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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.
Commerce State Bank is building one of the premier banks in Southeastern Wisconsin. Founded in 2005 by Joe Fazio, Dave Borchardt and Tom Hopp, Commerce State Bank has grown with relentless customer service, professional advice, and specific expertise in the areas of Business Banking, High-Return CDs and Mortgage Lending. Commerce State Bank is defined by our people - experienced and helpful at earning relationships. Our three core values are to respect, cooperate and perform. We bring together people, convenience and exceptional products, which makes us the premier choice for your evolving banking needs. We also earn relationships for our clients by connecting them with people and organizations that can help them directly. When we connect valued partners, everyone benefits. Commerce State Bank believes in making a difference in the communities we serve. Through our Random Acts of Commerce program, we have donated thousands of dollars and countless hours to make a positive impact on the people of the communities in which we do business. For our customers, our communities and our people, we are dedicated to “Earning Relationships.”
Rochester State Bank is a Rochester, IL-based company in the Financial Services sector.
First Security State Bank is a Evansdale, IA-based company in the Financial Services sector.
Founded in 2012 and headquartered in Austin, TX, Visio Lending is the nations leader in rental loans. We help investors grow their rental portfolios with our laser-like focus, streamlined process, innovative technology, and outstanding team. A strong leadership team backed by decades of experience and a deep understanding of real estate, technology, and finance, led us to become the 100+ employee and 6,000+ loan success we are today. *All loans are originated by Visio Financial Services Inc. Visio Financial Services Inc. is licensed by the California Department of Business Oversight as a California Finance Lender, license number 60DBO-56345.