| Name | Title | Contact Details |
|---|
Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
Citizens South Bank is the oldest continuously existing financial institution chartered in Gaston County.
Putnam County National Bank of Carmel is a Carmel, NY-based company in the Financial Services sector.
First National Bank South Dakota is a Yankton, SD-based company in the Financial Services sector.
Covenant Bank and Trust is a Rock Spring, GA-based company in the Financial Services sector.