| Name | Title | Contact Details |
|---|---|---|
Jill Burkeen |
Information Security Officer | Profile |
Preston State Bank is a Dallas, TX-based company in the Financial Services sector.
Home BancShares, Inc.`s vision is to be a high performing community banking organization with first-class customer service. Utilize our community banking philosophy to provide us a competitive advantage in serving our communities and customers. The local commitment to customers and community will provide results that enhance the return to shareholders, allow us to make a difference in the communities we serve and allow for associates to thrive in a challenging and meaningful banking career.
Bank Leumi USA (Leumi) is a full-service commercial and private banking institution providing financial services to middle market firms, as well as a full range of private banking solutions to domestic and international clients. Leumi also offers a broad range of securities and insurance products through its brokerage subsidiary, Leumi Investment Services Inc. More information about Leumi is available at www.leumiusa.com. Bank Leumi USA is an equal opportunity employer. Prospective employees will receive consideration without discrimination on the basis of race, creed, color, sex, national origin, religion, age, disability, marital status, sexual orientation, pregnancy or other medical condition, genetic information, military or veteran status, and any other characteristic protected by federal, state or local law.
Bank Annapolis is a Edgewater, MD-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.