| Name | Title | Contact Details |
|---|
Fort Madison Bank & Trust Co is a Fort Madison, IA-based company in the Financial Services sector.
Great Florida Bank (the Bank) is a Florida state-chartered commercial bank. The Bank provides a range of consumer and commercial banking services to individuals, businesses and industries.
Community Bankshares, Inc. (CBI) is the bank holding company of Community Resource Bank, N.A. (the Bank). The Bank offers a range of commercial bank services. Deposit services include business and personal checking accounts, negotiable order of
Simple is reinventing personal banking. Founded in 2009 and based in Portland, Oregon, Simple combines innovative technology, impeccable user experience, and expertise in behavioral economics to help its customers spend smarter and save more. Simple customers receive a Simple Visa® card that`s tied to an FDIC-insured account with no surprise fees, and powerful budgeting and savings tools built right into the account. Simple’s banking services are accessible via intuitive web, iPhone, and Android apps. The company has more than 100,000 customers, processed $1.7 billion in annual transactions last year, and experienced 330% customer growth.
Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.