wealth management

Renasant Bank is a community bank that started in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Today it operates consumer and commercial banking, mortgage and wealth management offices throughout the Southeast, offering personal and business checking and savings, loans, mortgages, cards, treasury management, and investment services through its relationship with LPL Financial.

bill paymerchant card processingmobile bankingmobile check depositmortgage lendingonline bankingtreasury managementZelle

CUSB Bank is a family-owned, community-minded bank that has served Northeast Iowa for over 135 years, founded in 1888. It offers personal and business checking, savings and CDs, credit and debit cards, mortgage and other loans, E-Banking, and wealth management solutions, with seven branch locations in Iowa.

ACH originationbill paycash managementE-Bankingestate planning supportfinancial planningpositive payRemote Depositretirement planningtrust services

EisnerAmper is one of the largest accounting, tax, and business advisory firms in the United States, with more than 4,500 professionals across offices nationwide and internationally. The brand covers EisnerAmper LLP, a licensed independent CPA firm providing attest services, and Eisner Advisory Group LLC and its subsidiary entities, which provide tax and business consulting services.

CFO advisorycyber risk advisoryfinancial statement auditsGrants managementinternal auditoutsourced accountingretirement plan administrationSOC 1/2/3 examinationstax preparation and advisory

East West Bank is a U.S. bank providing personal and commercial banking, home loans, and wealth management. It offers checking and savings accounts, CDs, online and mobile banking, mortgages, home equity lines of credit, business checking, SBA loans, commercial loans and lines of credit, commercial real estate financing, and international banking including foreign exchange and wire transfers. The bank describes itself as a financial bridge between East and West and has served customers for more than 50 years.

business bankingcommercial lendingforeign exchangeinternational bankingmobile and online bankingpersonal bankingtreasury management

Enterprise Bank & Trust is a financial institution headquartered in Clayton, Missouri, operating more than 50 branch offices in Arizona, California, Florida, Kansas, Missouri, Nevada and New Mexico, along with SBA loan production offices and deposit production offices throughout the country. It provides business and personal banking services, wealth management services, and specialized banking services. Its parent company, Enterprise Financial Services Corp, trades on Nasdaq under the symbol EFSC.

business bankingcash managementfraud protectionmerchant servicesonline & mobile bankingpersonal bankingSBA lending

Extraco Banks is a locally-owned bank serving Central Texas communities including Belton, Bryan, College Station, Copperas Cove, Gatesville, Georgetown, Hamilton, Harker Heights, Killeen, Temple, and Waco. It offers personal and business checking and savings accounts, loans, credit cards, insurance, treasury management, and wealth and trust services, with 15 branches across Central Texas and digital banking through the Extraco eBank app.

bill payfinancial planningmerchant servicesmobile bankingmobile depositonline bankingtreasury managementtrust services

F&M Trust is a locally owned, independent community bank serving South Central Pennsylvania, from Chambersburg to Harrisburg. Since 1906, it has provided personal banking, wealth management, and commercial services, and is committed to remaining independent while meeting the needs of its customers and communities.

commercial bankingemployee benefit plansmobile bankingmortgage servicespersonal bankingtreasury servicestrust and estate planning

F&M Bank has been serving people and businesses across the Shenandoah Valley since 1908, combining modern tools with local relationships. Headquartered in the Shenandoah Valley along the I-81 and I-64 corridor, it is described as the only publicly traded bank (OTCQX: FMBM) based in Rockingham County. Founded to serve farmers and merchants of rural western Virginia, it continues to support agriculture, small businesses, and nonprofits.

agricultural bankingbill paymobile bankingmortgage lendingonline banking

CD Financial is an independent financial services firm and Registered Investment Adviser that helps individuals and families create retirement strategies using a variety of investment and insurance products. The firm offers retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection, tax-efficient strategies, long-term care strategies, IRA legacy planning, and life insurance.

financial strategyinsurance productsinvestment advisoryretirement income planning

LoneStar Wealth Management is a wealth management firm founded by Michael Byers and Mark Groom, providing investment and retirement planning solutions. The firm specializes in serving federal employees, helping them understand and maximize their benefits for retirement. It offers services including federal employee benefits advising, legacy planning, income planning, wealth management strategies, investment advising, tax planning, and Social Security maximization. The firm has offices in Texas, New Mexico, and Ohio.

estate planninginsurance servicesinvestment advisingretirement planningTax planning

Fidelity Bank is a community bank serving NEPA and the Lehigh Valley, offering personal and business banking, home loans, and investment services. Since 1902, it has built relationships and delivered banking services, with a focus on community involvement and charitable giving. Its corporate headquarters is the restored former Scranton Electric Building, known as the Electric City Corporate Center.

cash managementdirect depositmerchant servicesonline and mobile bankingretirement plan servicestrust and fiduciary services

Financial Elevation LLC is a full service accounting and tax firm located in Atlanta, Georgia, offering financial services at an affordable price with over 15 years of experience. It is one of the leading independent firms in wealth management, tax resolution and business formation, and services clients in 21 of the 50 states. All services can be 100% virtual or in person at one of their offices.

Accountingaudit supportBookkeepingbusiness formatione-filingIRS representationnotary servicesQuickBooks supportTax planningTax preparationtax resolution

First American Bank is a community bank founded in Artesia, New Mexico in 1903, serving customers for over 120 years throughout New Mexico and El Paso, Texas. It offers personal and business banking, mortgage loans, trust and wealth services (offered since 1963), and merchant payment solutions. It is an SBA Preferred Lender and FDIC-insured.

community bankingmerchant servicesmobile check depositmortgage lendingonline bankingSBA lendingtrust services

FirstBank Southwest is a community-focused bank serving the Texas Panhandle since 1907. It offers personal and business banking, mortgages, wealth management, trust services, retirement planning, and digital banking. The bank is headquartered in Amarillo, Texas, and has been recognized in the Best of Amarillo Community's Choice Awards and by the Independent Bankers Association of Texas.

business bankingdigital bankingmerchant credit card processingmobile depositmortgage lendingpersonal bankingretirement planningtreasury managementtrust services

First Community Bank has been growing with its customers since 1983 and offers personal and business banking services to communities in South Texas and along the Texas Gulf Coast through 12 locations. It provides checking and savings accounts, CDs, IRAs, youth accounts, mortgages, business loans, treasury management, and digital banking.

ATM/ITM servicesdigital bankingmobile bankingonline banking and bill paytreasury management

First Hawaiian Bank is described as the largest Hawaii bank, offering personal, private, and business banking services in Hawaii, Guam, and Saipan. Deposit products are offered by First Hawaiian Bank, Member FDIC. Its Wealth Management Group provides investment advice and financial products and services through First Hawaiian Bank, and First Hawaiian Advisors offers investment and insurance strategies in partnership with Raymond James.

financial planninginvestment managementmerchant services and payment processingonline and mobile banking

First Hope Bank is a family-owned, community-operated bank in New Jersey, founded in 1911 and led by four generations of the Beatty family. It offers personal and business banking, lending, credit cards, wealth management, trusts and estate services, and financial planning, and operates from a historic building in Hope, NJ.

automated telephone bankingfinancial planningforeign currency exchangemobile bankingonline bankingsafe deposit boxestrusts and estate serviceswire transfers

First Mid Bank & Trust is a community-focused financial organization and subsidiary of First Mid Bancshares, Inc. (NASDAQ: FMBH). It provides banking, insurance, wealth management, brokerage, and ag services through locations in Illinois, Iowa, Missouri, Texas, and Wisconsin, plus a loan production office in Indiana. The company states it has served its communities since 1865.

ACH and wire originationag lendingbill paycommercial lendinginsurance brokeragemortgage lendingonline and mobile bankingRemote Deposittreasury management

First National Bank is a locally owned, hometown community bank serving Hamilton, Alabama and surrounding communities. It offers personal and business banking, lending, investments, and digital banking services, describing itself as a small-town bank offering the same services and conveniences of big-city financial institutions while nurturing personal banking relationships.

ACH originationcash managementmerchant servicesmobile bankingonline banking

First National Bank is a community bank serving Maine with personal and business banking, lending, mortgage, and wealth management services. It offers checking and savings accounts, debit and credit cards, digital banking, and community engagement programs such as First Hoop and Casual for a Cause.

business bankingdigital bankinginvestment serviceslendingmerchant credit card processingmortgage lendingpayroll servicespersonal banking

First National Bank is a local, full-service bank serving the Ames, Ankeny, Osceola and West Des Moines communities from eight locations. Since 1903, it has provided personal and business banking, mortgage services, wealth management, trust services, and fraud prevention resources, emphasizing local decision-making and personal service.

bankingfraud preventionMedallion Signature Guaranteemortgage lendingnotary servicestreasury managementtrust and estate services

First National Bank of Omaha (FNBO) is a family-owned, independent bank with nearly 170 years in business. It offers personal, business, commercial, and wealth solutions with branch, mobile, and online banking for checking, savings, CDs, credit cards, loans, mortgages, and more. FNBO has more than 120 branches across Nebraska, Colorado, Illinois, Iowa, Kansas, South Dakota, Missouri, Texas, and Wyoming.

business owner advisory servicesManaged It Servicesmerchant servicesmobile and online bankingpoint of sale solutionstrust services

First National Bank of Pasco is a locally owned community bank serving Pasco County, Florida, and the Tampa Bay region. Founded in 1986, it offers personal and business banking, lending, mortgages, and wealth management through branches in Dade City, Lutz, and Zephyrhills, plus online and mobile banking.

cash managementcommercial lendingcommunity bankingonline and mobile bankingresidential mortgage lending

First State Bank is described as the oldest state bank in Texas, offering trusted community banking across North & Central Texas. It provides personal and business banking services, loans, wealth management and trust services through branches and online/mobile banking.

community bankingestate administrationmobile bankingmobile depositonline bankingretirement planningtrust services