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Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
Pacific Capital Home Loan is a Anaheim, CA-based company in the Financial Services sector.
MoCaFi is a financial services platform for the 110 million Americans dealing with economic hardship and no path to a better circumstance. Our platform consists of a prepaid Mastercard, FDIC-insured bank account, money management app, credit-building bill payment and personal wealth coaching. We`re helping communities spend smart, build credit, and live wealthy.
Swan Valley Credit Union is a Swan River, MB-based company in the Financial Services sector.
Our Vision: To create exceptional results by creating exceptional experiences...the fun, smart place to bank, invest and work. Our Mission: To make every customer a customer for life. Core Values: We will… be obsessed with our Client`s success. keep learning and teaching. own it. work smart, play hard. communicate in ways that engage and inform. give back. be grateful. Blackhawk Bank operates eight banking centers in south central Wisconsin and north central Illinois, along the I-90 corridor from Elgin, Illinois to Janesville, Wisconsin. The Bank serves individuals, families, business owners and their employees with a wide array of innovative products and services. The Company offers a variety of value-added consultative services for small business owners such as cost-saving Health Savings Accounts, Investment Management, Human Resource consulting and more. Some history: In a Certificate of Organization adopted on March 26, 1881, a group of community leaders agreed “to associate ourselves in a corporate body to be known as Beloit Savings Bank for the purpose of receiving the deposits of laborers, mechanics, servants, minors and others, and to loan the same for the benefit of such depositors.” S.T. Merrill was elected the first President of the bank. Secretary / Treasurer John A. Holmes was authorized, under the direction of the Financial Committee, to make all necessary arrangements in conformity to law for the opening of Beloit Savings Bank. It served its customers from 2 until 4 PM on Mondays and Saturdays from the 2nd floor of the D.S. Foster Building in downtown Beloit, Wisconsin. So it began in 1881 for the bank now known as Blackhawk Bank. Today, lead by President and CEO Dave Adkins, Blackhawk is the second largest bank in Beloit, Wisconsin and second in all of Boone County, Illinois.