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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.
Damariscotta Bank is a Damariscotta, ME-based company in the Financial Services sector.
Outsourced Compliance Group services registered investment advisors, commodity pool operators, and commodity trading advisors. Our clients generally service private funds, registered funds, high net worth individuals, retail investors, and commodity pools. Outsourced Compliance Group is boutique by design. Were dedicated to the client experience, thoroughly learning your business, becoming part of your team, and providing consistent communication. Weve never been interested in taking on as many projects as possible. Its our mission to embrace the right relationships so that we can focus on every detail of your compliance program, including unlimited consulting. When we hit capacity, were at capacity. We wont sacrifice the client experience and the quality of our work to bring in more clients. Its ultimately not whats best for you or for us to retain qualified compliance professionals! The difference between working with us or someone else? You can say its day and night. Our core offering is a fully outsourced compliance program. OCG will work with your CCO on an on-going basis to create a customized compliance program. This compliance program will address all aspects of your regulations, as required. We start by drafting your policies and procedures, a comprehensive risk assessment, and develop a customized compliance calendar to test established policies and procedures. The testing we complete throughout the year culminates with the drafting of your annual compliance report. We have standing calls with our clients on a frequent basis and our core service includes unlimited consulting to ensure we are kept up to date on your business changes and can adapt your compliance program as necessary.
First National Bank of Chillicothe is a Chillicothe, IL-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.