| Name | Title | Contact Details |
|---|
As an independent financial services firm with an unwavering commitment to our clients success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our clients financial goals. In the last ten years, weve helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients. To learn more about Parallel Financial, visit https://www.parallelfinancial.com/.
Greenwood is a mobile banking platform for Black and Latinx people and business owners. Greenwood features best-in-class digital banking services and innovative ways of giving back to the community.
CommunityBank of Texas has the ability to offer flexible, custom financial solutions to personal and business customers looking to build a stronger financial future. With the strength and stability of a $3.3 billion financial institution, CommunityBank of Texas has the depth of financial resources to meet the short-term, long-term and ongoing financial needs of businesses and communities throughout Houston, Beaumont, Dallas and surrounding communities in Texas. With decisions made locally, our bankers have the expertise, industry knowledge and flexibility to develop custom solutions and the right mix of products and services to help businesses and families thrive. Business services include treasury management, commercial lending, working capital lines of credit, fixed asset lending, equipment financing, interim construction financing, commercial real estate loans and SBA loans.
Colonial Savings provides residential mortgage services with branches across Texas.
Bank of the Bluegrass & Trust Co., is a locally owned community bank serving Lexington, Ky., and it`s surrounding communities for over 45 years. We create relationships for life with our clients by providing a full range of services to meet their personal and business needs. These services are delivered and supported by experienced professionals that care about the clients they serve. We proudly offer Kasasa free rewards checking products for consumers in addition to other checking and savings products to meet the needs of consumers and businesses in the community. We specialize in commercial real estate loans and also offer many loan solutions including mortgage loans. Our Wealth Management Division has been assisting our clients since 1981 and is committed to understanding each client`s personal situation, researching the best solutions for them and their families and providing the highest level of personal service and care. We also offer a wide range of Investment Services and Strategies tailored to the individual client. Our goal is to help our clients achieve their financial goals.