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The Live Oak Story We started Live Oak Bank in 2007 to provide veterinary business loans to small, independent businesspeople looking to expand, remodel, refinance and/or acquire an existing practice. From the beginning, we took a personal approach and saw our clients not as numbers, but as real people facing real-life opportunities and challenges. We offered big bank expertise and experience without big bank attitudes. It worked - for us as well as our clients - and we expanded our veterinary funding programs to serve the needs of private pharmacies and dental offices. Today, Live Oak has clients across America, but we still see each one as an individual entrepreneur who deserves our undivided attention. We`re their bank and we take that responsibility very personally. With this philosophy, Live Oak is now one of the largest originators of small business loans with one of the strongest loan portfolios in the country. We have extensive experience lending to selected niche small businesses as a preferred Small Business Association (SBA) lender.
Carolina Premier Bank is a Charlotte, NC-based company in the Financial Services sector.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
First Security Bank - Bozeman is a Bozeman, MT-based company in the Financial Services sector.
David George Development is a Lake Havasu City, AZ-based company in the Financial Services sector.