| Name | Title | Contact Details |
|---|---|---|
Patrick Johnson |
VP Talent Acquisition | Profile |
Amanda Lovejoy |
Director of Marketing | Profile |
Josh Swanstrom |
Director of Financial Operations | Profile |
Keri Landry |
VP Product/Strategic Development | Profile |
Paula Mathews |
VP Valued Client Services | Profile |
Liberty Bank (CA) is a Boulder Creek, CA-based company in the Financial Services sector.
NYCE Corporation (FDC) is a Secaucus, NJ-based company in the Financial Services sector.
We are an efficient independent community bank committed to quality services & products through new technology & competent personal attention in a growing delivery network. We aggressively seek out new customers while continuing to satisfy existing
Established in 1905, Peoples Security Bank & Trust Company is headquartered in Scranton, Pennsylvania and is one of the largest community banks in Eastern Pennsylvania, with a footprint stretching from Binghamton, New York down through the Endless Mountains into the Greater Scranton Area, the Poconos, Lehigh Valley and the Greater Delaware Valley. The bank is managed by a local Board of Directors and Executive mangement team. That means you will deal with a local team of bankers who know the market and understand the needs of the businesses in our local communities. Each office, interdependent with the community they operate in, offers a comprehensive array of financial products and services to individuals, businesses, not-for-profit organizations and government entities. Peoples` business philosophy includes offering direct access to senior management and other officers and providing friendly, informed and courteous service, local and timely decision making, flexible and reasonable operating procedures, and consistently applied credit policies. We`ve been here for our customers throughout the last century helping them purchase homes, start and grow their small businesses, and protect and grow their assets. If you are not already a customer, we invite you to become a Peoples Security Bank customer.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.