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Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
First Citizens Bank of Polson is a Polson, MT-based company in the Financial Services sector.
Bryn Mawr Bank Corporation (NASDAQ: BMTC), including its principal subsidiary, The Bryn Mawr Trust Company (BMT) was founded in 1889; and is headquartered in Bryn Mawr, Pa. BMT is a locally managed, premier financial services company providing retail and commercial banking; trust administration and wealth management; and insurance and risk management solutions. Bryn Mawr Bank Corporation has $4.3 billion in corporate assets and $13.2 billion in wealth assets under management, administration, supervision, and brokerage (as of 3/31/18). Today, the company operates 43 banking locations, six (6) wealth management offices and three (3) insurance and risk management locations in the following counties: Montgomery, Chester, Delaware, Philadelphia and Dauphin Counties in Pennsylvania; New Castle County in Delaware; and Mercer and Camden County in New Jersey.
First State Bank of Porter is a Chesterton, IN-based company in the Financial Services sector.
Indecomm Global Services is a technology-driven company based in Edison, New Jersey, specializing in mortgage lifecycle solutions. With over 25 years of industry experience, Indecomm combines advanced automation and AI technologies to serve more than 200 clients in the mortgage sector, including lenders, servicers, insurers, and title companies. The company employs a global workforce of 1,500. Founded in 2003, Indecomm focuses on modernizing mortgage processes through its Genius suite of solutions, which includes automation for loan origination, servicing, and post-closing activities. Their services enhance workflows with robotic process automation, machine learning, and supervised automation. Key products include IncomeGenius for income verification, AuditGenius for loan quality audits, and BotGenius for automating repetitive tasks. Indecomms solutions are designed to improve efficiency and compliance throughout the mortgage lifecycle.