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CoBiz Financial

August 31st, 2009 | Comments Off | Posted in 123 triad

At CoBiz Financial, they believe success lies in having vision while not losing sight of the small things. Their approach is to provide the right mix of services that address the needs of their customers; to build a long-term relationship that grows and changes as they do; and to free them from financial worries so they can be fully invested in their careers and lives.
They started small with two bank locations and $100 million in assets in 1994 but always thought big. As they’ve grown, they haven’t forgotten that no detail is unimportant when it comes to taking care of our customers. CoBiz Financial seeks to deliver banking, insurance, investment banking and investment advisory services that meet and anticipate the changing needs of businesses, business owners and professionals.

Their focus is on serving the needs of their clients at all stages of their lives, from planning (loans and depository services, or capital planning) through preservation (trust, investment management and wealth transfer services). They continue to look for new and exciting opportunities to grow their company and introduce our services to new customers and audiences. CoBiz Financial is committed to serving the complete financial needs of successful businesses, business owners, professionals and high-net-worth individuals. They create thoughtful, integrated, comprehensive solutions tailored to each customer’s needs, thereby freeing them to succeed personally and professionally.

For more information, please visit http://www.cobizinc.com

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E-LOAN

August 30th, 2009 | Comments Off | Posted in 123 triad

E-LOAN is a nationwide financial services company that is dedicated to providing consumers with a simple, easy and open way to obtain high yield savings accounts and CDs. Their web site also provides access to several preferred, nationally recognized lending partners that may be able to assist you in obtaining a loan that meets your financial needs. Since their 1997 launch, E-LOAN has led the charge to protect consumers’ financial privacy. They’ve lobbied Congress; they’ve helped change laws for the better. They’ve also assisted tens of thousands in securing the loans they need. From its inception, E-LOAN has originated over $32 billion in consumer loans. In 2006 E-LOAN successfully launched Online Savings & CD accounts.

A home equity loan, also known as a second mortgage, allow homeowners to borrow money from their home’s available equity. Home equity loans are commonly used for debt consolidation, home improvements, educational expenses, unplanned emergencies, vehicle purchases, and other gifts and purchases. Home equity loans are a popular financing option for homeowners who need additional cash. These loans usually offer a lower interest rate than credit cards. In addition, the interest you pay may be tax deductible (consult a tax advisor).

For more information, please visit http://www.eloan.com

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Morrill Financial Services

August 29th, 2009 | Comments Off | Posted in 123 triad

Morrill Financial Services is a Massachusetts Registered Investment Adviser providing Fee-only financial planning and asset management services. Wayne Morrill is the founder and Principal of Morrill Financial Services. He has over 20 years experience in financial services associated with investment advisors. He is a Certified Financial Planner, a registered adviser with the National Association of Personal Financial Advisors and a member of the Financial Planning Association.
Wayne holds a Master of Science degree in Financial Planning from Bentley College, a MBA from the College of William and Mary and a BS in Accounting from the University of New Hampshire.

At MFS, they listen to you; provide one-on-one service; create a plan to fit your specific needs; integrate other professionals such as attorneys, accountants, insurance and tax to incorporate all aspects of the planning process; provide independent fee-only advice; and maintain absolute confidentiality. Their goal is to provide a comprehensive plan covering all aspects applicable to your financial situation. It would include as many of the following that are applicable. Retirement planning - establishing goals, implementing a savings plan, and determining distribution alternatives ,Education planning determining amounts needed and the timing, identify funding sources and implement savings plan , Life special events planning identify events or goals you wish to achieve, estimate funding and implement savings plan.

For more information, please visit http://morrillfinancialservices.com

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St. Bernard Financial Services, Inc

August 28th, 2009 | Comments Off | Posted in 123 triad

St. Bernard Financial Services, Inc. is an independent broker/dealer and registered investment advisory firm. We offer very extensive and comprehensive financial services to a broad client base. St. Bernard serves it’s clients from twenty three offices with twenty six experienced financial professionals. St. Bernard was founded with a vision to fill the need for a complete financial services company. The need for more than a security or insurance brokerage company. The need of one source for financial planning, tax planning, investment advisory services, securities, insurance, mortgages loans and commercial financing. They believe you will have to look long and hard to find another firm that offers such complete financial services and the variety of financial products available at St. Bernard Financial Services, Inc.

They offer to their clients the ultimate in quality customer service. Their clients enjoy the financial benefits and integrity of St. Bernard being independent and not affiliated with a very large global firm. St. Bernard Financial Services, Inc. serves a broad client base with comprehensive financial services. They conduct a complete financial analysis to better understand and evaluate their clients specific needs and propose sound solutions to work toward their financial objectives. St. Bernard Financial Services, Inc. offers a broad line of financial products from some of the best known companies in the financial services industry. As an independent broker dealer they can properly match our clients needs to the appropriate financial instrument.

For more information, please visit http://stbernardfinancial.com

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J. H. White Financial Services

August 27th, 2009 | Comments Off | Posted in 123 triad

J. H. White Financial Services (JHWFS), a Registered Investment Advisor, provides fee-only comprehensive financial planning and asset management services for clientele throughout the country. Their mission is to guide you down the path to financial freedom and peace of mind. They do that through the highest quality financial advice and investment management with integrity and superior ongoing service to their clients. They believe that providing services on a fee-only basis avoids potential conflicts of interest. JHWFS does not sell any commissioned product and is not affiliated with any sales companies. Since they are compensated through client fees only, they are able to provide objective recommendations that are based solely in their clients’ best interests.

James H. White is the founder and president of J.H. White Financial Services, LLC, a fee-only financial planning and Registered Investment Advisory Firm based in Pottstown, PA. The firm grew out of the need to provide independent, objective, fee-only financial planning and asset management. Jim has a wide range of responsibilities across the entire spectrum of comprehensive financial planning and investment analysis for all of their clients. This includes meeting with clients, developing financial plans, updating plans, selecting/managing assets, and quarterly/annual reviews. J. H. White Financial Services primary focus is comprehensive financial planning and investing to create long-term wealth and goal achievement. They begin all new client relationships with a comprehensive financial plan.

For more information, please visit http://www.jhwfs.com

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CenterOne Financial Services

August 26th, 2009 | Comments Off | Posted in 123 triad

CenterOne Financial Services (CenterOne) is a part of JM Family Enterprises, Inc., a $10.1 billion diversified automotive corporation headquartered in Deerfield Beach, Fla. and ranked by Forbes as one of the largest privately held companies in the United States. In July 2004, Standard & Poor’s gave the company a STRONG rating, the highest possible, as a consumer finance, automobile loan and lease servicer. This is the first time S&P has ever awarded a rating of any kind in the automotive servicing industry. Its principal businesses focus on vehicle distribution and processing, finance and warranty services, insurance products and services and third-party servicing to its clients. From start to finish, its services are designed to provide value-added solutions.

With roots grounded in the automotive industry, CenterOne Financial Services (CenterOne) brings a wealth of knowledge and expertise in third-party servicing to its clients. Its servicing solutions include Originations, Loan and Lease Servicing, Collections, Pro-active Remarketing, Vehicle Remarketing and Back-up Servicing. CenterOne is at the forefront of the third-party servicing business, developing flexible solutions, implementing new technologies and launching new initiatives with one goal in mind: improving your performance by continuously improving our performance. Their sophisticated infrastructure has strength and stability with the flexibility to quickly maneuver and respond to your changing business needs. With multiple service centers, they have the capacity and agility to meet your needs and those of your customers.

For more information, please visit http://www.centeronefinancial.com

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Fischer Financial Services, Inc

August 25th, 2009 | Comments Off | Posted in 123 triad

Fischer Financial Services, Inc. is an independent money management firm serving clients across the United States of America. As a Registered Investment Adviser with the U.S. Securities and Exchange Commission, the firm specializes in money management for institutions and individuals. On numerous occasions, Fischer Financial Services, Inc. has earned national recognition for outstanding performance in the Large Cap Growth Universe. Fischer Financial Services, Inc. is an independent money management firm located in Harrisburg, Pennsylvania. The Firm is incorporated as a Pennsylvania Subchapter S Corporation and has been owned by Frederick D. Fischer, since he founded the company in 1988. Fischer Financial Services, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.

Their firm does not sell products or earn commissions, so our management always remains objective and in the clients’ best interests. They continue to serve institutions, high-net-worth individuals, and business owners. Their Mission is To protect their clients best interests by faithfully managing their investment accounts with the utmost integrity. It is their firm’s investment philosophy to invest with a long-term outlook. When a stock is purchased, it is expected to be held longer than one year. Based on this outlook they are not quick to sell a security unless conditions have deteriorated so rapidly that quick action is required. A byproduct of this investment process is low turnover in our accounts.

For more information, please visit http://www.fischerfinancialservices.com

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Savings Bank of Walpole

August 24th, 2009 | Comments Off | Posted in 123 triad

The Savings Bank of Walpole is a state chartered mutual savings bank insured by the Federal Deposit Insurance Corporation (FDIC). They are a financial institution like no other in our market, a financial institution without a shareholder, a mutual bank. Here today, and prepared for tomorrow. Providing the best in banking values — they are your advocate. The bank was established in 1875 for the purpose of promoting thrift and providing a safe depository for the funds of the residents of Walpole and the surrounding New Hampshire and Vermont towns. Savings Bank of Walpole offers a wide variety of deposit, savings and investment accounts to meet your personal banking needs. Our rates are available on-line. Please read all disclosures concerning deposit accounts.

Savings Bank of Walpole primarily lends within the Cheshire and Southern Sullivan Counties of New Hampshire and Windham and Southern Windsor Counties of Vermont. Charter Trust Company is affiliated with Savings Bank of Walpole and provides trust and investment management services for individuals, businesses and organizations through its office located at 2-4 Main Street in Peterborough. Charter Trust Company is a customer-driven investment management company, committed to helping its clients achieve their unique investment goals. Its investment management approach is based upon investing with a long-term perspective while focusing on high quality investments. Charter seeks to optimize income and growth given each client’s needs, objectives and risk factors.

For more information, please visit https://www.walpolebank.com

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Intercredit Bank, N.A.

August 23rd, 2009 | Comments Off | Posted in 123 triad

Intercredit Bank, N.A. is a Florida based bank founded in 1992 as a result of the purchase of a Miami community bank. They are a full-fledged commercial and consumer financial institution providing high quality banking services to its clientele. The bank is a National Association supervised by the Office of the Comptroller (OCC1) and insured by the Federal Deposit Insurance Corporation (FDIC). Intercredit Banks Senior Management and staff are a dedicated group of professional bankers with extensive experience in all aspects of the industry. Their interdisciplinary approach to problem solving results in enhanced customer service. Intercredit Bank is dedicated to providing a high level of personalized banking services to its corporate and consumer customers. They take care of your needs, as well as provide an experience that is pleasant, precise and timely.

While they offer old fashioned banking service and attention, they utilize the best technology available to provide you with excellence in the services you need. Their Online Banking, Bill Payment, Money Transfer System, Phone Banking, Lending Center, Investment Center, and International Banking Center run smoothly, are user friendly, to the point and accurate. They can accommodate to all your financial needs, from a checking account to a mortgage loan to bringing a security or a trade related transaction, they are ready to be of service. Their Mobile Banking solution will facilitate their domestic customers to easily and securely access balance information and transaction history with a simple text message to Intercredit Bank.

For more information, please visit http://www.intercreditbank.com

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Kitsap Bank

August 22nd, 2009 | Comments Off | Posted in 123 triad

Founded in 1908, Kitsap Bank is one of the oldest and largest locally owned and operated community banks in the State of Washington. As your neighbors, theyre committed to knowing your needs and providing fast, locally-made decisions. Topping $814 million in assets, Kitsap Bank can assist you with your most significant banking requirements. They are a full-service community bank, offering products and services tailored to the needs of businesses and consumers in Western Washington. Their experienced professionals offer leading edge financial solutions, with superior service their top priority. Kitsap Bank customers enjoy easy access through 24 convenient locations and a large network of ATMs, as well as state-of-the-art online banking services.

For Puget Sound businesses, Kitsap Bank is a uniquely qualified lender. Their size and successful track record give them the financial strength to make multi-million dollar loans; while their local ownership and regional expertise give them the flexibility to approve the loans that other banks might not. From basic Free Business Checking to robust Cash Management services, they offer powerful tools to help you manage your cash flow and maximize your bottom line. Kitsap Banks services to businesses extend beyond traditional deposit and loan products. As your financial partner, they are pleased to offer you credit card processing services, Health Savings Accounts for your employees, and more. Kitsap Bank is pleased to offer you a variety of services exclusive to businesses, because your needs extend beyond just a checking account and a loan to finance your new facility.

For more information, please visit http://www.kitsapbank.com

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