| Name | Title | Contact Details |
|---|
FirstKey Holdings is a real estate firm that provides real estate finance and investment services.
Citizens Bank of New Tazewell is a New Tazewell, TN-based company in the Financial Services sector.
MidWestOne Bank and Trust is the largest subsidiary of the family of Iowa banks that make up the publicly traded company MidWestOne Financial Group. We have eight locations serving the Oskaloosa, North English, Hudson, Belle Plaine, and Waterloo
Benergy OS is a Waynesboro, PA-based company in the Financial Services sector.
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.