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Constellation Wealth Advisors is a New York, NY-based company in the Financial Services sector.
MutualFirst Financial, Inc. (MutualFirst) is a savings and loan holding company that has a wholly owned subsidiary MutualBank (the Bank). The CompanyÍs principal business consists of attracting retail deposits from the general public and investing those
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.
Commerce State Bank is building one of the premier banks in Southeastern Wisconsin. Founded in 2005 by Joe Fazio, Dave Borchardt and Tom Hopp, Commerce State Bank has grown with relentless customer service, professional advice, and specific expertise in the areas of Business Banking, High-Return CDs and Mortgage Lending. Commerce State Bank is defined by our people - experienced and helpful at earning relationships. Our three core values are to respect, cooperate and perform. We bring together people, convenience and exceptional products, which makes us the premier choice for your evolving banking needs. We also earn relationships for our clients by connecting them with people and organizations that can help them directly. When we connect valued partners, everyone benefits. Commerce State Bank believes in making a difference in the communities we serve. Through our Random Acts of Commerce program, we have donated thousands of dollars and countless hours to make a positive impact on the people of the communities in which we do business. For our customers, our communities and our people, we are dedicated to “Earning Relationships.â€
Headquartered in High Point, North Carolina, BNC Bancorp is the parent company of Bank of North Carolina, a commercial bank with total assets in excess of $5.4 billion. Bank of North Carolina provides a complete line of banking and financial services to individuals and businesses through its 63 banking offices in Virginia, North and South Carolina. The Bank`s 19 locations in South Carolina and nine locations in Virginia operate as BNC Bank.