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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.
Acme Continental Credit Union is a Riverdale, IL-based company in the Financial Services sector.
Since 1961, NDBT has been dedicated to serving our customers and communities by delivering authentic banking solutions for small businesses, entrepreneurs and goal-oriented individuals throughout North Texas. We offer a full range of modern lending services, deposit products and wealth management services that can be tailored to meet virtually any need. With a history of consistent profitability, stable ownership and commitment to our communities, NDBT is proud to be recognized as one of DFW`s largest and most respected independent banks. We understand that changes in technology, the economy and customer preferences will forever shape our industry. These factors will never alter our commitment to providing you with an exceptional experience delivered with Authentic Intelligence. Headquartered in Dallas on the corner of Preston Road and LBJ, NDBT has four additional banking centers located in Addison, Frisco, Las Colinas, and Plano. Member FDIC | Equal Housing Lender. North Dallas Bank and Trust Co is an equal opportunity employer that does not discriminate against sex, race, color, age, national origin, religion, sexual orientation, gender identity, protected veteran status, disability or other protected status.
Felton Bank is a Felton, DE-based company in the Financial Services sector.
Norther Skies FCU is a Anchorage, AK-based company in the Financial Services sector.