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Here at South State, we have a passion for making our customers` lives easier and more convenient by providing them with the services they need combined with the service they need, too. By staying true to our values of relationship banking and commitment to our customers, we`re proud to have grown from serving the needs of one small community to helping businesses and individuals throughout the Southeast. Sponsoring local events, contributing to nonprofit programs and volunteering are just some of the ways we show we care, and take an active role in, our communities. Being involved and giving back to where we live and work is just a part of who we are.
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.
Citadel provides banking, investments and insurance services to 159,000 customers and nearly 400 companies. At $2 billion in assets, it is one of the area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Montgomery, and Philadelphia counties and the city of Lancaster.
Tri Valley Bank is a San Ramon, CA-based company in the Financial Services sector.
Madison Bank is a Richmond, KY-based company in the Financial Services sector.