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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.
TFS Financial Corporation was organized as the mid-tier stock holding company for Third Federal Savings and Loan Association of Cleveland (Third Federal Savings and Loan or the Association). The Company also operates Third Capital
Bank of Santa Clara offers a range of retail and commercial banking products and services primarily to consumers and small-to-medium size businesses in the Santa Clara County market. (Source: 10-K)
Bank of George is a Las Vegas, NV-based company in the Financial Services sector.
Camden National Bank is a full-service community bank that offers state-of-the-art digital banking through a network of 58 banking centers and 71 ATMs in Maine, with lending offices in Massachusetts and New Hampshire. Headquartered in Camden, Maine, the bank has more than 600 employees who are dedicated to providing the best banking experience for customers every day. No matter what your financial needs are, we`re dedicated to helping you, your family, and your business succeed, while ensuring that our communities remain a vibrant place to live and work.