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Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
Merrimac Savings Bank is a Merrimac, MA-based company in the Financial Services sector.
Enium is making the renewable energy industry sustainable by doing right by customers. We empower homeowners to own their energy future by making residential solar easy, accessible and trustworthy. Our integrated approach brings financing, installs and sales under one roof for a seamless customer experience. For over ten years, Enium has become a trusted partner in an often fragmented industry. We deliver peace of mind to homeowners by addressing their concerns and keeping partners accountable. Aligning interests delivers the right systems to the right customers every time.
Executive Escrow Co is a San Clemente, CA-based company in the Financial Services sector.
South Valley Bank & Trust is a Klamath Falls, OR-based company in the Financial Services sector.