Leesburg, VA-based SGK Wealth Advisors is an SEC registered, independent, fee-only wealth management firm specializing in delivering premier wealth advisory and investment management services to help manage the increasingly complex financial issues you face today. Our comprehensive services includes investment management, tax planning, risk management, estate planning, retirement analysis and asset protection solutions that work together to support your unique needs and objectives. Each of our clients receives personal attention from a dedicated expert Wealth Manager and our unique fee-only style prevents potential conflicts of interest. Above all else, we provide advice that is in the best interest of our clients.
Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 650 offices in 22 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 75 countries with 180,000 employees.
United Bankers` Bank is a Minneapolis, MN-based company in the Financial Services sector.
First Data Canada is a Etobicoke, ON-based company in the Financial Services sector.
Union Bank is a wholly-owned subsidiary of Union Bankshares, Inc. (UNB, traded on the NASDAQ Exchange). Headquartered in Morrisville, VT, since 1891, we are proud to be a community bank with a long record of service to the people and businesses of Northern Vermont and--more recently--Northern New Hampshire. Throughout Union Bank`s 18 branch locations and 2 Loan Centers, our friendly employees provide personal, business, and municipal banking services, as well as asset management and retirement strategies. Union Bank is locally owned and operated, but our customers can access more than 55,000 surcharge-free ATMs worldwide and 2,500 in New England, thanks to our partnership with the Allpoint® Network. Our online and mobile banking services offer customers maximum functionality, convenience and security. As a community bank, we understand that our success depends on the success of the communities we serve. That`s why we focus on investing in local towns, businesses, and people. For more than a century we`ve helped families buy homes and supported the growth of job-creating local businesses. Our dedication to excellent customer service has not gone unnoticed--we were named, for four years in a row, the United States Department of Agriculture`s Rural Development (USDA RD) Vermont lender of the year. Union Bank is also a Small Business Administration (SBA) Preferred Lender, and we work hard to help new and growing businesses find the financing they need to prosper and grow. In an age when true community banks are increasingly rare, Union Bank remains committed to the traditional values that have fueled our longevity. Our employees are your neighbors and we treat everyone with the same kind of sincere, helpful service that is our trademark. We also donate time and money to a long list of local charities and community initiatives.