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The Company had $6.32 billion in consolidated assets as of December 31, 2018 and is the parent company of the Bank. The Bank was founded in 1864, is headquartered in Brooklyn, New York, and currently has twenty-nine branches located throughout Brooklyn, Queens, the Bronx, and Nassau County and Suffolk Counties, New York.
Grinnell State Bank is a Grinnell, IA-based company in the Financial Services sector.
Heritage South Community CU is a Shelbyville, TN-based company in the Financial Services sector.
Alliance Financial Corporation (Alliance) is a financial holding company of Alliance Bank, N.A. (the Bank). The Bank provides financial services from 29 retail branches and customer service facilities in the New York counties of Cortland, Madison,
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.