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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.
Novo is the banking solutions platform built for small businesses. We remove the usual hassles of business banking and empower companies to reach their full potential with free checking, automated tools, and seamless integrations—all in one platform. Powered by Middlesex Federal Savings, F.A. Novo is a fintech, not a bank. Banking services provided by Middlesex Federal Savings, F.A.; Member FDIC.
Chisholm Trail State Bank is a Wichita, KS-based company in the Financial Services sector.
The Mortgage Professional is our Client. You are not a "candidate". We treat each of you as an important client and value our relationship. Every client we speak with has different and unique needs and goals. We are experts at aligning our clients with the Lender that will help you grow your business. We partner with a number of top Lenders that offer various platforms. If we do not work with a Lender partner that fits your needs, we will find one for you.
ClearBridge Investments is a global equity manager with over 60 years of experience in the investment management industry. The company focuses on delivering long-term results through active, research-driven investment strategies across various asset classes. Owned by Franklin Resources, Inc., ClearBridge operates with investment autonomy, allowing it to maintain a unique approach to managing investments. The company offers a range of services, including global equity management and infrastructure investments. ClearBridge specializes in managing global equity portfolios to achieve strong absolute returns while understanding and pricing risks. Its infrastructure investment team, particularly active in Australia, seeks to identify top infrastructure assets in the listed equity market, aiming for strong risk-adjusted returns. ClearBridge is also committed to responsible investing, integrating Environmental, Social, and Governance (ESG) factors into its decision-making process and has been a signatory to the Principles for Responsible Investment since 2008. With a global presence and offices in major cities, ClearBridge manages approximately $189.6 billion in assets and serves a diverse range of investors, including institutional clients and financial advisors.