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Wilshire Bancorp, Inc. is a bank holding company offering a range of financial products and services primarily through the main subsidiary, Wilshire State Bank (the Bank), a California state-chartered commercial bank. The segments of the Company are
Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $25 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services. Wintrust provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 15 wholly owned banking subsidiaries and more than 150 locations.
Schertz Bank and Trust is a Schertz, TX-based company in the Financial Services sector.
PCS Retirement is one of the nations largest independent and conflict-free retirement solution providers. PCS acquired Aspire in 2019 and together they provide recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS comprehensive retirement solutions platform includes business development tools for financial advisors and a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, IRA including Payroll Deduction, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts, and health savings accounts. https://www.pcsretirement.com/
We Partner alongside our clients in a variety of different ways. Best of all, our clients decide the level of service they need. We provide holistic Wealth Management which includes and start with Financial Planning. Topics inlcude: Investment Management Education Planning Risk Management Debt Repayment Insurance needs Income Tax Planning & Preparation Estate Planning