| Name | Title | Contact Details |
|---|
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Crestmark is a nationally recognized provider of working capital solutions for small- to medium-sized businesses. Financing solutions include asset-based lending, accounts receivable financing, traditional factoring, discount factoring, payroll financing, and invoice financing. An FDIC-insured bank, Crestmark has extensive experience helping many industries, including manufacturing, staffing, transportation, government contractors, petrochemical, and more. Headquartered in Troy, Michigan, with regional offices in Florida, Louisiana and Tennessee; and sales and financing offices located throughout the country.
First National Bank of Litchfield is a Litchfield, IL-based company in the Financial Services sector.
The Federal Reserve Bank of Minneapolis and its branch in Helena, Montana are committed to providing a work environment where diversity is embraced and all employees are respected and valued. We believe that by recognizing, respecting and valuing the uniqueness of our workforce and providing development opportunities for all, we can effectively apply all of our talents, skills and experiences to achieve the goals of the organization. Federal Reserve System Mission: To foster the stability, integrity, and efficiency of the nation`s monetary, financial, and payment systems to promote optimal economic performance and maintain public confidence. Ninth District core values include: Service -- We serve the public; Integrity -- We do the right thing and uphold the highest ethical standards; Inclusion -- We treat everyone with respect and embrace our differences; Initiative -- We challenge ourselves to advance our mission and deliver excellence; Accountability -- We take responsibility for our actions and our performance; Objectivity -- We ground our work in rigorous independent analysis.
Headquartered in DeWitt, NY, a suburb of Syracuse, Community Bank System, Inc. (NYSE:CBU) is a registered bank holding company with $7.4 billion in assets and approximately 180 customer facilities across Upstate New York, where it operates as Community Bank, N.A. Member FDIC. Equal Housing Lender. The Company`s other subsidiaries include: BPAS, an employee benefits administration and consulting firm with offices in Upstate New York, Pittsburgh, Philadelphia, Houston and Puerto Rico; the CBNA Insurance Agency, with offices in three northern New York communities; Community Investment Services, a broker-dealer delivering financial products throughout the Company`s branch network; and Nottingham Advisors, a wealth management and advisory firm with offices in Buffalo, NY, and North Palm Beach, Fl.