| Name | Title | Contact Details |
|---|
Locally owned and operated bank offering a full suite of financial products for consumers and businesses including checking, savings, loans with the only community bank trust department in the Valley. Whether we`re opening new offices, expanding our product line, or adding convenient services, our commitment to you is at the heart of everything we do. You`ll be on a first name basis with our team, and won`t have to wade through a maze of digital prompts to get information. We`re here to provide the answers you need, from online banking assistance to setting up an IRA to opening a new account.
Wilkinson County Bank is a Irwinton, GA-based company in the Financial Services sector.
Union State Bank is a Pell City, AL-based company in the Financial Services sector.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Frandsen Bank & Trust provides a true community banking experience to over 30 communities throughout Minnesota, North Dakota, and Wisconsin. By forming meaningful relationships with all customers, both large and small, we are able to deliver custom financial solutions that support their goals. Founded in 1982 by Dennis Frandsen, Frandsen Bank & Trust is owned by Frandsen Financial Corporation (FFC), a $3 billion interstate holding company, with an additional $1 billion in assets managed by our investment and trust divisions. Based in Arden Hills, Minn., FFC provides crucial operational support services to its bankers – allowing them more time with customers to develop personal, long-term banking relationships.