| Name | Title | Contact Details |
|---|
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
TIAA, originally founded in 1918 by Andrew Carnegie, is a financial services organization dedicated to providing secure retirement options. Initially focused on educators, TIAA has expanded its services to a diverse range of professionals, including those in non-profit organizations and healthcare. The company offers a variety of financial products, including traditional annuities, financial planning services, and responsible investing solutions, managing over $1.4 trillion in assets. TIAA is committed to helping individuals achieve their retirement goals through lifetime income options and professional support. The organization emphasizes strong environmental, social, and governance (ESG) principles in its investment strategies. With a focus on community improvement and sustainability, TIAA continues to innovate under the leadership of President & CEO Thasunda Brown Duckett, ensuring financial stability for millions of Americans.
MidFirst Bank occupies a rare position within the banking industry. With more than $32.1 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. MidFirst has banking centers in Oklahoma, Arizona, California, Colorado and Texas, and provides commercial lending, wealth management, private banking and mortgage service nationally. Additionally, the bank serves Southern California through 1st Century Bank, a division of MidFirst Bank, and offers asset-based lending nationally through an Atlanta-based subsidiary MidFirst Business Credit, formerly Presidential Financial Corporation. While our services compete with those of larger banks, our people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Our team members are loyal in their character, loyal in their personal commitment to our customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities we serve, investing time and money in important educational, charitable and civic organizations. Our volunteerism is powered by MidFirst employees from all of the communities in which we live and share with our customers.
First National Bank of America is a East Lansing, MI-based company in the Financial Services sector.
Clarkston Brandon Credit Union is a Clarkston, MI-based company in the Financial Services sector.