Wells Fargo Bank

Chicago-based PLS Financial Services, Inc., manages more than 300 financial service centers in Arizona, California, Illinois, Indiana, Massachusetts, Mississippi, New York, North Carolina, Ohio, Texas and Wisconsin, with more than 3,000 employees. PLS is one of the largest, fastest growing and most distinguished organizations in the check cashing industry, and is a Western Union money transfer agent.

NBT Financial in Fort Worth, TX is a community bank offering a range of financial services to both individuals and businesses. Their services include personal checking and savings accounts, online and mobile banking, personal loans, personal credit cards, business checking and savings, business loans, and treasury management. As a locally owned and independent institution, NBT Financial prides itself on providing personalized service to its customers. They also offer convenience services, financial calculators, beneficial ownership information, and mortgage services to meet the diverse needs of their clientele. With a focus on consumer education, NBT Financial aims to empower clients of all ages to make informed financial decisions. They emphasize the importance of financial literacy through their suite of financial calculators and educational resources available on their website. Generated from the website content

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations