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SouthStar Bank is a consolidation of the family-owned Lone Star Bank, First Star Bank, and Texas Star Bank – all State Savings Banks (S.S.B.). All three banks have a 5-Star rating by industry analyst BauerFinancial (www.bauerfinancial.com). Operations under the new name of SouthStar Bank have begun as of January 1, 2015 with approximately $650 million in assets. The combined banks will continue to serve their traditional central and south Texas markets through 14 full-service branches and five loan production offices. David Kapavik, President and CEO of Lone Star Bank (Moulton, TX) for 20 years has been named President and CEO of the new SouthStar Bank. Norman Koch, President of First Star Bank (Bremond, TX), has been named Regional President. Texas Star Bank (Lott, TX) President Billy Fleming has been named Executive Vice President and National Sales Manager for the firm`s mortgage warehousing operation. Throughout their 100-year history, the banks have remained true to their rural Texas heritage, focusing on community values and personal relationships coupled with flexible, common-sense lending. SouthStar Bank will continue to live these core values while specializing in commercial real estate lending, consumer and home loans, and nation-wide mortgage warehouse funding.
At Straight Arrow Financial Group, we thrive on giving confidence to you and your loved ones. Through genuine relationships, reliable team knowledge and honest advice, we are here to help you work towards your financial goals. When you join our group, you become family and we believe that "family is not an important thing. It is everything." Michael J. Fox At Straight Arrow Financial Group, our licensed staff is organized to assist you with your entire planning needs. Whether you are: - Creating an income stream, - Navigating the health care gauntlet, or - Passing your savvy habits to your children We are here for you when you need us the most. With LPLs state of the art technology, our extensive health care planning and client involvement, we want you to know that your livelihood is our top priority. Find out what your familys future holds with Straight Arrow Financial Group. Securities offered through LPL Financial Member SIPC www.sipc.org. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Straight Arrow Financial Group and Independent Advisor Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to conduct securities business, visit my website at www.straightarrowfg.com.
Lake Forest Bank and Trust is a true community bank. Our promise is to provide customers with good old-fashioned personal service and a broad range of quality financial products. Products like our innovative: Junior Savers Club that teaches kids a fun
Affiliated Financial Group is a Denver, CO-based company in the Financial Services sector.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com