| Name | Title | Contact Details |
|---|
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.
Select Portfolio Servicing is a privately held company that has been in business since 1989. The company has operations in Salt Lake City and Jacksonville, FL.
First National Bank of Picayune is a Picayune, MS-based company in the Financial Services sector.
In 1995, privately held Ridgestone Bank opened its doors in Brookfield, Wisconsin to meet customer lending and depository needs. Purchased by new owners in 2006, Ridgestone expanded its commercial options and opened a branch in Schaumburg, Illinois. Utilizing new management, the bank increased business significantly by offering extensive SBA and USDA lending programs. In 2013-15, the bank added SBA/USDA loan production offices in Indianapolis, Northern Wisconsin, Wausau, Wis., Southern California, Tennessee and Ohio. Ridgestone continues to expand its lending footprint, funding SBA/USDA loans across the country.
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities reach their financial goals.