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Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.
Ascension CU is a Gonzales, LA-based company in the Financial Services sector.
First Farmers and Merchants Corporation is the holding company for First Farmers and Merchants Bank, a community bank serving the Middle Tennessee area through 22 offices in seven Middle Tennessee counties. As of June 30, 2023, First Farmers reported total assets of approximately $1.9 billion, total shareholders` equity of approximately $108 million, and administered trust assets of $5.7 billion.
South Florida Federation Of The Union Of America is a Miami, FL-based company in the Financial Services sector.
1st Source Bank – Your Partners from the First Founded in 1863 in South Bend, Indiana, 1st Source has offered clients a convenient and friendly way to bank for over 150 years. At 1st Source, we`ll listen to you, understand your needs and always keep your best interests in mind. We are a top rated bank and have been recognized for our integrity and the exceptional services we provide to our clients.