| Name | Title | Contact Details |
|---|
America`s First is a full-service financial institution with over $1.5 billion in assets and 19 branch locations across the Birmingham-Metro and Mobile, Alabama areas. As one of the strongest credit unions in the United States, we are committed to providing the most cost effective and convenient financial services for our members. Every member of America`s First owns a share of the credit union and is required to maintain a $5 balance in a Share Savings Account. America`s First accounts are federally insured up to $250,000 by the National Credit Union Administration (NCUA) and supplemental share insurance of up to $250,000 is provided by Excess Share Insurance (ESI).
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Higgins Capital Management is a La Jolla, CA-based company in the Financial Services sector.
California Credit Union League is a Rancho Cucamonga, CA-based company in the Financial Services sector.
We Empower Commerce. Corvia acts as a steadfast guide to payments, banks, vendors, and products to help our partners expertly navigate and manage the rapidly evolving business needs of merchants. As a full stack payments company our proprietary relationships, serve as the nexus to empower our partners with the tools and information they need to best manage their businesses. Our unique systems are meticulously designed to create a seamless experience with a sophisticated risk oversight platform that sets small and midsize businesses up for long-term success.