| Name | Title | Contact Details |
|---|
Heritage Southeast Bank is where the best and brightest community banking employees work. More than 325 people work at our 26+ locations ranging from Alpharetta, Georgia to Jacksonville, Florida. With approximately $1.5 billion in assets, our Jonesboro, Georgia-based bank provides a well-rounded offering of commercial and consumer products through our Partner Banks: Heritage Bank, Providence Bank, and The Heritage Bank. Our Partner Banks are great places to work! Employees enjoy fun working environments as well as competitive benefits. We believe in creating relationships with customers to enable us to help them with their banking needs. The Partner Bank branches operate under their respective names but are part of the same single insured depository institution, Heritage Southeast Bank. A customer`s deposits in branches operating under different trade names are commonly insured and subject to the same FDIC insurance limits. Heritage Southeast Bancorporation Inc. serves as the holding company of Heritage Southeast Bank. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.
CTI Abstract Corp is a Goshen, NY-based company in the Financial Services sector.
West Plains Bank and Trust Co is a West Plains, MO-based company in the Financial Services sector.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Sunshine Bancorp, Inc. was formed in 2014 as the holding company for Sunshine Bank. Sunshine Bank was first organized in 1954 in Plant City, Florida. In 2014, after converting from the mutual form of organization to the stock form, the current name of Sunshine Bank was adopted. Operations are conducted from the main office in Plant City, and four additional offices in Hillsborough and Pasco County. Sunshine Bank provides financial services to individuals, families, and businesses primarily located in Hillsborough County and Pasco County, Florida. Sunshine’s common stock is traded on the NASDAQ Capital Market under the symbol “SBCP.”