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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.
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Upper Peninsula State Bank is a Escanaba, MI-based company in the Financial Services sector.
TCF is a Wayzata, Minnesota-based national bank holding company. As of September 30, 2018, TCF had $22.9 billion in total assets and 315 bank branches in Illinois, Minnesota, Michigan, Colorado, Wisconsin, Arizona and South Dakota providing retail and commercial banking services. TCF, through its subsidiaries, also conducts commercial leasing and equipment finance business in all 50 states and commercial inventory finance business in all 50 states and Canada.
Klein Financial, Inc. is a Chaska, MN-based company in the Financial Services sector.