World Insurance Associates LLC, ased in New Jersey, announced today the acquisition of Reinig Insurance Solutions of Lakewood, effective July 1, 2025. The terms of the transaction were not disclosed. Reinig Insurance Solutions specializes in property and casualty products, primarily serving the health and fitness industry. Ken Reinig, President of Reinig, noted that “Today’s business…more
The latest ranking of banks by deposits at Jefferson County branches reveals that FirstBank, which was acquired by PNC Bank in early September of this year and led, leads the list for 2025, with deposits as of Sept. 30, totaling $6.09 billion. FirstBank has dominated the ranking for the last three years. Following closely is…more
On Tap Credit Union has been recognized with two Diamond Awards from America’s Credit Unions. This acknowledgment highlights the credit union’s innovative marketing efforts and commitment to serving its members effectively. The Diamond Awards celebrate excellence in the credit union space, showcasing outstanding achievements in marketing and business development. Winning these awards underscores the credit…more
The PNC Financial Services Group has agreed to acquire FirstBank Holding Co., headquartered in Lakewood. This acquisition will significantly enhance PNC’s presence in Colorado and Arizona. As of June 30, 2025, FirstBank had $26.8 billion in assets and operated 95 branches primarily in Colorado and Arizona. The deal will substantially increase PNC’s branch network in…more
Safe Harbor Financial has introduced a new banking program specifically designed for financial institutions looking to serve the legal cannabis market. This Fully Managed Cannabis Banking Program aims to simplify the process for community banks and credit unions by handling all operational and compliance tasks, allowing these institutions to accept cannabis deposits without increasing their…more
Fortis Capital Advisors has formed a strategic partnership with Risemint, an Evergreen-based independent wealth management firm founded by Bryce Johnson. This collaboration aims to enhance personalized wealth management services for families and businesses. Risemint, established in 2019, has grown its assets under management to over $120 million prior to merging with Prairie Village, Kan.-based Fortis…more
Credit Union of Denver led all Jefferson County-based credit unions in 2024 by total loan volume, issuing more than $762 million — an increase of nearly 9% from 2023. With over 156,000 loans and 72,333 members, the Lakewood-based institution was the county’s most active by both financial scale and transaction count. Climb Credit Union, based…more
The latest rankings of Jefferson County’s credit unions reveal a year of both growth and contraction across key financial metrics. Based on 2024 asset data from the National Credit Union Administration, Credit Union of Denver, based in Lakewood, remains the largest in the region, holding $1.17 billion in assets despite a nearly 20% decline from…more
Indivisible Partners, an independent advisory firm based in Clearwater, Fla., has expanded its advisor network by welcoming Golden-based Ride Wealth Partners. This partnership aims to enhance the client experience through streamlined, purpose-driven financial planning and investment management. Kevin McCulley, founder and president of Ride Wealth Partners, cited three key reasons for joining Indivisible Partners: a…more
The latest list of Banks by Deposits at Jefferson County Branches has been released, detailing how 24 financial institutions fared in 2024. The rankings, based on local deposit data as of June 30, were compiled using figures from the Federal Deposit Insurance Corp. This year’s data shows a slight dip in local deposits across Jefferson…more
SHF Holdings Inc., dba Safe Harbor Financial (Safe Harbor) (Nasdaq: SHFS), has formed a strategic partnership with Bennett Thrasher, an accounting and advisory firm. This collaboration offers financial compliance and advisory services to businesses in regulated markets, supporting them from startup to expansion. Through this partnership, Safe Harbor clients will gain access to a comprehensive…more
Jefferson County saw a spike in SBA-backed lending in 2024, with 49 lenders issuing a total of $129.9 million in loans — up 45.8% from $89.1 million in 2023 — according to the 2025 Jeffco SBA Lenders List, based on data from the U.S. Small Business Administration. The sharp increase highlights growing economic momentum for…more