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Callahan Financial Planning is an Omaha-based independent fiduciary financial advisory firm, providing financial planning and investment management services. This means the company and all employees make a legal and ethical commitment to place our clients` interests ahead of our own in everything that we do. Callahan Financial Planning is a federally registered investment advisor serving clients in several states throughout the United States. We provide a unique form of conflict-free financial advice through our fee-only ongoing financial planning and investment advisory service. Our practice is one of the largest NAPFA financial advisory practices in Nebraska today.
SecurityBankUSA is one of the leading companies in the Financial Services sector.
Our Mission: Building bankers to serve our clients and community in order to optimize shareholder value. Prime Meridian Bank (NMLS# 393620) brings the warmth and inviting personality of a community bank along with efficiency and operational excellence. You won`t find typical bankers at Prime Meridian Bank. Our strength lies in our diversity. Each employee brings a wealth of experience and skills that, when combined, create the formula for our success. Our employees work to build the bank through honesty, partnership and service. Prime Meridian Bank is redefining community banking with unwavering focus on financial stewardship and a deep understanding of client needs. We take an approach to banking that emphasizes technology and innovation. We focus on personal attention, hospitality, and client service. Earning your trust as a client should require a bank to do much more than just accept your deposits and offer basic services. At Prime Meridian Bank, your account is our most important account. That`s the way it always should be — and that`s the way we`ll treat you. We want our clients to be confident and comfortable in working with us — and that`s why our bank is designed to be like your own living room, where you can feel at home. We encourage our clients to come in and visit with us — so that we can know each other — because relationships are based on trust. Member FDIC. Equal Housing Lender.
Embarcadero Bank is a San Diego, CA-based company in the Financial Services sector.
Founded in 1990 and headquartered in Novato, CA, Bank of Marin is a leading business and community bank in Northern California with assets of almost $4 billion. Bank of Marin provides commercial banking, personal banking, specialty lending and wealth management and trust services throughout its 31 branches and 8 commercial banking offices located across 10 counties. Specializing in providing legendary service to its customers and investing in its local communities, Bank of Marin has consistently been ranked one of the “Top Corporate Philanthropists" by the San Francisco Business Times and one of the “Best Places to Work” by the North Bay Business Journal.