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Shorebank Corporation is a Chicago, IL-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
First Financial Trust is a Newton Lower Falls, MA-based company in the Financial Services sector.
No one understands your needs like a local bank where decisions aren`t run up to the corporate office. Our employees are your neighbors and customers, living the same realities you do. Serving our community for 70 years, we offer the flexibility, warmth and customer service that only local decision-making can provide. With five branch offices in Lake Oconee, downtown Greensboro, Watkinsville, Atlanta, and Savannah, our commitment to excellence has never wavered.
The bank is in business to make a profit for its shareholders. This means that we must operate the bank as efficiently as we can. Efficient operations and quality services are the two major cornerstones upon which we will build future profits sufficient