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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.
Inter National Bank is a Mcallen, TX-based company in the Financial Services sector.
Farmers National Bank has a long, deep-rooted history as a financial institution. Since February 10, 1879, the bank has served customers in ways that earn their trust and loyalty. As it has helped generations of customers in the Bluegrass state achieve their goals, it is known as "Your Lifetime Bank." The bank has 10 banking locations within Boyle, Garrard, Lincoln and Mercer counties of Kentucky. Farmers National Bank has had a Trust Division since 1909. WealthSouth offers Investment Management; Trusts; Estates; Retirement; 401(k)s; Employee Stock Ownership Plans (ESOPs) and Private Banking with offices located in Danville, Bowling Green and Lexington, Kentucky. Since 2001, Farmers National Bank has been offering brokerage and insurance services thru FNB Investment Services and FNB Insurance Services.
City Bank is a Lubbock, TX-based company in the Financial Services sector.
Washington State Bank is a Washington, IA-based company in the Financial Services sector.