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First Manitowoc Bancorp, Inc. (BFNC) provides financial services through its sole subsidiary, Bank First National, which was incorporated in 1894. The Bank is an independent community bank with 12 banking locations in Manitowoc, Brown, Sheboygan and Winnebago counties. The Bank has grown through both acquisitions and de novo branch expansion. The Bank offers loan, deposit and treasury management products at each of its banking offices. Insurance services are available through our bond with Ansay & Associates, LLC. Trust, investment advisory and other financial services are offered through the Bank's partnership with Legacy Private Trust, an alliance with Morgan Stanley Smith Barney and an affiliation with McKenzie Financial Services, LLC. The Bank is a co-owner of a data processing subsidiary, United Financial Services, Inc., which provides data services for over 55 Midwest banks. The company employs approximately 159 full-time equivalent staff and has assets of $1.06 billion as of March 31, 2014.
MetaBank® is a federally chartered savings bank headquartered in Sioux Falls, South Dakota. Meta Financial Group, Inc.®, is the holding company for MetaBank and its divisions: Meta Payment Systems, its electronic payments division; AFS/IBEX, its insurance premium financing division; and Refund Advantage, EPS Financial and Specialty Consumer Services (SCS), its tax-related financial solutions divisions.
Meridian Bank, N.A. is a Gilbert, AZ-based company in the Financial Services sector.
Mortgage Banking Assoc Inc is a Lakeland, FL-based company in the Financial Services sector.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"