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Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
Anderson State Bank Inc is a Oneida, IL-based company in the Financial Services sector.
Professional Holding Corp. (PHC) is a financial holding company headquartered in Coral Gables, Florida. PHC`s principal subsidiary is Professional Bank. PHC`s Class A voting common stock is listed over the counter under the symbol "PFHD."
East Wisconsin Savings Bank is a Kaukauna, WI-based company in the Financial Services sector.
Summit is an independent community bank with offices in Eugene and Bend. As Lane County and Central Oregon`s local community bank, we specialize in providing high-level service to professionals, medium-sized businesses and their owners.