of CARE - inspired and driven by core principles that guide our actions and fuel our passion to protect your family for today and future generations. Crescent Harbor Private Wealth is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Crescent Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
IncredibleBank is America`s First Online National Community Bank, and what we do is get our customers to their incredible. Whatever incredible means to them. Life has plenty of challenges and we don`t want your bank to be one of them. We`ve raised the banking bar because our customers have asked us to. Wherever they might be, and for whatever reasons they want, they`ve asked us to make life incredible for them. And we`re all too willing to oblige. With a name like IncredibleBank, we better be that everyday and every time. Our name keeps us honest and reminds us all the time what we need to be, incredible. IncredibleBank actually started in 1967 as River Valley Bank with a single location in Rothschild, Wisconsin. Over the years we grew to 15 locations in Wisconsin and Michigan`s Upper Peninsula. We were, and still are, a community bank in those areas with a focus on providing businesses and residents with top-notch banking products and services, but now under the name IncredibleBank. In 2009, we opened IncredibleBank, our online, national community bank, and because of its rapid success, we decided to merge both banks into one powerhouse brand that remained committed to the communities we serve, but with a twist. And that twist was to bring both banks together and be known from here on out as IncredibleBank. But that`s where we are today, how did it all begin? Ron and Kay Nicklaus were a dynamic husband and wife team who were committed to agriculture, and became the largest grower and shipper of beans in the U.S. They had a clear vision of what banks should do and an even clearer vision of what banks weren`t doing. They purchased River Valley Bank in 1983, and with their sons Todd and Greg, and then current President and CEO, Todd Nagel, turned the bank into IncredibleBank. Now, IncredibleBank serves customers in all 50 states, and was named the Most Innovative Bank in America.
Athens First Bank is one of the leading companies in the Financial Services sector.
First Citizens Bank is an independent community bank with locations in Columbia Falls and Kalispell. We also have an independent insurance agency as part of our business, (Citizens Insurance with offices in both Columbia Falls and Kalispell). Our market
For over 95 years, Chemical Bank`s hometown approach to banking has remained steadfast and focused on community banking, highlighted by local leadership and decision making, a devotion to community and personalized service. We have over 180 branches that are divided amongst our 18 Community Banks, each of which has its own Community Board. We are committed to delivering the guidance and support you need to plan for the future and reach your financial goals. Using a team approach, we provide you with an array of expertise that spans business, personal and investment services. Our experienced professionals spend much of their time working closely with you, and learning about your goals in order to develop financial solutions that will help you meet your needs.