SIDEBAR Winter 2019-2020 - 21

BANKING - PERSONAL & COMMERCIAL
REPUBLIC BANK
35 E. Wynnewood Road, Wynnewood, PA 19096
Contact: Denise Murphy
Phone: (610) 642-3549 | Email: dmurphy@myrepublicbank.com
Republic Bank is one of the largest Philadelphia-based retail banking institutions with 28 stores located in New Jersey, New York and Pennsylvania.
In the midst of an aggressive growth plan, referred to as "The Power of Red is Back," the bank is rapidly expanding its footprint in Metro Philadelphia and Metro New York. Republic Bank stores are open seven days a week, 361 days a year, with extended lobby and drive-thru hours, providing
the longest hours of any bank in the area. Republic also offers free checking, free coin counting and ATM/Debit cards and credit cards issued on
the spot.

CREDIT CARD PROCESSING AND COMPLIANCE
LEGAL CARD PAY
217 E. Montgomery Ave., North Wales, PA 19454
Contact: Ted McKenzie, Jr.
Phone: (888) 960-4868 | Email: Ted@LegalCardPay.com
Delivering over 16 years experience in the card processing industry, we are experts in connecting the needs of the legal industry to the capability
of the payment industry. Security and compliance are assured. Credit cards are quickly becoming the preferred payment method for clients. The
practice is required to choose smart payment solutions that are easy to install and operate while being cost effective. Our service is born from this
need and is focused on providing the best service to your firm. Legal Card Pay is the smart choice for your firm's card payment needs.

VIRTUAL RECEPTIONIST / LIVE CHAT
SMITH.AI
425 Sherman Avenue, Palo Alto, CA 94306
Contact: Maddy Martin
Phone: (650) 727-6484 | Email: Maddy@Smith.ai
Smith.ai is a superior virtual receptionist service for phone calls, chats, and texts. Our U.S.-based professionals do much more than answer calls
and chats: They screen and intake clients, schedule appointments, take payments, and log all conversations in your business software, like Clio,
Practice Panther, Calendly, LawPay, and more. Plans start at $70/month for calls, and include free spam blocking. MBA Members receive a free
trial, plus $100 off the first month and more with code MONTBAR100. Learn more at https://smith.ai!

FINANCIAL SERVICES
BIRE FINANCIAL SERVICES
4066 Butler Pike, Plymouth Meeting, PA 19462
Contact: Stuart Leibowitz
Phone: (610) 825-4066 | Email: Help@BIRESWAN.com
BIRE is an acronym standing for the services it offers-Business, Individual, Retirement and Estate. Our logo, a white swan, stands for "Sleep Well
At Night." BIRESWAN is composed of five separate divisions: BIREfinancial - provides individual and corporate clients with comprehensive support in achieving their financial goals. BIREmanagementofwealth - directs individual clients in creating asset allocation, portfolio strategies and
hands-on money management consistent with their risk tolerance and goals. BIREtirement - helps clients navigate through planning for individuals' IRA and Roth IRA's and assists corporate clients in establishing and maintaining their company 401(k), 403(b), 457, SIMPLE IRA, SEP IRA, and
Cash-Balance plans. BIREbenefits - helps employers meet present/future needs as it relates to employee benefits. BIREpip (Partners In Planning) created a network of collateral professionals including Accountants, Attorneys, Property and Casualty Representatives, Mortgage Brokers, Banks
and Realtors to address our clients' financial, accounting and legal issues as they arise.

WEALTH MANAGEMENT & BANKING
WSFS WEALTH
724 W. Lancaster Avenue, Wayne, PA 19087
Contact: Glen Reyburn
Phone: (484) 956-0490 | Email: Greyburn@WSFSBank.com
WSFS provides comprehensive financial services including commercial banking, cash management, retail banking, trust and wealth management.
We Stand for ServiceĀ® is our mission and our daily call to action. Since 1832, WSFS has been a service-oriented, locally managed community
banking institution serving Delaware Valley families and businesses of all sizes. We strive to meet our Customers' ever-changing banking needs
and promise to exceed their expectations each and every day.

PLEASE MAKE EVERY EFFORT TO RECOGNIZE, THANK, AND SUPPORT YOUR MBA AFFINITY PARTNERS.
KNOW A QUALITY BUSINESS PARTNER WHO COULD BENEFIT FROM A RELATIONSHIP WITH YOUR BAR ASSOCIATION?
PLEASE HAVE THEM CALL JIM MATHIAS AT 610.994.3660 OR EMAIL: JIM@MONTGOMERYBAR.ORG FOR MORE INFORMATION.
Please note: Many of our Affinity Partners offer best available terms and /or pricing when you identify yourself as a Montgomery Bar Association member. If you presently
work with any of these partners and would like us to confirm that you are receiving the best available terms and pricing, please email: jim@montgomerybar.org and be sure to
include the words "status check" in the subject heading of your email. In the body of your email, be sure to list any of the partners you presently do business with.


http://www.SMITH.AI http://www.Smith.ai https://www.smith.ai

SIDEBAR Winter 2019-2020

Table of Contents for the Digital Edition of SIDEBAR Winter 2019-2020

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https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARFall2021
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSummer2021
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSpring2021
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARWinter2021
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSummerFall2020
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSpring2020
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARWinter2019-2020
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARFall2019
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSummer2019
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSpring2019
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARWinter2018-19
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARFall2018
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSummer2018
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/LRSINSIGHT
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSpring2018
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARWinter2017-18
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSummer2017
https://www.nxtbook.com/hoffmann/MontgomeryBarAssociation/SIDEBARSpring2017
https://www.nxtbookmedia.com