Client List – Financial

The following list, and those on the Manufacturing and Services Industry pages, include clients with whom we have consulted.

Services provided to clients include strategic and financial planning and a broad array of human resource services. In an effort to protect the privacy and time of our clients, specific references are available only upon request.

Please call.

Serving the Financial Services Industry

  • Ameris Bancorp, Inc., Moultrie, GA
  • Asheville Savings Bank, SSB
  • Bank of the Carolinas, Mocksville, NC
  • Bank of Hiawassee, Hiawassee, GA
  • Blue Ridge Savings Bank, Asheville, NC
  • Capital Bank Corp, Raleigh, NC
  • Cardinal Financial Corporation, McLean, VA
  • Carolina Bank, Greensboro, NC
  • Carolina National Bank, Columbia, SC
  • Carolina Federal Credit Union  Cherryville, NC
  • Charlotte Metro Credit Union
  • Chartway Federal Credit Union
  • Citizens Bancshares, Atlanta, GA
  • Citizens National Bank, Henderson, TX
  • Coastal Banking Company, Beaufort, SC
  • Coastal Bankshares, Inc., Charleston, SC
  • Community Bank & Trust, Cornelia, GA
  • College Foundation, Inc.  Raleigh NC
  • Community Capital Corporation, Greenwood, SC
  • Community FirstBank, Charleston, SC
  • Cooperative Bankshares, Inc., Wilmington, NC
  • Crescent Banking Corp, Jasper, GA
  • Crescent Financial Corporation, Cary, NC
  • CountyBank, Greenwood, SC
  • Duke University Federal Credit Union
  • Eagle Bancorp, Inc., Bethesda, MD
  • East Carolina Bank, Engelhard, NC (The)
  • EduCap, Inc., Sterling, VA
  • Farmers & Merchants Bank, Salisbury, NC
  • Farmers & Merchants Bank, Statesboro, GA
  • Fauquier Bank, Warrenton, VA (The)
  • Fidelity Bank, Fuquay Varina, NC (The)
  • FLAG Financial Corporation, Atlanta, GA (Acquired by RBC Centura)
  • FirstBank Financial Services, Inc, McDonough, GA
  • First Banking Company of Southeast Georgia (Acquired by BB&T)
  • First Carolina Corporate Credit Union
  • First Flight Federal Credit Union
  • First National Bank of Shelby, NC
  • First National Bank, Vandalia, IL
  • Firstate Bank, Wrens, GA
  • First Sentinel Bank, Richland VA
  • First Trust and Savings Bank, Albany, IL
  • Four Oaks Bank & Trust, Four Oaks, NC
  • GB&T Bancshares, Inc., Gainesville, GA  (Acquired by SunTrust)
  • Gateway Bank & Trust Co., Elizabeth City, NC
  • Georgia Bankers Association, Atlanta, GA
  • Greenville First Bankshares, Inc., Greenville, SC
  • Greer State Bank, Greer, SC
  • Gwinnett Community Bank, Duluth, GA
  • Hamilton State Bancshares, Inc., Hoschton, GA
  • Heritage Trust Federal Credit Union, Charleston, SC
  • Home Trust Banking Partnership, Asheville, NC
  • Horry County State Bank, Loris, SC
  • Itasca Bank and Trust, Itasca, IL
  • Kenly Savings Bank, SSB, Kenly, NC
  • Langley Federal Credit Union, Hampton, VA
  • Main Street Banks, Inc. (Acquired by BB&T)
  • Marshfield Savings Bank, Marshfield, WI
  • Mechanics and Farmers Bank, Durham, NC
  • Members United Corporate Credit Union
  • Middleburg Financial, Middleburg, VA
  • Midwest Independent (Bankers) Bank, Jefferson City, MO
  • Nashville Bank & Trust, Nashville, TN
  • National Commerce Corporation, Birmingham, AL
  • NewBridge Bancorp, Greensboro, NC
  • New Century Bank, Dunn, NC
  • New Peoples Bankshares, Inc., Honaker, VA
  • North Carolina Bankers Association, Raleigh, NC
  • North Carolina Credit Union Network, Greensboro, NC
  • North Dallas Bank & Trust, Dallas, TX
  • Palmetto Citizens Federal Credit Union, Columbia, SC
  • Paragon Commercial Bank, Raleigh, NC
  • Peoples Bancorp, Newton, NC
  • Peoples Bancorporation, Easley, SC
  • Pine Level Bank, Pine Level, NC  (Acquired by Four Oaks B&T)
  • Provident Community Bank, Union, SC
  • Puget Sound Bank, Bellevue, WA
  • Putnam County Bank, Hurricane, WV
  • River Valley State Bank, Wausau, WI
  • South Carolina Bankers Association
  • SC Telco Federal Credit Union, Columbia, SC
  • The Savannah Bancorp, Inc., Savannah, GA
  • SRP Federal Credit Union, Aiken, SC
  • Security Bank Corporation, Macon, GA
  • Sharonview Federal Credit Union, Charlotte, NC
  • Silverton Bank, Atlanta, GA
  • Southeast Corporate Federal Credit Union, Tallahassee, FL
  • Southern Community Financial Corp., Winston-Salem, NC
  • State (NC) Employees’ Credit Union, Raleigh, NC
  • Suncoast Schools Federal Credit Union, Tampa, FL
  • The Independent BankersBank, Irving, TX
  • Traders Bank, Spenser, WV
  • Truliant Federal Credit Union, Winston-Salem, NC
  • United Community Bank, Highland Village, TX
  • Virginia Bankers Association, Richmond, VA
  • VistaBank, Aiken, SC
  • WEYCO Credit Union, Plymouth NC
  • Williamsburg First National Bank, Kingstree, SC
  • Yadkin Valley Bank and Trust Co., Elkin, NC

Contact Us

Main Office
Hillsborough, NC
(919) 644-6962

Greensboro, NC Office
(336) 644-1980

Atlanta, GA Office
(404) 435-6993

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