| Name | Title | Contact Details |
|---|---|---|
Rudy Ramirez |
Chief Information Security Officer | Profile |
Massachusetts' most business friendly bank also offers consumer friendly Advantage Packages with free personal checking, preferred rates and prime borrowing. Offices in Hampden, Franklin, Hampshire Counties.
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.
State Bank Of Clarks Grove is a Albert Lea, MN-based company in the Financial Services sector.
WSFS Financial Corporation is a multi-billion dollar financial services company. Its principal subsidiary, WSFS Bank, is the oldest and largest bank and trust company headquartered in the Delaware Valley. WSFS has 77 offices located in Delaware, Pennsylvania, Virginia and Nevada, and provides comprehensive financial services including commercial banking, cash management, retail banking and trust and wealth management. Serving our communities since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. How do you get to be over 180 years old in a world that`s constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving our Customers and the community, and success will follow. We strive to meet our Customers` ever-changing banking needs and promise to exceed their expectations each and every day. As we serve, we strengthen, and as we strengthen, we have more opportunities to serve. It`s a virtuous cycle that enriches our organization and our community.
Locally owned for over 110 years, ChoiceOne Bank is a full service financial institution with offices in Kent, Ottawa, Muskegon and Newaygo Counties. ChoiceOne Bank offers insurance and investment products through its subsidiary, ChoiceOne Insurance Agencies, Inc. ChoiceOne Financial Services, Inc. is the holding company headquartered in Sparta, Michigan and the parent corporation of ChoiceOne Bank.