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TotalBank is a leading integrated retail-commercial bank in South Florida with more than $2.7 billion in assets and 19 convenient locations throughout Miami-Dade County. Headquartered in Miami, we have been serving South Florida for more than 40 years, offering a broad range of domestic and international financial services to corporations, small businesses and individual consumers. Offering superior customer service and focusing on meeting the financial needs of our customers while earning their confidence and loyalty is our priority. A member of Grupo Banco Popular Español, with more than $190 billion in assets and 2,000 branches, TotalBank is strengthened by its parent, one of the largest banking groups in Spain.
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industrys top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.
At the Bank of Sullivan we are committed to our customers and their banking needs. We pride ourselves on listening to what our customers have to say. It is only by listening that we can hope to understand. At the Bank of Sullivan our goal is to be
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.
Bank of Lexington is a Lexington, KY-based company in the Financial Services sector.