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Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. It is a full-service brokerage and investment advisory firm, offering comprehensive solutions with a customer-centric focus. McDonald Partners has the advantage of utilizing RBC Correspondent Services' suite of services and technology to meet its clients' needs.
Mountain Valley Community Bank was founded in 2004 by a group of local business professionals and grew to 4 locations by September, 2017. In that same month, Mountain Valley Community Bank merged with, and became a division of, The Piedmont Bank located in Norcross, Georgia. Together, the banks have 10 locations and are over $950 million in total assets - making the combined bank one of the largest community banks under $1 billion in assets in the state.
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ORG Portfolio Management is a investment management firm based in Cleveland, United States. ORG Portfolio Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Planned Financial Services is a investment management firm based in Cleveland, United States. Planned Financial Services provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
PNC Capital Advisors is a investment management firm based in Cleveland, United States. PNC Capital Advisors provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Reed Financial Services is a investment management firm based in Cleveland, United States. Reed Financial Services provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Resilience Capital Partners is a investment management firm based in Cleveland, United States. Resilience Capital Partners provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
The Westerman Group is a investment management firm based in Cleveland, United States. The Westerman Group provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Third Federal S&L is a commercial bank firm based in Cleveland, United States. Third Federal S&L provides multi-family office Bank Account services for high-net-worth families, foundations and endowments, and institutions.
Townsend Group is a investment management firm based in Cleveland, United States. Townsend Group provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.