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Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, were focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer. Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.
Starion Bank is a $1.2 billion bank providing banking, mortgage, insurance and investment services for individuals, families and businesses across the Midwest. As a family-owned, independent supercommunity bank, we have the same services and technology as larger banks, yet we offer personal service, make decisions locally and are deeply dedicated to the communities we serve. Our mission is to serve with understanding, earn trust through our integrity, inspire confidence by our knowledge and work passionately for customer, community and company success.
Fidelity Investments is a leading financial services company based in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, it has grown to become one of the largest retail investment firms globally. Fidelity is recognized for its innovative financial management solutions, catering to individual investors, employers, and institutional clients. The company offers a wide range of services, including financial planning, commission-free trades, and educational resources for individual investors. For employers, Fidelity develops comprehensive benefit programs that encompass retirement savings, health and welfare services, and student loan repayment options. Institutional clients benefit from Fidelity Institutional Asset Management, which provides extensive research and tailored investment solutions. With over 21 million individual and corporate customers, Fidelity is a major player in the mutual fund and discount brokerage markets. The company also partners with more than 29,500 businesses and over 15,900 wealth management firms, emphasizing its commitment to innovation and customer satisfaction in the financial services industry.
Grandpoint Bank and our divisions, serving southern California, Arizona and southern Washington, have built a reputation for taking great care of our clients – businesses and their owners, professionals, and entrepreneurs – by creatively applying traditional banking products and services in customized ways. At Grandpoint, we love what we do and we share a passion for helping clients succeed. We know what it takes to launch and a run a business, and we understand the challenges our clients face. We bring good business sense, a collaborative, can-do attitude and a deep understanding of banking to every relationship. Grandpoint Bank’s seven-branch network in L.A. and Orange counties is built on community bank lineages with proud histories, deep roots and enduring legacies. Our divisions, San Diego-based Regents Bank, Arizona’s Bank of Tucson and The Biltmore Bank of Arizona in Phoenix, retain separate, well respected brands, and regional autonomy in their markets. No matter where our clients bank, they enjoy access to our complete network of banking offices and banking experts. We are proud of our superior five-star rating for strength, stability and soundness from BauerFinancial, a highly regarded independent rating and research firm. BauerFinancial only awards five-star ratings to banks that are considered to be the strongest in the nation. Grandpoint Bank is a wholly owned subsidiary of Grandpoint Capital, Inc., a bank holding company, headquartered in Los Angeles.
First Bank of Beverly Hills is a Calabasas, CA-based company in the Financial Services sector.