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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
First National Bank-Pinebelt is a Laurel, MS-based company in the Financial Services sector.
Prime Alliance Bank is a Woods Cross, UT-based company in the Financial Services sector.
Badger Globe is a Neenah, WI-based company in the Financial Services sector.
Brunswick Credit Union is the biggest credit union in New Brunswick, proudly serving over 40,000 members with $1 billion in assets. We are more than just a full-service financial institution; we are a community partner dedicated to improving the lives of New Brunswickers. The collaborative vision of Advance Savings, Bayview, and Progressive Credit Unions led to the formation of Brunswick Credit Union, dedicated to making a greater community impact. Our mission is to redefine banking by prioritizing our members and communities over profits. We invest back into the community, support local businesses, promote youth sports, and contribute to the future of New Brunswick. With 14 branches across New Brunswick, our employees are always ready to go above and beyond to create a personalized experience for every member. You are an important part of our community, not just a number.