Business and Banking Concierge celebrated one year in business in early 2025, providing banking and finance management services in The Woodlands area.
The detailsPresident and CEO Natalie Saikowski Goertz founded the business in January 2024, offering banking guidance and management strategies for small businesses in The Woodlands. Services provided by Business and Banking Concierge include:
- Bank selection guidance
- Loan requests
- Insurance administration
Goertz previously worked as a treasury management officer, and she said her experience with local banks and small businesses helps find solutions for business owners. Business and Banking Concierge does not have a brick and mortar office, but works with clients in their own setting, Goertz said.
