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GrandSouth Bank is a South Carolina state bank, which was incorporated and commenced operations as a commercial bank in 1998. The Bank operates from its offices in Greenville, Fountain Inn, Greer, Anderson, Columbia, and Orangeburg. Also, the Bank has expanded into the lowcountry area of South Carolina with a new location in Charleston. The main office is located at 381 Halton Road in Greenville, SC. Currently, the Bank has a net income of $1.8 million and total assets of $776.2 million. The Bank offers a full array of commercial bank services. Deposit services include business and personal checking accounts, savings accounts, money market accounts, various term certificates of deposit, IRA accounts, and other deposit services. Most of the Bank`s deposits are attracted from individuals and small businesses. The Bank does not offer trust or brokerage services.
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.
Keystone Community Bank is a Kalamazoo, MI-based company in the Financial Services sector.
BFS Systems is a Astoria, NY-based company in the Financial Services sector.
Sullivan First National Bank is a Sullivan, IL-based company in the Financial Services sector.