| Name | Title | Contact Details |
|---|---|---|
Dejohn Allen |
Senior Vice President and General Counsel | Profile |
Shaun Houser |
General Counsel | Profile |
Clearfield Bank and Trust Company is a locally owned, independent, community bank that has continuously served the financial needs of the residents, businesses and organizations of Clearfield and neighboring counties since 1902. Our Bank is dedicated
When Forge Consulting was founded in January 2003, we were an insurance agency specializing in structured settlements and traditional annuities. The founding partners noticed an inequity in the settlement marketplace: far too often, injured parties were left no choice but to work with a single-product provider such as trustees, bankers, money managers, or structure brokers. Our mission, passion, and innovative settlement consulting approach of advice over product rapidly made us the sought-after source of settlement planning for plaintiff attorneys and their clients. Over the past two decades, our company has recognized that the needs of plaintiff families extend well beyond what a structured settlement or any single financial product could offer. We are now The Forge Companies, a nationally recognized team of specialists with proficient knowledge in comprehensive settlement planning. We have over 130 teammates with experience in financial services, legal, compliance, marketing, and operating companies. We are now Advocacy Trust, a Tennessee state-chartered trust company that offers a full range of traditional and special needs trust services and is committed to improving the lives of our clients, their families, and caregivers through investments, trusts, tax, and other fiduciary and administrative services. We are now Advocacy Wealth Management, creating financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. We are now Forge for Business, a commitment to providing a broad range of financial and business services to contingent fee attorneys, law firms, and general businesses. Services include fee deferral solutions, MSA/Lien solutions, insurance products, bookkeeping, payroll and HR, and IOLTA accounting.
Walden Federal Savings Bank is a Walden, NY-based company in the Financial Services sector.
Reserve Club is a Indian Wells, CA-based company in the Financial Services sector.
First Liberty National Bank has been a part of Liberty and the surrounding communities since 1913. The bank was founded by Bert G. Riviere. It is said that he had a bad banking experience and stated, "I can do it better." With a $10,000 capital investment, he opened the doors of a new bank named Liberty State Bank at 404 Main Street on June 13, 1913. Today, FLNB has grown to seven locations in Liberty, Dayton, Hardin, Huffman, China, Livingston and Mont Belvieu in addition to an Insurance Agency and Investment Services.