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  • Reference Rating
    4.7 / 5.0
    Customer References4 total
    About

    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For over 30 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses.

  • Reference Rating
    4.7 / 5.0
    Customer References27 total
    About

    Four Corners Community Bank (FCCB) serves San Juan County in New Mexico, and Montezuma and La Plata counties in Colorado. Since 2000, the bank has focused on providing safe, sound, and local services within each community it is located. Each of its seven locations is a full-service financial institution, offering complete personal and business banking-related products and services, including deposits accounts, lending assistance, and technologically advanced options.

  • Reference Rating
    4.7 / 5.0
    Customer References22 total
    About

    Wells Farg is a diversified, community-based financial services company with $1.9 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,600 locations, 13,000 ATMs, the internet and mobile banking, and has offices in 36 countries and territories to support customers who conduct business in the global economy. With approximately 268,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo was ranked No. 27 on Fortune’s 2016 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy their customers financial needs and help them succeed financially. Wells Fargo perspectives are also available on Wells Fargo Blogs and Wells Fargo Stories.

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