| Name | Title | Contact Details |
|---|---|---|
Sumeet Parekh |
Director of Finance | Profile |
George Alvarez |
Director of Financial Planning and | Profile |
Rachel Raymond |
Director Talent Acquisition | Profile |
Rebekah Cooper |
Director, Talent Development | Profile |
Mimi Carsley |
Chief Financial Officer | Profile |
State Bank Of Delano is a Delano, MN-based company in the Financial Services sector.
Sugar River Savings Bank is a Newport, NH-based company in the Financial Services sector.
Jefferson Bank of Texas is a Dallas, TX-based company in the Financial Services sector.
No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.
Manasquan Bank has been dedicated to helping our community grow and thrive since 1874 with mortgages, construction loans, business loans, and everyday banking like checking and savings accounts.