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Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Colonial Federal Savings Bank is a Quincy, MA-based company in the Financial Services sector.
With 200 years of community banking experience and a portfolio exceeding $3 billion in assets, Five Star Bank offers a wide range of consumer and commercial banking services to individuals, municipalities and businesses through a network of over 50 offices and over 60 ATMs in Western and Central New York State. We provide our customers a dedicated team of over 600 employees who work together in an environment of trust, integrity, and mutual respect. Our customers are at the heart of our organization, where every interaction is an opportunity for us to deliver a friendly, professional, relationship building experience. We take great pride in being a part of each and every community in which we serve. We`re committed to giving back to a variety of non-profit organizations, neighborhood charities and countless others. We are proud to be there for you, our customers, wherever, whenever and however you need us. We are Five Star Bank.
First State Bank of Alexandria is a Carlos, MN-based company in the Financial Services sector.
Founders Bank is a Grand Rapids, MI-based company in the Financial Services sector.