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Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Caisse Financial Group is a bilingual financial co-operative where, as a member, you are also an owner who profits from our success. This makes the Caisse Financial Group significantly different from traditional banking institutions. In addition to profit sharing with member-owners, Caisse Financial Group returns a portion of its profits to the communities it services by supporting local projects and activities. Since earnings remain in the area you live, your membership directly contributes to the economic development of your community. Membership, which is open to all Manitobans, is your key to accessing the Caisse Financial Group full range of products and services, designed to meet your personal and business banking needs. Mission Statement Our mission statement describes who we are and is at the heart of our day-to-day business. Our mission reminds us of our origins and reflects our evolution over the past 75 years of the history of the Caisses of Manitoba : Caisse Financial Group is a financial co-operative which is open to all, offers personalized service in French and English, supports the financial health of its members and develops enduring relationships with its members, employees and their communities. Our Core Values Our values are the frame of reference that guides our actions and decisions and shapes the culture of our organization : Respect for Individuals Value our members, employees and partners and foster an inclusive culture. Integrity and Transparency Be ethical, honest and fair at all times. Innovation Continually improve our products and services in order to exceed our members` expectations. Community Involvement Actively participate in the sustainable development of the community, which was an integral part of the foundation of our organization and continues to be the basis of our success. Proud of our Heritage Celebrate our origins and preserve our culture.
The Richwood Banking Company is proud to be a full service independent bank. We have been a major contributor to various individual, business, civic, scholastic and governmental activities for the last 139 years. Our Board of Directors and Executive
Main Bank is a Albuquerque, NM-based company in the Financial Services sector.
First Community Bank is locally owned and operated. Its slogan, "Where Community Comes First," is the company`s commitment to be a good community partner. Its family of bankers believes in the value of giving their time, talents and financial support to many worthy causes.