Helping Financial Institutions Thrive

Working with financial institutions from around the country, we never stop learning about the myriad of nuances associated with successfully fulfilling client and business needs in this exciting industry.

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Trusted Advisors to the Wealth Mangement Industry

We have developed strategic plans and processes for implementing those plans, as well as aiding in project management and other initiatives requiring organization and attention.

Financial Advice

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Investment Planning

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Safe And Secure

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Making an Impact in the financial industry

The coaching and consulting experts at Kane Carlton worked in financial institutions for decades before using their experience and highly specialized knowledge to help banks and credit unions like yours. They not only ran their respective business lines and areas of responsibility, but rose to the top of their field by understanding how each of the component parts of wealth management fit into the broader context of banking.

Global Leader 10 Years In a Row

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Average profit per year

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Average invest per year

Signature Process

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The Right Choice

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Companies we have Advised

We sat around the executive management table, participated in loan committee and board meetings, and interfaced with deposit operations, retail banking, marketing and human resources. We responded to the challenges of integrating wealth management into the fabric of the organization.

A Leader In The Industry

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Meet Tom Kane

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400k+ Satisfied Customers

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Janet Renolds

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Sara Blankenship

Reach Us

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13005 Greenville Avenue,
California, TX 70240
+22 140 006 754
contact@divifinance.com

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