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Create a company profileA wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .
Mercury is proud to offer the largest GSE rental and leasing fleet on the west coast. We offer the most comprehensive financing solutions in the industry coupled with industry leading service and refurbishment capabilities handled by us at our Santa Fe Springs facility. Our fast turn around times on equipment with full service shipping in the continental US as well as global export capabilities provide our customers with best in class customer service and response times. In 1948 Mercury was formed by ex Flying Tigers personnel to refuel and service aircraft at LAX. Today we provide full rental, sales, and leasing of ground support equipment, coupled with the industries finest zero-time refurbishment capabilities.
Bank of Luxemburg is proud to be a community bank owned by shareholders in the area. We have years of local decision making expertise, catering to the local communities we serve. We are here for our customers through all stages in life, helping to manage life changing events. Trusted advisors support our customers. Bank of Luxemburg offers both convenience and expertise. We have multiple locations to meet your needs. Mission Statement: To have a positive impact on people's lives! SECURITY REMINDER for customers: Personal account information should not be included in posts for your security. Member FDIC Equal Housing Lender
Bourne Partners is a financial services firm specializing in the pharma, pharma services and consumer health sectors. Located in Charlotte, North Carolina, the company offers investment banking and advisory services, as well as direct investment opportunities. As owners and operators with over 15 years of experience, Bourne Partners strives to enrich the lives and improve the health and well-being of their partners and patients across the globe by facilitating the efficient movement of capital through the global healthcare sector. Bourne Partners currently operates two distinct business segments, which enjoy valuable synergies. Bourne Partners Investment Banking Bourne Partners Investment Banking division provides investment banking services within the healthcare and life sciences sector for both external clients as well as our portfolio companies. Bourne Partners has worked alongside some of the leading strategic and Private Equity companies including Cerberus, Cinven, Irving Place Capital and The Carlyle Group. Specialties include mergers and acquisitions, sell and buy-side transactions, licensing and partnering opportunities, equity and debt capital, and strategic consulting. Bourne Partners Strategic Capital Bourne Partners Strategic Capital partners with and invests in pharmaceutical and pharmaceutical services companies and management teams where we can add long term strategic value. Select investments include AMRI, Covis Pharma S.à.r.l., iNova Pharmaceuticals, Millicent Pharma, King Pharmaceuticals, Novitium Pharma, and WelldyneRx among others.
Opal Wealth Advisors empowers you to use wealth as a pathway to freedom, joy, and abundance—for yourself, your family, and your business. The heart of our process is developing an understanding of your purpose and goals. This guides us in creating a customized plan and applying effective technologies to help evaluate investments, monitor goals, and stay connected with you. Our prime objective is for your money to work hard for you, not the other way around. We consider a full range of investment opportunities, not just stocks and bonds, and recommend asset allocation strategies to make sure your money keeps working actively for generations—so you don’t have to. As your wealthcare advocates, we have the privilege of assisting you through many of life’s most critical moments. The birth of a child, a divorce, the loss of a loved one, or even the sale of your business can be times of uncertainty when you need to know that your wealth will fully protect you. Our team makes sure you’re covered for the expected, as well as the unforeseen. Opal Wealth Advisors is completely dedicated to helping you live the life you want, now and in the future.
About Us Blue Bird offers a complete line of Type A, C and D school buses in a variety of options and configurations. Since 1927, Blue Bird Corporation has continued to set industry standards with its innovative design and manufacturing capabilities. Additionally, Blue Bird provides comprehensive financial solutions through Blue Bird Capital Services. Today, Blue Bird has more than 1,600 employees, Georgia-based manufacturing facilities and an extensive network of Dealers and Parts & Service facilities throughout North America. Its global presence can be seen in more than 60 countries through sales into Africa, Asia, the Caribbean, Latin America, Europe and the Middle East. Our Promise We are singularly focused on building and selling school buses that customers want and value. The safety of schoolchildren is at the center of all that we do and we will strive every day, just as we have since our beginning in 1927, to provide an unparalleled and affordable product in terms of safety, quality, durability, and serviceability. We will be easy to do business with, responsive to our customers' wants and needs, and provide prompt after-sale support in parts and service through a professional, high-qualified distribution network. Customer satisfaction is our top priority. What We Stand For We come to work every day with one common goal, to design, build, sell and service the world's finest school bus. That's what we do - no distractions, no competing priorities. We are heirs to a rich legacy, one of listening to our customers, embracing their needs, and delivering innovations that lead the market. We commit ourselves to four driving priorities - safety, quality, durability, and serviceability. We embody the interests of every child that rides us, every driver that drives us, every service technician that services us and every district that buys us. More than a business, this work is our heritage, and we have been at it since 1927 - that's purpose driven.
The Salesforce Consulting Partner for Financial Services We are an employee-first and client-success-focused boutique end-to-end Salesforce Silver Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products. We partner with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives. Our full suite of Salesforce Consulting services includes cloud implementations, marketing automation, integrations, data migrations, advisory, and managed services. Whatever your needs, we're here to serve. Salesforce Partner. Tableau Partner. Financial Services Cloud. Sales Cloud. Service Cloud. Experience Cloud. Pardot. Marketing Cloud. CPQ. Mulesoft. Datorama. Interaction Studio. Salesforce Scheduler. High Velocity Sales. Tableau CRM.
We are in the client service business, we just happen to do mortgages. ⭐️⭐️⭐️⭐️⭐️ NMLS: 1467435 We strive daily to provide all our clients with impeccable, VIP, 5-star service. In doing so we have achieved over 5,000 5-star reviews! Currently, we are on a mission to reach 10,000 5-star reviews from our happy clients, and with our hard work and commitment, we are sure to reach our goal!
Normal is a mobile finance application seeking to give people the better financial life they deserve by replacing the traditional bank account using blockchain and DeFi protocols. No fees, no minimums, instant transfers, and 4-12% interest on all your money... the way it should be done. We're creating the new normal of finance, and bridging the gap between crypto and the rest of the world.
We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and Southern Life Insurance Company *Western-Southern Life Assurance Company *Columbus Life Insurance Company *Gerber Life Insurance Company *Integrity Life Insurance Company *The Lafayette Life Insurance Company *National Integrity Life Insurance Company *Eagle Realty Group, LLC *Fort Washington Investment Advisors, Inc.1 *IFS Financial Services, Inc. *Touchstone Advisors, Inc.1 *Touchstone Securities, Inc.2 *W&S Brokerage Services, Inc.;2 *W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit www.westernsouthern.com. For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures. Western & Southern is the title sponsor of six major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players. 1 A registered investment adviser. 2 A registered broker-dealer and member FINRA/SIPC.
For almost a century, investors have trusted MFS to achieve their investment goals because we stay true to our convictions, and to who we are as active managers. We take the long view. We favor the strongest idea over the strongest individual. Our employees are aligned with what matters most to our clients: long-term vision, powerful risk-managed results and good decisions born from collaborative thinking. Robust integrated research is in our heritage and combining it with uncompromised information sharing is how we turn good ideas into great outcomes. Doing what's right for clients is not a choice we make each day, it's who we are. Learn more about our Social Media Terms of Use here: (paste link into browser) www.mfs.com/Literms For current career opportunities visit www.mfs.com/careers MFS Investment Management is an Equal Opportunity Employer.
Founded in 1995 and servicing the transaction accounts of over 30 million consumers and business owners, Velocity Solutions is the leading provider of technology solutions that drive revenue, service and compliance for community banks and credit unions. Our Velocity Intelligent Platform® powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics, manages risk, and drives revenue, loans, account holder engagement and non-interest income to our client financial institutions. For more information, please visit myvelocity.com.
Checkout.com is one of the most exciting fintechs in the world. Our mission is to enable businesses and their communities to thrive in the digital economy. We’re the strategic payments partner for some of the best known fast-moving brands globally such as Patreon, Dashlane, Udacity, Wise, Sony Electronics, Klarna and many others. Purpose-built with performance and scalability in mind, our flexible cloud-based payments platform helps global enterprises launch new products and create experiences customers love. And it's not just what we build that makes us different. It's how. We empower passionate problem-solvers to collaborate, innovate and do their best work. That’s why we’re number 9 on the Forbes Cloud 100 list and on Glassdoor’s list of Top 10 fintechs to work for. And we’re just getting started. We’re building diverse and inclusive teams around the world — because that’s how we create even better experiences for our merchants and our partners. And we need your help. So, join us to build tomorrow, today. We're proud to be certified as a Great Place to Work in the USA, with 89% of colleagues agreeing that this is a great place to work. That's 30% above average. Find out more about our team here: https://www.checkout.com/careers
Onward is a financial wellness benefit that employers can offer to assist their workforce in building a financial cushion for themselves. According to the Federal Reserve, nearly 47% of Americans could not come up with $400 in case of an emergency. For the most vulnerable, the low to moderate income, these emergencies can become shocks leading to financial panic and in many cases the use of pay advances or predatory loans. Onward seeks to change that by offering a mobile app and accompanying website that allows employees to set a financial goal and start saving immediately from their paycheck into a savings account. While employees are saving, Onward utilizes push notifications to send financial tips, tools and resources directly to their mobile devices to create a feeling of confidence around managing finances. If employees have been active Onward savers for at least 3 months, they become eligible to access a responsible loan as an alternative to a payday loan or advance. We seek to provide every worker with a financial cushion and a greater sense of financial security. Check out our app on the Google Play store!
At StrategyCorps, we give financial institutions the power to be present in the lives of modern consumers. Our BaZing mobile app enhances your checking account with rewards like local discounts, cell phone protection, roadside assistance and other in-demand services that bring value to customers. With our CheckingScore analytics, banks and credit unions can easily understand the financial contribution of each customer. We use that data to help protect relationships with their most profitable customers and improve the contribution from unprofitable relationships. We’re made up of lots of different talents, but we all share in our company’s mission to help financial institutions thrive with the technology, service and enthusiasm that consumers of today deserve. To learn more about our company, visit strategycorps.com, find us on Facebook at facebook.com/strategycorps or follow us on Twitter and Instagram @StrategyCorps.
Our Vision: To be the premier provider of financial services in the markets we serve. Our Mission: The mission of Citizens National Bank is to provide a positive and distinctive banking environment by exceeding Our Clients' expectations with every interaction; serving Our Communities with an unwavering commitment, economically or otherwise, as a proud corporate citizen; ensuring Our People have the opportunity to grow personally and professionally; and providing Our Shareholders the benefits and rewards of ownership through enhanced enterprise value. Our Promises: We believe that listening is critical to understanding. We want to clearly understand your needs and concerns in order to ensure we serve you effectively. We want to help you achieve your financial goals and be a financial partner for you and your family. We promise to listen with the intent to understand so that our service exceeds your expectations. We believe in servant leadership. We understand that when communities thrive, everyone has an opportunity to succeed. Because you entrust CNB as your financial partner, we are able to serve our communities through charitable giving, volunteering and involvement in community initiatives, as well as, lending that supports economic growth. Supporting our community is a fundamental part of our mission – a mission that requires us to put our values into action and make a difference. We promise to strive to make a difference and support our communities to ensure they continue to flourish. Innovation is not limited to the large tech companies of the world. In fact, we constantly evaluate our technology and processes to ensure your information is safe and secure. We also evaluate how our products and services are delivered to you in an effort to make sure we provide a great experience whether it is on your mobile device, home computer or in one of our branches. We promise to seek innovative, responsible solutions that provide a personalized banking experience.
Hamstreet & Associates, LLC is a company based out of One SW Columbia Street, Portland, Oregon, United States.
1 in 2 people are short less than $50 before payday. This leads to stress, no savings, and the possibility for overdraft fees and payday loans. FloatMe offers a mobile app to help millennials cover cash gaps and improve their finances. Our product is accessed via a mobile app available on both iOS and Android. Our mission is to help people make better financial decisions. We were established in 2018 and are headquartered in San Antonio, Texas, with additional locations in Austin, Texas and Cleveland, Ohio.
Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.
Sound provides authentic and trusted financial support and services with full-service branches around the Puget Sound. A Northwest original since 1940, we’re one of Washington State’s largest credit unions, driven by the purpose of standing with members, employees and the community through all waves of life. If you're passionate about helping people with real-life needs, you’ve come to the right place. Sound Credit Union offers competitive wages, generous benefits, and a great workplace environment. We look for team members who interact with people in a caring manner, have a can-do approach, look for ways to say “yes,” and who would never say “that’s not my job.” If you believe “customer service” is not a department, but rather an attitude, we invite you to apply.