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Columbia National Bank is a Columbia, IL-based company in the Financial Services sector.
First State Bank was chartered in Joplin, Missouri in 1925 at our current location of 802 Main Street. At that time, all of the banks in town were hometown or locally owned banks. First State Bank is the only remaining bank that is hometown and locally
linn county state bank is a Marion, IA-based company in the Financial Services sector.
Raritan State Bank (Inc) is a Raritan, IL-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.