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Grow With Us. The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either "captive" to an Insurance Company and its Broker/Dealer or an isolated individual trying to be totally independent. Our Belief is that Clients planning needs are best served by an Independent Investment Adviser they can trust, and with whom they can develop friendships. The CFD Companies are the outgrowth of a singular financial organization founded in 1969. Our founder was one of the early pioneers in the financial planning movement who believed clients should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990. The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers. Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values. Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600
Citizens State Bank - Sheldon is a Sheldon, IA-based company in the Financial Services sector.
Outsourced Compliance Group services registered investment advisors, commodity pool operators, and commodity trading advisors. Our clients generally service private funds, registered funds, high net worth individuals, retail investors, and commodity pools. Outsourced Compliance Group is boutique by design. Were dedicated to the client experience, thoroughly learning your business, becoming part of your team, and providing consistent communication. Weve never been interested in taking on as many projects as possible. Its our mission to embrace the right relationships so that we can focus on every detail of your compliance program, including unlimited consulting. When we hit capacity, were at capacity. We wont sacrifice the client experience and the quality of our work to bring in more clients. Its ultimately not whats best for you or for us to retain qualified compliance professionals! The difference between working with us or someone else? You can say its day and night. Our core offering is a fully outsourced compliance program. OCG will work with your CCO on an on-going basis to create a customized compliance program. This compliance program will address all aspects of your regulations, as required. We start by drafting your policies and procedures, a comprehensive risk assessment, and develop a customized compliance calendar to test established policies and procedures. The testing we complete throughout the year culminates with the drafting of your annual compliance report. We have standing calls with our clients on a frequent basis and our core service includes unlimited consulting to ensure we are kept up to date on your business changes and can adapt your compliance program as necessary.
Allegeny Ludlum Brackenridge is a Brackenridge, PA-based company in the Financial Services sector.
Family-owned since we were established in 1968, West Gate Bank is a true community bank. This community focus is not only evident in all that we do, but in how we do it. When you visit any of our ten locations, the people will be friendly and your service will be prompt. When you call us, a knowledgeable person will answer the phone; not a computer set on a loop. We know the details truly make a difference. As a full-service banking institution, we are large enough to serve all your personal or commercial banking needs, yet small enough to provide the outstanding personal service that only a locally-owned community bank can deliver. We`re committed to your success and invested in your financial well-being. At West Gate Bank, our interest is you! Member FDIC. Equal Housing Lender.