wealth management

BMSS, LLC is an Alabama CPA firm providing accounting, tax, audit, and advisory services to businesses and high net worth individuals. It describes itself as one of the largest locally-owned firms, with 38 members, 410+ staff, 10 offices, and 10,000+ clients, and operates through a family of companies covering technology, payroll, and wealth management.

auditBusiness advisoryemployee benefit plan auditsfinancial reportingforensicsoutsourced accountingpayrollstate and local taxTax preparationtransaction advisoryvaluations

Brady Martz is an accounting and business advisory firm with roots dating back to 1927, when Edward W. Brady established his accounting firm in Grand Forks, North Dakota. The firm was formally established in 1981 through the merger of Brady's firm and Baldwin Martz & Associates. It operates nine offices throughout North Dakota, Minnesota, South Dakota, and Texas and has been named among Accounting Today's Top 100 Firms.

auditsBookkeepingBusiness Valuationestate planningfinancial reportingForensic Accountingfractional CFO servicespayrollReviewstax compliance

Brenda J. McGivern, P.C. is a Stoughton, MA accounting firm providing small businesses with accounting, tax, and financial services. The firm offers small business accounting, tax preparation and planning, payroll services, QuickBooks setup and support, incorporation services, and wealth management, serving clients in Massachusetts and New Hampshire. It is a Certified WOSB (Woman-Owned Small Business) and SBA Woman-Owned firm.

AccountingBookkeepingBusiness incorporation advisoryFinancial statement compilations and reviewsIRS and state audit representationpayroll processingQuickBooks setup and supportTax planningTax preparation

Briarwood Financial provides integrated financial planning for individuals, families, and business owners, combining wealth management, tax planning and preparation, accounting and bookkeeping, and business consulting into one coordinated strategy. As a fiduciary, the firm puts clients' interests first. Based in the Pacific Northwest, it serves clients nationwide through in-person and virtual meetings.

AccountingBookkeepingBusiness consultingfinancial planninginvestment managementTax planningTax preparation

NBH Bank is a subsidiary of National Bank Holdings Corporation (NYSE: NBHC), a bank holding company created to build a leading community bank franchise delivering high-quality client service and committed to shareholder results. NBH Bank operates a network of banking centers in Colorado, the greater Kansas City region, Wyoming, Idaho, New Mexico, Texas, Utah and Florida, under locally led bank brands including Bank Midwest, Community Banks of Colorado, Bank of Jackson Hole, and Vista Bank.

merchant servicesmortgage lendingSBA lendingtreasury managementtrust and estate planning

Brown Plus is an accounting and advisory firm founded in 1990, providing attest, tax and advisory services across the Mid-Atlantic region. With approximately 165 team members across six offices in Pennsylvania and Maryland, the firm serves clients nationwide with a concentration in the Mid-Atlantic. Its mission is to help people achieve extraordinary outcomes, focused on clients, team members and community.

agreed-upon proceduresauditbookkeeping and payrollBusiness ValuationCompilationsemployee benefit plan auditslitigation supportmergers and acquisitionsoutsourced accountingoutsourced HRReviewsTax planning

Burke & Herbert Bank is a community bank offering personal and business banking, mortgages, loans and lines of credit, and wealth management. It serves Virginia, West Virginia, Maryland, Delaware, Pennsylvania, and Kentucky with over 100 locations and access to more than 40,000 fee-free Allpoint ATMs.

business lendingcoin countingdigital bankingestate planningInteractive Teller (ITM) serviceMedallion Signature Guaranteemortgage lendingnotary servicesprivate bankingtreasury managementtrust services

Burling Bank is an independent community bank founded in 1989 and located in Chicago's Board of Trade Building at 141 W. Jackson Blvd. It serves individuals and business entities in the Chicagoland area with private banking, commercial banking, innovation banking, and wealth and asset management services, emphasizing trust, collaboration, and innovation.

asset managementcommercial lendingcorporate bankingfund bankinginnovation bankingprivate bankingsmall business banking

Byline Bank is a community and commercial bank born and bred in Chicago, offering personal, business, commercial, and wealth management banking services. Its history of helping local neighbors, nonprofits, and businesses reaches back to 1914, and its renaming in 2015 united multiple local community bank brands. It states it has been Illinois's top SBA 7(a) lender for 15 consecutive years.

asset-based lendingcommercial real estate lendingequipment financingmerchant servicesonline and mobile bankingRemote DepositSBA lendingtreasury and cash managementtrust services

Camden National Bank is a community bank serving Maine, New Hampshire, and beyond with personal and business banking, lending, and wealth management services. The bank describes itself as local since 1875, with over 70 banking centers across Maine and New Hampshire, offering digital banking tools alongside local decision-making.

digital banking toolsfinancial planningfraud protectionlocal decision-makingonline and mobile bankingtreasury management

Cape Cod 5 (The Cape Cod Five Cents Savings Bank) is an FDIC-insured community bank serving Cape Cod, Nantucket, Martha's Vineyard and Southeastern Massachusetts. It provides personalized banking services including personal and business banking, mortgages, retirement deposit services, wealth management, trust and asset management, and online and mobile banking.

bill paymerchant servicesmobile check depositmoney transfersonline and mobile bankingremote deposit capturetreasury managementtrust and asset management

Central Penn Bank & Trust is a community bank serving individuals, families, farms, and businesses across the Susquehanna Valley in central Pennsylvania. It was formed in 2025 when The Northumberland National Bank and Mifflinburg Bank & Trust came together. The bank operates 13 offices with local decision-making and offers personal, business, and agricultural banking plus wealth management and trust services.

agricultural lendingbrokerageMoneyPass ATM network accessonline and mobile bankingtrust services

Century Bank & Trust is a community bank based in Milledgeville, Georgia, serving individuals and businesses with personal and business banking, loans, credit cards, digital banking, and wealth management. The bank states it has been operating since 1898 and established its Trust and Financial Services Division in February 1986. It operates two branch offices, a loan production office, and two ATMs, including Bank of Wrightsville, a division of Century Bank and Trust.

ACH Servicesbill paycash managementdigital bankingestate planninginvestment managementmerchant card servicesmobile bankingmobile depositpositive payremote deposit capturetrust services

Charm City Capital is Baltimore's investment advisor, established in 2022 and based in Baltimore City, MD. The firm offers wealth management services including brokerage accounts, retirement accounts, and education savings plans.

financial guidanceinvestment advisorystrategic-planning

Chelsea Groton Bank is a community bank serving individuals, families, and businesses with personal and business banking, lending, digital banking, and wealth management. It offers checking, savings, CDs, IRAs, mortgage and home equity loans, commercial loans, cash management, and mobile, online, and video banking. The bank supports its community through the Chelsea Groton Foundation, sponsorships, and financial wellness programs.

business bankingcash managementcommercial lendingdigital bankingFinancial wellness programsmobile bankingmortgage lendingonline bankingpersonal bankingvideo banking

Citizens Bank & Trust Company has been proudly serving Arkansas and Eastern Oklahoma since 1886, with several locations throughout the River Valley in Crawford County including branches in Van Buren, Alma, Cedarville, Mountainburg and Mulberry. The bank offers personal and business banking, trust and wealth management, and merchant services.

estate planningestate settlementinvestment managementmerchant credit card processingmobile bankingonline bankingtrust administration

City Bank is a bank headquartered in Lubbock, Texas, with more than $5 billion in assets, operating 26 branch locations and 7 mortgage locations throughout Texas and New Mexico. It traces its origins to the 1941 founding of First State Bank of Morton and serves Texas and Ruidoso, New Mexico. Additional banking services include mortgage lending, trust, investments, indirect lending, and private banking.

merchant payment processingmobile and web payment processingmortgage lendingprivate bankingremote deposit capturetreasury solutionstrust services

CLA Czech Republic is an independent legal entity and a network firm member of CLA Global, an international organization of independent accounting and advisory firms. Its team of experienced specialists has provided accounting, IT and corporate advisory services for more than 30 years, with offices in Prague, Liberec and Olomouc.

auditcorporate financeDigital Servicesdue diligenceESG reporting auditsfinancial accountingIFRS advisoryIT supportlegal advisorypayroll accountingtax advisorytransaction advisorytransfer pricingvaluation

Columbia Bank is a New Jersey-based bank serving New Jersey since 1927, offering personal and business banking services. It provides checking and savings accounts, certificates of deposit, credit cards, mortgage loans, home equity loans, auto loans, student lending, commercial loans, treasury management, and escrow services. Extended services include Columbia Insurance Services, First Jersey Title Services, extended FDIC coverage, wealth management, and the Columbia Bank Foundation.

business bankingcommercial lendinginsurance servicespersonal bankingtitle insurancetreasury management

Commercial Bank is a community bank serving Southeast Kansas since 1874, when it was founded as Parsons Savings Bank. It offers personal and business banking, mortgage and other loans, online and mobile banking with Zelle, wealth management, investment management, trust services, and commercial insurance.

Commercial insurancefinancial planninginvestment managementloan servicingmobile bankingonline bankingtrust services

Community Bank is a financial institution that describes itself as a bank that knows community, with 120 years of wisdom and the heart of a true community partner. It provides personalized financial solutions from first accounts to retirement planning, offering personal and business banking, mortgages, and wealth management, along with digital banking through CB2GO.

business bankingdigital bankinglockbox check processingmerchant servicesmortgagespersonal bankingtreasury management

Community Bank & Trust is a community bank located in Neosho, Missouri, offering personal and business deposit solutions, loan services, wealth management, and trust services. The bank provides checking, savings, investment accounts, debit cards, online and mobile banking, and Zelle money transfers.

bill paycash managementmerchant servicesmobile bankingonline bankingRemote Deposittrust services

Community Resource Bank is a community bank serving the Northfield, Cannon Falls, Roseville and Faribault, Minnesota communities and surrounding areas. It provides personal and business banking, lending and investment services, and describes itself as a pillar in the local community with decades of trusted experience. Its president and CEO is James E. Loe.

business bankingcash managementinvestment serviceslendingpersonal banking

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ACH Servicesfinancial planningidentity theft protectiononline and mobile bankingphone bankingRemote DepositSBA lendingtreasury managementwire transfers