
City National Bank of Florida
providing financial services to Floridians for the past 75 years. The bank currently holds over $22 billion in assets. The bank offers a wide range of banking products and services including savings, checking, loans, investments, wealth management and

Kevin Slogick - State Farm Insurance Agent
number one choice for all insurance and financial service needs in our local community. We strive to liveto State Farm's mission of helping people manage their risks, recover from unexpected circumstances, and reach theirWe offer a wide range of insurance and financial services to help customers protect their assets

David Adams Wealth Group
, provide lifelong income, and enable clients to become financially organized. Risk management and asset growth are the two components limit losses in bad years while still enabling growth during good times. Clients' investments and financial goals must

Indy Wealth Planning Group
ensure that all investments, accounts, income plans, risk plans, and social security work together. upside of the market. This type of risk management and attention to accounts is usually in ongoing studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management

Susan Carter CPA, PA
to individuals and businesses alike. They specialize in setting up and training on QuickBooks restructuring. Additionally, they offer solutions such as risk management, disaster recovery plans, quality control, and automationon their business while they handle the financial side. From establishing new businesses to

Amado Flores - State Farm Insurance Agent
their properties and plan for the future through risk management. Located in Fort Worth, Texas and serving the entireas well as financial services, retirement planning, financial products, and college planning. We have customers in the surrounding areas. Our goal is to help you achieve financial security and success.

Praxis Capital and Investment Management
institution, we are committed to assisting you in reaching your financial goals. We pride ourselves on our client delivering results. Our team is experienced in the areas of capital management, risk management, portfolio optimization, asset allocation, and investment

Accounting & Tax Financial Services
for both individuals and businesses, financial planning, cash flow management, and new business formation. Ourunderstand the importance of financial planning and the need for accuracy in bookkeeping and payroll servicessetting up and managing your accounts to maximize efficiency and minimize risk. We offer personalized

BankPlus
BankPlus is a leading regional bank in the Southeast, providing customers with modern financial services. Established in 1909, it has grown comprehensive range of banking products and services including retail banking, commercial banking, mortgage lending, and wealth management. The team at

Telos Financial
CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, comprehensive range of services, including financial advice, wealth management, and related services. The company' assets while minimizing risks. Additionally, the team at Telos Financial has the expertise

1st Advantage Federal Credit Union
Credit Union is a financial institution based in Virginia that provides its clients with comprehensive banking services and the new accounts, apply for mortgages, and access wealth management solutions to best suit your needs.We take pride in the quality of our services, and aim to

Sterling State Bank
Sterling State Bank, based in Lakeville, MN, has been offering banking services to the local community for more wide range of financial needs, from home mortgages to business loans to cash management services. We offer service that has become synonymous with our bank.Our experienced team is dedicated to providing

Align Wealth Management
-only wealth management firm dedicated to helping families with more than $750,000 in investable assetsmuch risk, incurring too many costs or incurring too much tax. Our experienced team of financial advisors make informed decisions about their investments and financial strategies. We provide tailored services that are

OneAscent Wealth Management
Wealth Management, our mission is to help clients and families make sense of their financial lives, stewards thrive in life and in legacy. We utilize innovative strategies to design financially sound plans objectives, while also optimizing resources and minimizing risk. Throughout the process, we remain available to

First Harvest Insurance
business. We are a wealth management firm that specializes in providing tailored insurance solutions to experienced professionals take a holistic approach to risk management, ensuring that our clients have the with owning these possessions without worrying about financial risks. We are dedicated to helping you protect

Jay Ellett - State Farm Insurance Agent
, our mission is to provide individuals with the risk management, recovery and realization of their dreams through reliable, so they can rest assured that their financial security is in good hands. We offer a wide range

Amy Hwang - Northwestern Mutual
, our mission is to create a sound financial plan for our clients that helps protect , invest in tax-mitigation strategies, and plan for retirement. Additionally, we provide legacy planning and risk management solutionsexperienced team, we strive to create a secure financial future for our clients.With our commitment

Crown Wealth Management
Crown Wealth Management, LLC is a financial service provider offering solutions for estate, services, including tax review, income analysis, and risk evaluation. Our proactive review of taxes helps meet future needs. Lastly, our detailed risk evaluation assists in allocating investments and making proper investment

Smedley Financial Services
Since 1982, Smedley Financial Services has been assisting their clients in managing life's transitions. Our missiondiversified and optimized for time horizon and risk tolerance. Securities America Inc. and SIPC by Investment Advisor Representatives from Smedley Financial Services. Please visit FINRA's BrokerCheck

Servicios Servin
to businesses throughout the country. The company specializes in accounting, auditing, legal, and tax services, as well professional advisors provide advice on corporate governance, financial planning, and risk management. They also offer assistance with strategic planning