Converted Clients

Conversion Date: March 22, 2025
Assets: $644M
Headquarters: Phoenixville, PA

Conversion Date: October 5, 2024
Assets: $603M
Headquarters: Williamsport, PA

Converted: July 20, 2024
Assets: $276M
Headquarters: Kent, OH

Converted: May 4, 2024
Assets: $712M
Headquarters: Middletown, NY

Converted: March 9, 2024
Assets: $814M
Headquarters: Mifflintown, PA

Converted: October 12, 2024
Assets: $6B
Headquarters: Concord, MA

Converted: July 15, 2023
Assets: $653M
Headquarters: Northumberland, PA

Converted: June 3, 2023
Assets:$1.8B
Headquarters: Newtown, CT

Converted: October 14, 2023
Assets: $131M
Headquarters: Delaware, OH

Converted: February 11, 2023
Assets: $476M
Headquarters: Ambler, PA

Converted: May 6, 2023
Assets: $1.4B
Headquarters: Marlborough, MA

Converted: February 4, 2023
Assets: $752M
Headquarters: Montgomery, NY

Converted: October 15, 2022
Assets: $688M
Headquarters: Stoneham, MA

Converted: September 10, 2022
Assets: $315M
Headquarters: Rochester, NH

Converted: April 9, 2022
Assets: $653M
Headquarters: Southbridge, MA

Converted: October 1, 2022
Assets: $357M
Headquarters: Barre, VT