| Name | Title | Contact Details |
|---|---|---|
Orchid Bertelsen |
Partner & COO | Profile |
Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.
GSB, formerly known as Guilford Savings Bank, is a mutual financial institution based in Connecticut, established in 1875. With over 145 years of experience, GSB has expanded from a single branch to eight locations, managing nearly $1 billion in assets. The bank focuses on community-oriented banking, emphasizing personalized service and long-term relationships with clients. GSB offers a comprehensive range of personal and business banking solutions. Their services include digital banking for real-time account management, tailored business banking for small to medium enterprises, and personal banking options such as checking and savings accounts, loans, and mortgages. The bank also provides specialized tools like online account opening and financial education resources. As a mutual bank, GSB reinvests its profits into community development and employee benefits, reflecting its commitment to local businesses and the shoreline communities of Connecticut. The bank promotes a culture of integrity and collaboration, ensuring that clients have direct access to staff and customized financial strategies. GSB continues to invest in digital innovation while maintaining a strong local presence.
Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.
ODP Business Solutions, LLC, an operating company of The ODP Corporation (NASDAQ:ODP), is a leading B2B provider of workplace and technology solutions, combining an extensive range of products and services with a national footprint and hundreds of experienced business advisors. As a trusted partner, ODP Business Solutions supports over 120,000 corporate clients with navigating the often complex needs of todays business environment. From accessing comprehensive solutions and strategic alliances, to supply chain innovation and robust digital platforms, ODP Business Solutions helps customers achieve business results across every industry. #ODPBusinessSolutions #workplacesolutions #technologysolutions #B2Bprovider