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CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
BankPacific has provided friendly and personal service to individuals and businesses in the Western Pacific since 1954. Today we have four offices in Guam and one each in Saipan (the capital of the Commonwealth of the Marianas) and the Republic of Palau. We offer a full range of personal and commercial products with emphasis on relationship banking.
Accents Distinctive Events is a Rancho Cucamonga, CA-based company in the Financial Services sector.
Gothenburg State Bank has been providing banking services and products for over 100 years. We are locally owned and work hard to offer our customers the best in banking. We offer a full line of banking products and services geared to meet the needs of
Mission Bancorp is a Bakersfield, CA-based company in the Financial Services sector.