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Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
Bank of Astoria is a Astoria, OR-based company in the Financial Services sector.
Headquartered in Boston, BNY Mellon Asset Management North America (BNY Mellon AMNA) is a specialist multi-asset investment management firm dedicated to serving sophisticated investors globally. We provide clients with high-quality single and multi-asset investment solutions using both active and passive strategies. BNY Mellon AMNA was formed in 2018 when three of BNY Mellon`s largest U.S. investment managers—Mellon Capital, Standish, and The Boston Company—combined. This strategic shift created an asset manager with the combined scale and investment capabilities to offer institutional and intermediary clients a broad range of specialist investment solutions.
We believe owning a home is one of the greatest wealth builders out there. So our goal is to make homeownership more accessible, and to help more people buy homes. Equal Housing Lender | nmlsconsumeraccess.org | NMLS #1124061
Panhandle State Bank is a Sandpoint, ID-based company in the Financial Services sector.