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Monterey Bay Bank is a Watsonville, CA-based company in the Financial Services sector.
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
Essex Mortgage is a privately-owned mortgage company based in Orange, California, founded in 1986. With around 220 employees, the company generates annual revenues of approximately $103 million. Essex Mortgage offers a diverse range of mortgage loan products, including conventional loans, FHA loans, USDA loans, jumbo loans, reverse mortgages, and down payment assistance programs. Their services cater to first-time homebuyers, refinancing clients, and real estate investors. The company employs experienced loan officers who provide personalized guidance throughout the mortgage process. Essex Mortgage also offers specialized mortgage subservicing solutions, focusing on leadership, transparency, and customer satisfaction. The company is committed to educating clients to make informed financial decisions and actively participates in community support initiatives, such as funding pediatric brain cancer research through the McKenna Claire Foundation. Essex Mortgage prioritizes building long-term relationships with clients through exceptional service and ethical practices.
State Bank Of Slater is a Slater, MO-based company in the Financial Services sector.
Cascade Financial Corporation is a Everett, WA-based company in the Financial Services sector.