| Name | Title | Contact Details |
|---|---|---|
David Cohn |
Director and Counsel | Profile |
Julianne Susman |
Vice President and Counsel of Financial Crimes Legal | Profile |
Here at First United Bank, the seeds of our business were planted more than a century ago in the rich soil of North Dakota farms. The work ethic we established back then is just as strong today, and while technology, the economy and most everything else is a lot different since First United Bank opened its doors, the service you get from our people is unchanged. When you bank with us you can expect friendly faces, positive attitudes, professional advice and the latest financial services. To build relationships that last, we`re committed to putting you first.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
Du Page National Bank is a West Chicago, IL-based company in the Financial Services sector.
Pageonce is a Palo Alto, CA-based company in the Financial Services sector.
In recent years, PriorityOne Bank has experienced considerable growth, while still retaining the friendly, approachable persona and hands-on banking style that have long defined our bank. With an expanding customer base at branches dotting the Highway 49 and I-20 corridor from Hattiesburg to Ridgeland to Morton, our ability to retain this delicate balance of high-tech and high-touch banking is a direct result of the autonomy we give each of our branch locations. Offering big bank sophistication with small town values, PriorityOne Bank is a safe haven in an increasingly impersonal banking world. We`re the one you need. We`re the one you know. PriorityOne Bank—Our One Priority Is You.