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Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
International Book Bank Inc is a Baltimore, MD-based company in the Financial Services sector.
Lumbee Guaranty Bank is a Pembroke, NC-based company in the Financial Services sector.
First United Security Bank is a Thomasville, AL-based company in the Financial Services sector.
Since 1909, Armstrong Bank has taken pride in providing exceptional customer service. As a family-oriented bank with locations across Oklahoma and Arkansas, our banking experts live and work in the communities that they serve. Armstrong employees dedicate their time and talents to a wide variety of community organizations and are always working to exceed community and customer expectations.