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Florida Choice Bank is a Mount Dora, FL-based company in the Financial Services sector.
LNB is your local hometown community bank with eleven branch offices located throughout Wayne, Onondaga, Ontario, Seneca and Yates Counties. LNB has a long-standing tradition of excellence, dating back to 1852.
Somerset Savings Bank is a Bound Brook, NJ-based company in the Financial Services sector.
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.”
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.