CLOs on the Move

Somerset Trust

www.somersettrust.com

 
We`re a team of banking professionals, that happen to be your neighbors and friends, in a community bank that`s small enough to know our customers` needs, yet large enough to provide specialized financial services to meet those needs. It is our goal to serve the best interest of our customers and the community. We are committed to reinvesting in the community to make the quality of life ever better for local residents. Our customer service strives to meet the financial needs of our customers, combining personal service with the efficiencies of technology for convenience and less cost.
  • Number of Employees: 250-1000
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

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HCR Wealth Advisors

No matter where a client might be in their financial journey, or what life decision they are making, HCR Wealth Advisors is here to guide them and stand by their side in challenging times and times of prosperity. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding. Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being and we believe in doing what is right for every individual we serve. We work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. Exceptional client service is at the heart of who we are. HCR is not your average financial advisor and we will not be influenced by any consideration beyond our clients needs. To maintain objectivity and integrity, we do not accept commissions from mutual funds or money managers, we do not provide proprietary strategies, and we use an advisory model that allows for agnostic guidance. We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a clients financial life allowing them reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them. At HCR Wealth Advisors, we do just that.

Mercantile Bank of Michigan

Mercantile Bank of Michigan was founded in 1997 by Directors and Bankers who firmly believe that customers, employees, and the communities they live in, are best served by financial institutions with local roots. At Mercantile Bank, we use our local Directors, our commitment to the community, and our knowledge of Michigan to enable us to deliver our services in a way that truly sets us apart from our competitors. We feel our focus on the Michigan business community is the best way to help build the economy, and ultimately the community.