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Traverse City State Bank is a Traverse City, MI-based company in the Financial Services sector.
Global Express is a Silver Spring, MD-based company in the Financial Services sector.
Automated Systems is a Lincoln, NE-based company in the Financial Services sector.
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
The Bank of Marion was granted a charter on September 15, 1937 and opened for business on December 15th of that same year. The Bank was founded by 33 local individuals and over 60 years later it is still owned by the people of Williamson County. The Bank