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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.
Since opening our first branch in January 2005, Poppy Bank has grown to over $2 Billion in assets with branches across the San Francisco Bay Area, Roseville and Southern California. We also have loan production offices in Northern and Southern California, as well as in Washington, Oregon, Utah, Arizona, North Carolina, and New Jersey. Our commitment to providing the best products and services has propelled our success and garnered national recognition of our performance. Poppy Bank is 5-star rated by BauerFinancial, the nation`s leading independent bank and credit union rating firm, and is recognized as one of the strongest financial institutions in the country. The Bank is governed by our strong team of Executive Officers and a dedicated Board of Directors formed entirely by accomplished business leaders. Poppy Bank specializes in business lending including commercial loans and lines of credit, commercial real estate, construction and SBA/USDA loans. We have built a reputation of responding quickly to loan requests, turning applications around expeditiously, and closing loans. In addition, we offer a full array of personal and business banking products and services including deposit products, cash management services and ACH processing. We are the 13-time winner of Best Places to Work in the North Bay and recipient of the North Bay Biz Top 500 Companies Award. Each and every employee of Poppy Bank is dedicated to providing extraordinary service and building relationships with our clients. We give back to our communities through supporting employee volunteer hours, serving on non-profit boards of directors, and sponsoring events. We are committed to our clients and community, all of whom we consider an integral part of the Poppy Bank family. Come see us today at one of our convenient locations!
Liberty Bank offers you a selection of products and services that is designed to fit your unique banking needs and goals. Choose from benefits that are convenient, affordable, and flexible.
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