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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.
With a central mission to provide fair financial solutions to all, OSB Group is a specialist lending and retail savings group serving the UK, Jersey and Guernsey, and is authorised by the PRA, part of the Bank of England, and regulated by the FCA. With a heritage dating back over 150 years, OSB floated on the London Stock Exchange in June 2014 and joined the FTSE 250 one year later. 2019 marked an exciting period of growth with the combination of OSB and Charter Court Financial Services, taking The Groups individual brands to 13, including Kent Reliance, Precise Mortgages, InterBay Commercial, Heritable Development Finance, and Charter Savings Bank. OSB Group focuses its specialist lending activities on selected sub-sectors of the lending market in which it has an established presence and expertise. These include private rented sector buy to let, commercial and semi-commercial mortgages, residential development finance, bespoke and specialist residential lending, secured funding lines and asset finance. Predominantly funded by retail savings originated through online and direct channels, The Group originates almost all of its organic lending through specialist intermediaries. Its differentiated through its use of highly skilled, bespoke underwriting and efficient operating model. The majority of the Groups administrative support functions are performed by its wholly owned operations in Bangalore, India.
Florida Choice Bank is a Mount Dora, FL-based company in the Financial Services sector.
Founded in 1921, Peapack-Gladstone Bank is a commercial bank that provides innovative wealth management, commercial and retail solutions, including residential lending and online platforms, to businesses and consumers. Peapack Private, the bank`s wealth management* division, offers comprehensive financial, tax, fiduciary and investment advice and solutions, to individuals, families, privately-held businesses, family offices and not-for-profit organizations, which help them to establish, maintain and expand their legacy. Together, Peapack-Gladstone Bank and Peapack Private offer an unparalleled commitment to client service. Visit www.pgbank.com and www.peapackprivate.com for more information. *Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by, Peapack-Gladstone Bank; and are subject to investment risks, including possible loss of the principal amount invested.
LegacyTexas is commercially oriented, North Texas community bank serving local entrepreneurs, businesses and families for more than 60 years. With over $8 billion in assets and 44 locations in 19 North Texas cities, we’re also one of the largest locally based banks in the area.