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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.
Today, FNB Oxford Bank has over 65 employees who are a crucial part of this community. Not only do they contribute to the economic well-being of Lafayette County by providing loans and other banking services, they also contribute to the quality of life in Oxford and Lafayette County through civic and charitable activities. You`ll find the employees of FNB active in local churches, coaching sports, working in the schools, volunteering with organizations such as Save Our Children and the United Way and raising funds for health organizations such as the American Cancer Society and the Diabetes Foundation of Mississippi. Our employees and directors serve on many community boards and the bank is represented in almost every civic organization. Oxford and Lafayette County have been home for FNB Oxford for almost a century, and we commit all of our resources to the continued prosperity of our community.
Points West Community Bank is a Windsor, CO-based company in the Financial Services sector.
Grand Bank is a Hattiesburg, MS-based company in the Financial Services sector.
Hillcrest Bank is committed to providing competitive benefit programs that are flexible and meet the diverse needs of its employees.