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Achieve is the leader in digital personal finance, built to help everyday people thrive. Achieve offers innovative digital financial solutions including home equity loans, personal loans and debt resolution, as well as financial education. From the single parent trying to catch up on bills to the entrepreneur trying to make their dreams a reality, we provide innovative, personalized financial solutions to move them towards a better financial future. By focusing on each individual to understand what`s working for them and what`s not, we tailor an approach to meet their specific needs and goals. Then we add in our data and intelligence, innovative technology, unique solutions, and an empathetic human touch to help our members move their finances forward. We put our members first and treat them like humans, not account numbers. Our people make the biggest difference. With more than 2,700 teammates across the country with hubs in California, Arizona, and Texas, everyone collaborates to make an impact on our mission; to empower everyday people to move forward on the path to a better financial future. Since our founding in 2002, we`ve been committed to fostering an environment where everyone can belong while giving their true authentic selves a place to shine. Whether you`re in sales, member support, engineering, product design, IT, or any of our other exciting roles, you`ll join a team passionate about serving our members and embracing our core values every day: Care (For Everyone) Get Better (Every Day) Act With Integrity (Every Time) Collaborate (With Everybody) Achieve is a family of companies, including including Bills.com, LLC d/b/a Achieve.com (NMLS ID #138464); Freedom Financial Asset Management, LLC (NMLS ID #227977); Freedom Resolution (NMLS ID 1248929); and Achieve Loans (NMLS ID #1810501).
Sandhills Bank is one of the leading providers in Financial Services. It is based in Napa, CA. To find more information about Sandhills Bank, please visit www.sandhillsbank.com
CK Cooper is one of the leading providers in Financial Services. It is based in Wakefield, RI. To find more information about CK Cooper, please visit www.ckcooper.com
We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.
ClearView is a CPA and Management Consulting Firm that serves public, private and non-profit Clients of all sizes. Founded on the core principles of transparency and superior performance, we have leveraged our years of serving sophisticated Clients to quickly gain traction in the marketplace. Our leadership team is well recognized for creating an environment that attracts and retains the very best talent in our field – allowing us to quickly become the destination of choice for the most talented and devoted accounting professionals in the region. With our Big Four backgrounds, we have the technical ability to ensure our work meets the rigorous standards of all stakeholders. Our business savvy and wide-ranging experience enable us to provide recommendations that are not just “academic” in nature. Rather, they are practical and can be implemented with varying degrees of complexity, depending on the needs, resources, and culture of our Clients. Our services are flexible and scalable to meet the specific needs of our Clients, and we are committed to providing real solutions that offer practical and efficient improvements to our Clients` processes, procedures, and operations. The long tenure and deep experiences of our team members are the attributes that give you the assurance that you are partnering with a firm that will help you get to the right answer. However, it is our passion for helping our Clients meet their business challenges that separates us from our competition, and allows us to develop and sustain trusting, devoted relationships.