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Formed in 2007 by a group of local investors, Nebraska Bank of Commerce`s mission is to “Partner with People to Create Success”. NBC is focused on Lincoln, Nebraska and the bank`s success is based on the success of our customers and neighbors, our investors and our team.
First State Bank of Olmsted is a Olmsted, IL-based company in the Financial Services sector.
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
Community State Bank Of Galva is a Galva, IL-based company in the Financial Services sector.
Grow With Us. The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either "captive" to an Insurance Company and its Broker/Dealer or an isolated individual trying to be totally independent. Our Belief is that Clients planning needs are best served by an Independent Investment Adviser they can trust, and with whom they can develop friendships. The CFD Companies are the outgrowth of a singular financial organization founded in 1969. Our founder was one of the early pioneers in the financial planning movement who believed clients should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990. The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers. Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values. Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600