A new Wells Fargo office has opened in the Tri-Cities. Wells Fargo & Company, the parent company of Wells Fargo Advisors, opened a new office in Kennewick this spring.Wells Fargo Advisors is a subsidiary of the well-known bank with the same name.A full-service investment firm, Wells Fargo Advisors covers all...
By Beau Ruff for TCAJoBFinding a source of capital for a new or existing business is often a challenge. Beau Ruff,Cornerstone Wealth StrategiesConsider the following scenario: Diana has a great idea for a new business and she has the experience and know-how to make it work. But, she needs capital...
To call Wheatland Bank’s expansion into the Tri-Cities a success would be an understatement.“We budgeted for loan growth, but we didn’t anticipate this much loan growth,” said Sue Horton, president and CEO of Wheatland Bank and Chair of the Board.[blockquote quote="People still want relationships, especially when times are tough." source="Sue...
After the recession of 2008, increased regulatory demands significantly shifted the way the banks deliver services to their customers — but for Banner Bank, those shifts only served to strengthen relationships with customers. Last year, the bank celebrated 125 years of growth.[blockquote quote="We’re not a provider of products and services,...
By Robert Nesbitt for TCAJoBWhile day-to-day tasks keep the wheels in motion for any business, successful entrepreneurs always keep an eye on long-term financial goals. Securing financing for your company’s expansion can seem like a far-off concern with all of the immediate challenges of running a growing business. However, the...
Petersen Hastings, an independent wealth management firm in Eastern Washington, has joined forces with National Advisors Trust Company. The move has enabled the firm to create Petersen Hastings Private Trust, a new private-labeled trust services brand.[blockquote quote="Our firm’s goal is to establish lifelong relationships with clients, their families and others...
HomeStreet Bank, a Seattle-based bank, has only had a presence in the Tri-Cities’ market for about a year, but it’s already demonstrating how it does business differently.[blockquote quote="This program helps employers help their employees improve their lives." source="Andy Slipper, vice president of HomeStreet Bank" align="right" max_width="300px"]Through the company’s Hometown Home...
Jhoanna Jones spent more than a decade working in the financial industry. She thrived on helping small business owners get the lending they needed to buy properties and expand their companies. But sometimes, due to tighter bank regulations, she had the uneasy job of declining a loan to a small...
By Sara Bailey and Kathryn Garrison for TCAJOBEstate planning is never an easy topic to discuss, and incorporating taxes into the picture makes it an even less appealing topic. Sara Bailey,Moss AdamsHowever, everyone should have an estate plan—even if it’s just a simple will. Those with large and complex estate...
