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Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money. Rather & Kittrell has built relationships with many successful business people. The satisfaction with the services they received on the personal wealth advisory level led them to request the firms help in managing their corporate retirement plans. The company now manages over one hundred ten retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. The firm also works with clients as an independent third party consultant in the areas of plan investment and operation. What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
Georgica Bank NA is a Bridgehampton, NY-based company in the Financial Services sector.
HomeStreet Bank is one of the largest community banks in the Northwest, California and Hawaii. Since we began in 1921, we`ve stayed focused on what we believe is most important: building long-term relationships with our customers and providing ongoing support to our communities. We offer a full range of financial services including commercial banking, commercial lending, consumer banking, mortgage lending, residential construction financing, commercial real estate financing and insurance services. Our primary area of community focus is housing and homes. HomeStreet also supports organizations where our employees have an integral involvement. HomeStreet is an Equal Housing Lender and makes mortgage loans without regard to race, color, religion, national origin, sex, handicap, or familial status. Member FDIC.
Lake Erie Transportation Commission is a Monroe, MI-based company in the Financial Services sector.
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.