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Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Bserv Inc is a San Francisco, CA-based company in the Financial Services sector.
Freeport State Bank is a Freeport, MN-based company in the Financial Services sector.
Farm Credit Employees FCU is a Saint Paul, MN-based company in the Financial Services sector.
Omega Financial Corporation (Omega) is a financial holding company that operates through its banking subsidiary, Omega Bank (the Bank) and four active non-bank subsidiaries. The Company provides financial services primarily in central and north eastern