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Stockman Bank is a Montana born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. We are the largest private, family owned bank in Montana with $3.2 billion in assets. Founded 1953, in Miles City by William Nefsy, we are Montana`s premier financial center for personal, business, agriculture, commercial developers and real estate owners. Our retail clients experience the same commitment to service excellence and customer satisfaction delivered through our 34 branches from Plentywood to Missoula with over 100 ATMs, online and mobile banking. Our employees embrace the western work ethic and way of life and abide by the code of the west. They have a service focus and entrepreneurial spirit and truly care about their customers. Our products and services are specifically designed for Montana`s unique way of life. We strongly support the communities we serve through employee volunteer service, financial donations within education, health care, economic and cultural programs. Stockman Bank`s affiliates offer a broader range of services to meet customers and neighbors additional financial needs. Stockman Asset Management offers money management and investment services to high net worth individuals, companies, not for profit organizations and other financial institutions across the country. Similarly, Stockman Insurance is a full service insurance agency offering multiple insurance products from crop to property casualty. As a Montana owned and operated company, Stockman Bank is deeply committed to community banking and believes this commitment brings maximum benefit to our customers and neighbors. As the financial services industry becomes increasingly competitive, Stockman Bank continues to be proactive in strategy and focus. Highly skilled banking professionals and state of the art technology are key resources in positioning Stockman as the region`s premier financial center.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Bay State Savings Bank`s roots extend back to 1895, when 114 spirited citizens of Worcester gathered together and pledged a total of $7,660 to establish a new savings bank in the city. They made good on that pledge, and on May 16, 1895, Bay State Savings opened its doors for business on Main St. in Worcester. Bay State Savings Bank strives to be the strongest, and most successful, independent community bank in our marketplace. As a local, mutually owned savings bank, we work to earn the trust and respect of our customers, the marketplace and our employees. We are known for our total commitment to our Mutual Values, which enables the Bank to remain strongly capitalized and to operate safely and profitably in our mutual form.
Mascoma Savings Bank is mutually owned and not for sale. With no shareholders to please, we are committed to remaining independent and to re-investing profits in our community. Our first priority has always been—and always will be—you, our customers. We are different than other banks and give you the security of a long-term relationship. We make sure you can pick up the phone and get things done locally with people who make decisions on your behalf. At Mascoma Savings Bank, we’re putting you first, today and tomorrow.
DIAMANT INVESTMENT CORPORATION is a Greenwich, CT-based company in the Financial Services sector.