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Allworth Financial is an independent wealth management firm based in Sacramento, founded in 1993. The firm offers comprehensive financial planning and investment management services, managing approximately $16 billion in assets for over 22,000 clients across 33 offices nationwide. Their services include retirement planning, investment management, estate planning, tax guidance, and insurance planning. Allworth Financial also provides 401(k) plan management for businesses, operating under a fiduciary model that prioritizes client interests. The firm has grown through strategic mergers, including a notable merger with Simply Money Advisors in 2018, and has received industry recognition, including being named a top 50 national RIA by Barron’s. Allworth Financial focuses on transparency and personalized planning, utilizing advanced tools to enhance wealth management. Their "Allworth Advantage" framework integrates various financial strategies, supported by a team of dedicated advisors, including tax and estate planning experts.
Baker Boyer Bancorp is one of the leading companies in the Financial Services sector.
Community Bankers Trust Corporation (CBTC) is a bank holding company for Essex Bank (the Bank). The Bank engages in commercial banking business and provides a range of financial services primarily to individuals and small businesses, including individual
TIB is a Irving, TX-based company in the Financial Services sector.
securitystatebank is a Maple Lake, MN-based company in the Financial Services sector.