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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.
Apollo Bank is a locally owned and operated community bank based in Miami/South Florida specializing in delivering customer-focused banking services. The Bank is committed to providing comprehensive banking solutions in conjunction with the best banking technology to local businesses, professionals, and individuals who appreciate and demand individual attention.
Port Washington State Bank (PWSB) is a community bank serving the needs of Southeastern Wisconsin, specializing in business banking, retail banking and mortgage lending. The secret to their 120-year longevity is putting customers and communities at the center of their business. That focus has led them to offer customers a personalized experience with a blend of 21st century technology. PWSB takes customer service seriously. On the personal banking side, they take pride in knowing many customers by name. For business clients, they focus on being responsive and reliable partners. To deliver on both promises, they retain and train top talent in the market by focusing on learning and development, employee engagement and shared experiences. PWSB invests in the community with donations, sponsorships and volunteer hours to support parks, pastimes and local events for the next generation to experience.
AFC First Financial Corporation is a Allentown, PA-based company in the Financial Services sector.
Broadway Federal Bank is a Los Angeles, CA-based company in the Financial Services sector.