| Name | Title | Contact Details |
|---|---|---|
Allen Winmill |
Chief Financial Officer | Profile |
Lisa Bates |
Senior Vice President - Support Operations | Profile |
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.
Established in 1839, Provident Bank has a strong history of service and stability. As we expanded, our capabilities grew to rival larger regional and national banks. However, our advantage over those larger banks is that we have also maintained our commitment to providing personal service. We serve individual and commercial customers with a wide scope of products and services. From personal checking to commercial loans, each account comes with individual attention from a Provident banker. Provident Bank is the wholly owned subsidiary of Provident Financial Services, Inc. (NYSE:PFS) and serves its customers through an extensive network of more than 80 branches throughout New Jersey and Pennsylvania and telephone and online banking systems.
First Home Bank is a Seminole, FL-based company in the Financial Services sector.
Modern Banking Systems' ONE SOLUTION, ONE COMPANY concept provides all the technology needed for a fully integrated, on-premise Core Data Processing Solution for community banks. The MBS Core Data Processing Solution provides: - Complete Accounting