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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Olympia Federal Savings began in 1906 in downtown Olympia remaining a mutual savings and loan, owned by our account holders ever since. With loans and deposits staying local, you can rest-assured knowing your dollars are reinvested back into the community in which you work and live. We are also a portfolio lender, which means we don’t sell your loan, it remains with us throughout its lifetime; giving you peace-of-mind knowing exceptional customer service and support is with you every step of the way. This commitment to local lending improves our local education systems, economy, social services, and municipalities; which in turn helps strengthen our local quality-of-life. OlyFed is truly a great combination of community passion and local banking at its best. This is home. It’s where we raise our families, create memories with neighbors and share life and special occasions with loved ones. This is why each year OlyFed dedicates at minimum 5% of our profits to support hundreds of nonprofit organizations; however, in the past 6 to 7 years when the needs have been greater, we have contributed 10 to 15% of our profits toward charitable endeavors. In addition, OlyFed employees dedicate hundreds of hours of their time and talents through volunteer service to many important and vital causes in our South Sound region. Olympia Federal Savings has maintained a 5-star “superior” rating from Bauer Financial. Only 1% of the nation’s banks have earned Bauer’s top rating for so long and with such consistency, making us one of the strongest banks in the South Sound. With 8 branches in Thurston and Mason counties to serve you; our professional, knowledgeable and compassionate bankers are just a short walk, bike ride or drive away. We also provide our customers with the modern conveniences of online and digital banking, so if you’re out of town or just more comfortable managing your account from the comforts of your couch you can do that too.
Sharonview was created in 1955, after 20 manufacturing employees met with a representative from the North Carolina Credit Union League. From that meeting the credit union was formed with only $11,000 in assets. Today, Sharonview provides service to members worldwide through a network of branches located in North Carolina and South Carolina as well as through our full-service Member Experience Center and our free Online Banking system. Currently, holding over $1 billion in assets Sharonview stands above the crowd in delivering the personal touch, providing exceptional value, and supplying financial services you can trust. Sharonview is a progressive, rapidly-growing organization that provides excellent career opportunities for self-motivated, service-oriented individuals. Team members enjoy an excellent benefits package including attractive medical, dental, vision, prescriptions, paid holidays and vacations, a generous employer-matched 401k plan and more. If you enjoy working in a fast-paced, team environment, we are looking for you!
Home Savings Bank is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about Home Savings Bank, please visit www.home-savings.com
Lerch, Vinci, & Higgins is a Fair Lawn, NJ-based company in the Financial Services sector.