Advisory Services

Our Financial Institution Advisory Group understands the internal workings of the banking industry. We devote a significant amount of our time to providing consulting and advisory services to financial institutions. In addition, we stay in the forefront of changing accounting and regulatory issues affecting your institution.

The following is list of advisory services that we provide to financial institutions. We have separated the "Core Services", which are the services that we believe are essential to your institutions ongoing success.

Core Services

  • Internal audit outsourcing
  • Information systems reviews
  • Independent loan and credit quality reviews
  • Asset/Liability Management (ALM) Reviews
  • BSA annual reviews
  • ACH Reviews
  • Deposit and loan compliance reviews
  • Liquidity Reviews
  • Fair Lending Review

Other Services

  • Seminars and Board training
  • Strategic planning
  • Policy and procedures assistance
  • Branch applications
  • DeNovo Bank services
  • Valuation services
  • Holding company applications
  • Regulatory assistance
  • Merger & acquisition assistance
  • Internal control review and assessment

We know financial institutions.

Since 1944, Saltmarsh has been providing auditing, tax, and consulting services to a wide range of financial institutions. We currently serve approximately 140 financial institutions, ranging in size from $30 million to over $7 billion in total assets. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.

We take pride in building long-lasting relationships with our clients. We encourage you to contact us to learn more about the benefits of establishing a relationship with our firm and the quality of our professional services.

The Bank Advisors - a Division of Saltmarsh, Cleaveland & Gund - Certified Public Accountants And Consultants
Phone: 800.477.7458 ° Email:
(c) 2018 Saltmarsh, Cleaveland & Gund

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