Financial Services

Services with a Perspective on Growth and Quality

Financial services companies are facing intense competition, increased government regulation, changing customer expectations and unprecedented economic challenges. As the operating environment becomes increasingly complex, financial services companies must focus more than ever on the key drivers of growth and profitability.

The Cherry Bekaert Financial Services Group is designed to deliver the answers and advice that our clients need, when they need it, without unnecessary bureaucracy and red tape. We partner with our clients by providing practical solutions focused on their needs and objectives.

Our Financial Services Group currently provides solutions to more than 200 clients and team members have served banks ranging in size from de novo status to over $30 billion in assets. Clients served by this dedicated industry group include:

  • Community banks and bank holding companies
  • Savings banks
  • Credit unions
  • Mortgage banks
  • Broker/dealers
  • Asset-based lenders
  • Diversified finance companies

The real-world experience of our professionals is concentrated in the key areas vital to the success of our clients, including: