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Honor State Bank's Loan Store is a Richmond, IN-based company in the Financial Services sector.
First National Bank of Central California is a Salinas, CA-based company in the Financial Services sector.
Private Bank of Buckhead brings a private banking approach to all clients across all functions of the bank. The bank – now in its ninth year – is designated a Preferred Lender by the U.S. Small Business Administration, and includes a dedicated mortgage solutions unit, PrivatePlus Mortgage. Private Bank of Buckhead is located in Piedmont Center (Building Three). Private Bank of Decatur is located at 150 East Ponce de Leon Avenue in Decatur, at the corner of Ponce and Church Street. The mortgage division is represented in both Buckhead and Decatur, and does business nationally.
First Madison and First Boulder Valley Bank is a Ennis, TX-based company in the Financial Services sector.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.