| Name | Title | Contact Details |
|---|
Aquesta Bank is dedicated to providing unexpected convenience and unsurpassed service by catering to the banking expectations of the Lake Norman community. Aquesta will strive to provide cost effective financial solutions, execute sound banking practices, and contribute to the financial well being of the community. We are committed to staying current with the latest banking technologies and services to meet your banking needs today and tomorrow.
Lydian Bank & Trust is a Palm Beach, FL-based company in the Financial Services sector.
First National Bank of Northern California is a South San Francisco, CA-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.
Second Alliance is a Canoga Park, CA-based company in the Financial Services sector.