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Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.
Unbank Company is a Minneapolis, MN-based company in the Financial Services sector.
Welch Systems is a Peoria, IL-based company in the Financial Services sector.
Merchants Financial Group is a Winona, MN-based company in the Financial Services sector.
National Exchange Bank & Trust has proudly served East Central Wisconsin since 1933. We are an independent, family-owned financial institution that has been held in high regard as one of the highest rated financial institutions in the Midwest for many years. Our performance is supported by a strong balance sheet, prudent asset management and community investment. National Exchange Bank & Trust currently has in excess of $1 billion in assets and operates 27 offices throughout east central Wisconsin. The bank is privately owned by NEB Corporation, a multi-bank holding company located in Fond du Lac, Wisc. NEB Corporation has substantial cash reserves in addition to the bank’s financial strength and has no external debt.