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Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
The First Bancorp is a Damariscotta, ME-based company in the Financial Services sector.
The Bank of Bennington is a full service local community bank headquartered in Bennington, Vermont, with branches in Manchester, Bennington, and Arlington, Vermont, and a Loan Production Office in Rutland, Vermont.
Washington State Bank is a Washington, IA-based company in the Financial Services sector.
Civic Federal Credit Union is a digital financial cooperative that began in 2018, focusing on serving local government employees, volunteers, and the community in North Carolina. It evolved from the Local Government Federal Credit Union (LGFCU), which was established in 1983. Civic aims to provide member-centric banking that emphasizes cooperation and community impact, celebrating its five-year anniversary in 2023 with significant growth, including the opening of 11 branches. Civic offers a range of financial products designed to meet the needs of its members, including Zelle for quick transfers and a rewards credit card. The credit union prioritizes digital banking while expanding its physical presence. Civic is committed to community engagement through partnerships with non-profits and initiatives that support local leaders. It continues to grow by introducing new products and services while maintaining a focus on economic empowerment and community support.