| Name | Title | Contact Details |
|---|
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Darien Rowayton Bank is a Norwalk, CT-based company in the Financial Services sector.
Headquartered in Los Angeles, California, Manufacturers Bank is a subsidiary of SMBC Americas Holdings, Inc., a bank holding company wholly owned by Sumitomo Mitsui Banking Corporation. For nearly 60 years, Manufacturers Bank has been the right-sized bank for middle market and corporate businesses providing sophisticated solutions and the expertise of a larger institution with the personal “high touch” services of a community bank. Our clients have direct access to experienced bankers and decision makers including our executive team. We have a complete portfolio of services to help you achieve your financial goals, including Commercial and Small Business Lending, Quick Service Restaurants, Specialty Banking, Fiduciary, Trust and Estates, International Services and Cash Management Services. We have offices in Los Angeles, Orange County and San Jose staffed with experienced and client-focused professionals who are ready to assist you.
InterContinental Capital Group is a New York, NY-based company in the Financial Services sector.
Arrow Financial Corporation (Arrow), is a bank holding company that owns (directly or indirectly) two nationally chartered banks in New York (Glens Falls National and Saratoga National), an insurance agency (Capital Financial Group, Inc.), a registered