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Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
Swiss America Trading Corporation is a Phoenix, AZ-based company in the Financial Services sector.
First United Bank and Trust is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and North Texas.
BCT - Bank of Charles Town, also known as The Community`s Bank, is a historic community bank established in 1871. The bank serves its communities by providing Commercial and Retail Banking services, Residential Mortgages, and Trust and Wealth Management services. American Banker named BCT a “Best Bank To Work For” in 2019. Forbes recognized BCT as a 2018 Best In State Bank. With it`s main office located in Charles Town, West Virginia, BCT serves the Eastern Panhandle of West Virginia, Western Maryland, and Northern Virginia through 10 convenient banking offices and one Loan Production Office in the following locations: - West Virginia: Charles Town (main office), Harpers Ferry, Kearneysville, Martinsburg, and Hedgesville - Maryland: Hagerstown - Virginia: Leesburg, Middleburg and Purcellville
Turlock Commerce Bank Inc is a Turlock, CA-based company in the Financial Services sector.