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South Point Bank is a Birmingham, AL-based company in the Financial Services sector.
Benchmark Bank is one of the leading companies in the Financial Services sector.
Rockland Trust Company is a full-service commercial bank headquartered in Massachusetts (NASDAQ: INDB). Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Massachusetts and Rhode Island.
Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Based in Tampa with locations in Florida, were proud to operate locally as boutique firm, but with the backing of Guardian Life Insurance Company, a 150 year old national mutual insurance company built on a history of delivering on promises made to clients. This unique structure allows us to be large and resourceful but still offer the personal and individualized planning our clients deserve.
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.