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Citizens State Bank is a Perry, FL-based company in the Financial Services sector.
Bank of Beaver City is a Beaver, OK-based company in the Financial Services sector.
Heritage Trust Co-New Mexico is a Taos, NM-based company in the Financial Services sector.
Palco, Inc. is a minority-owned and women-led company that specializes in Vendor Fiscal/Employer Agent (VF/EA) Financial Management Services (FMS) and home and community-based services. Founded in 1998, Palco serves over 10,000 clients across nine states, focusing on participant-directed care programs for older adults, individuals with disabilities, and veterans. The company empowers consumers to exercise choice and control over their in-home care. Palcos core services include managing fiscal and employer agent responsibilities, care coordination, information and assistance, and skills training. The company pioneered the self-directed services model and became the F/EA FMS entity for the Veterans-directed Home and Community-based Services program in 2009. Palcos leadership team has extensive expertise in community involvement, policy, business development, and technology, ensuring high-quality, person-centered service delivery. The company is committed to accountability, choice, and quality in consumer-directed care, supporting individuals to live independently with dignity.
Triad Partners is a financial services organization based in Sugar Land, Texas, founded in 2020. The company focuses on empowering financial advisors to grow their businesses while maintaining personal fulfillment and work-life balance. Triad Partners operates under the principle of "Do Business and Do Life" (DBDL), aiming to create significance beyond just financial metrics. The company offers a range of services, including coaching and development tailored to help advisors refine their vision and build effective teams. Triad also fosters community building through a network of elite advisors, known as "The Movement," who collaborate for professional and personal growth. Additionally, its T3 division provides branding and creative services to help advisors differentiate themselves in competitive markets. Triad Partners emphasizes educational frameworks and operational tools to enhance efficiency while supporting advisors personal freedom.