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Tioga State Bank is one of the leading companies in the Financial Services sector.
ISB Community Bank is a Oconomowoc, WI-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.
Bravera is a community bank based in Dickinson, North Dakota, with a history that dates back to the early 1900s. It has expanded through strategic acquisitions and now serves communities across North Dakota, Montana, and Minnesota, operating 28 to 31 branches and employing over 500 people. With assets of approximately $3.1 billion, Bravera offers a comprehensive range of financial services under Bravera Holdings Corp., which includes banking, wealth management, and insurance. The bank caters to a diverse customer base, including farmers, ranchers, small to medium-sized businesses, and retail customers. Bravera focuses on community involvement and aims to enhance the financial health of the regions it serves. Its banking operations are supported by advanced technology through a partnership with Jack Henry, which improves customer experience, particularly in digital banking. Bravera is dedicated to providing integrated financial solutions that meet the needs of its customers while fostering stability and growth in the communities it serves.
Saco & Biddeford Savings is a mutual savings bank with the commitment to offer its customers the best rates and lowest fees possible. Maine’s Oldest Bank has maintained an incredible record of support to the communities in its service area and beyond. Saco & Biddeford Savings actively assists many local clubs, groups, and non-profit organizations. The bank’s Community Investment Program and its Charitable Foundation, founded in 1998, embody that philosophy today. Founded in 1827, Saco & Biddeford Savings currently has branches in Biddeford, Old Orchard Beach, Scarborough, Portland, South Portland, Westbrook, and Saco.