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Seaside National Bank and Trust is a Orlando, FL-based company in the Financial Services sector.
Clackamas County Bank is a Sandy, OR-based company in the Financial Services sector.
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.
Since 1950, United Community Bank has been dedicated to providing best in class service to our customers as the foundation of every relationship. We are “The Bank That SERVICE Built®” and we are committed to improving the communities we service through the philosophy of delivering exceptional banking service. Carrying an average Customer Overall Experience Rating of 9.6 out of 10*, United operates as one of the strongest and most secure banks in the Southeast. In conjunction, from 2014 to 2018, we earned the top ranking for overall customer satisfaction in the Southeast from the J.D. Power U.S. Retail Banking Satisfaction Study℠. Forbes also included United on their list of 2019 World`s Best Banks, a study based on "general satisfaction and key attributes like trust, fees, digital services and financial advice." With 149 banking locations throughout Georgia, North Carolina, South Carolina and Tennessee, we provide a full range of consumer and commercial banking products to fit your unique needs. If you want a better banking experience, visit your local United Community Bank today and allow our team to deliver the personal attention you deserve.
CU Direct Connect is a Denver, CO-based company in the Financial Services sector.