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Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
Navigating Your Financial Future. Our approach and equation is simple – our focus is on you. We will - help you get on the path to your financial success. We will - work together with you to get you to your destination, by focusing on your unique goals, values and priorities, by creating a financial plan that is suited to your distinctive situation. Our experienced advisors will take a holistic approach to your financial plan, and by reviewing your plan regularly, adjustments can easily and quickly be made as your life changes and evolves, which can impact your financial goals and needs. In addition, our long history working with non-profit organizations has positioned us as a trusted resource for retirement and pension plans, and helping our clients make better decisions going into retirement, based on their plans and contracts. Let EFS Advisors take care of you, so you can focus on the more meaningful things in your life. Important Disclaimers - https://efsadvisors.com/site/assets/files/2593/social_media_disclaimer.pdf
Seamen`s Bank is highly regarded throughout the Commonwealth for its fiscal strength and stability, as well as for its ability to respond quickly to the needs of its customers. Our business customers look to us for checking accounts that are free of transaction charges, credit on charge deposits within 24 hours, and a full range of loan and mortgage offerings. Seamen`s Bank was incorporated in 1851 as Seamen`s Savings Bank, a mutual savings bank catering to the small saver and average worker. The first complete Treasurer`s Report to the Trustees occurred on January 15, 1853 and listed 30 depositors with total deposits of $3,295.00. Today the Bank has in excess of 17,000 accounts with deposits of $275,000,000 serving the Lower Cape.
RBS Business Capital is a Atlanta, GA-based company in the Financial Services sector.
American Federal Bank is a Fargo, ND-based company in the Financial Services sector.