Name | Title | Contact Details |
---|---|---|
Maxwell Rich |
CCO and Deputy General Counsel | Profile |
Home Federal Bancorp (Home Federal Bancorp) is a holding company for Home Federal Bank (Home Federal or the Bank).
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Southern First Bancshares, formerly Greenville First Bancshares, incorporated in March 1999, is the holding company for Southern First Bank, N.A. (the Bank), formerly Greenville First Bank, N.
Strategic Capital Allocation Group is a Boston, MA-based company in the Financial Services sector.
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