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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
First National Bank of AVA is a Ava, IL-based company in the Financial Services sector.
Banc Serv Documentation Svc is a Yorba Linda, CA-based company in the Financial Services sector.
Affiliated Bank opened its doors in 1959 as Affiliated Federal Credit Union. It was chartered to be a financial institution that would serve the Affiliated Food Stores, their owners, employees and their families. The next step of the journey began when the Credit Union converted to a Federal Savings Bank on June 1, 1998. To stay adequately capitalized to support growth, Affiliated Bank converted from a mutually owned bank into a stock owned savings bank in 2000. This change enabled expanded operations, including increased lending and investment activities. Today, Affiliated Bank has branches located in Arlington, Bedford, Garland, and Round Rock, with our corporate office in Arlington, Texas. We are a full-service bank that includes a Mortgage division with lenders located across Texas. In addition, we have a team of lenders that provide loan options to small business through the Small Business Administration (SBA) where we are a Preferred Lender. Our bank is committed to maintaining the high level of personal service our customers have grown accustomed to and continues to promote the “Affiliated Bank” image by providing a comfortable and friendly environment to conduct financial business. We take great pride in our “can do” culture for our customers, team members, and shareholders. We invite you to stop by and see for yourself what a friendly community bank feels like. By the end of your visit you will understand our motto - Why bank anywhere else! Member FDIC. Equal Housing Lender.
Second Federal Savings is a Chicago, IL-based company in the Financial Services sector.