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We Partner alongside our clients in a variety of different ways. Best of all, our clients decide the level of service they need. We provide holistic Wealth Management which includes and start with Financial Planning. Topics inlcude: Investment Management Education Planning Risk Management Debt Repayment Insurance needs Income Tax Planning & Preparation Estate Planning
CBC Settlement Funding, LLC ("CBC") is a leader in the secondary market for structured settlements, annuities and other deferred payment obligations. CBC provides cash options to consumers holding unique assets with limited liquidity. CBC is "A" Rated BBB Accredited Business.
Community Bank of Rockmart is a Rockmart, GA-based company in the Financial Services sector.
First National Bank Waverly is a Waverly, IA-based company in the Financial Services sector.
BankAtlantic Bancorp Inc. is a unitary savings bank holding company. The Company's principal assets include the capital stock of BankAtlantic, a Federal Savings Bank and its subsidiaries and Ryan, Beck & Co. Inc. (RBCO), an investment banking firm and