| Name | Title | Contact Details |
|---|
Whitestone Financial is a Clemmons, NC-based company in the Financial Services sector.
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Connecticut River Bank, N.A. provides an array of residential loan products from conventional mortgages, land loans, construction loans, jumbo mortgages, VHFA, NHHFA and more.
Mission Community Bank is a San Luis Obispo, CA-based company in the Financial Services sector.
The Bank of Miami is a Coral Gables, FL-based company in the Financial Services sector.