| Name | Title | Contact Details |
|---|
Texas Coastal Bank is a Pasadena, TX-based company in the Financial Services sector.
Guaranty Bank and Trust Company is a Denver, CO-based company in the Financial Services sector.
A Financial Team with Everything You Need to Build Assets, Preserve Wealth, and Leave a Lasting Legacy. Built by advisors, for advisors - so you can serve your clients better. All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. TerraWealth cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on the following hyperlink, you will be directed to TerraWealth disclosures. https://www.terrawealth.com/disclosures/ Investment advisory products and services are made available through TerraWealth Services, LLC., a registered investment adviser. TerraWealth Services, LLC. Member FINRA and SIPC. © 2022 TerraWealth, Inc. All rights reserved.
NBT Bancorp Inc. is a financial holding company headquartered in Norwich, NY, with total assets of $9.6 billion at June 30, 2019. The Company primarily operates through NBT Bank, N.A., a full-service community bank and through two financial services companies. NBT Bank, N.A. has 149 banking locations in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire and Maine. EPIC Retirement Plan Services, based in Rochester, NY, is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, NY, is a full-service insurance agency.
Overlay Capital operates at the intersection of private markets and sustainability within the built environment, offering investment products spanning innovation to infrastructure. Our funds offer wealth advisors, family offices, and institutional investors access to investments across decarbonization and renewable energy, all with a commitment to superior risk-adjusted returns.