| Name | Title | Contact Details |
|---|---|---|
Sachin Shetty |
Chief Technology Officer | Profile |
Daniel Hooper |
Chief Information Security Officer | Profile |
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
It all started in the tiny town of Verona, Mississippi, a community just south of Tupelo in the heart of Northeast Mississippi. For more than 142 years, BancorpSouth has met the banking needs of the communities in which we live and work. We give customers the full spectrum of banking products and services through local, personalized attention from people in our communities. Our big-bank offerings and small-bank feel make us a unique partner for customers who want to be more than just an account number. BancorpSouth (NYSE: BXS) has grown over the years through a series of mergers and acquisitions to approximately $20 billion in assets. The bank operates more than 300 full service branch locations as well as additional mortgage, insurance, and loan production offices in Alabama, Arkansas, Florida, Louisiana, Mississippi, Missouri, Tennessee and Texas, including an insurance location in Illinois. BancorpSouth is committed to a culture of respect, diversity and inclusion in both its workplace and communities. Our Mission Statement: Guided by uncompromising honesty and integrity, BancorpSouth strives to provide relationship-focused financial services in a manner that: exceeds the expectations of our customers, supports the betterment of our communities, instills pride and passion in our teammates, and delivers value to our shareholders.
Circa is the rent payment platform that eliminates the hassle of collections for multifamily operators and managers. Fully integrated with your management system and customized for your needs, Circa makes it easier for residents to pay with convenient choices on when and how to pay. We increase on-time collection by 17%+, improves delinquency by 50%+, and saves 33%+ of managers time.
Home Loan Specialists Inc is a Livonia, MI-based company in the Financial Services sector.
Dutton Associates Independent Research is a Roseville, CA-based company in the Financial Services sector.