| Name | Title | Contact Details |
|---|---|---|
Brian Yoshii |
Executive Vice President and Chief Information Officer | Profile |
United Community Financial Corp. (United Community) serves as the holding company for its wholly owned subsidiary, The Home Savings and Loan Company (Home Savings or the Bank). Home Savings is a state-chartered savings bank. The Bank conducts business
Secure First CU is a Birmingham, AL-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
LibertyBank's Mission is to be the best bank in Oregon by establishing and maintaining long-term, mutually-beneficial relationships with our clients, employees, communities, and shareholders. We will assist our clients in achieving their short- and long-term financial goals and we will provide a satisfying and positive experience with every contact.
Tucker Advisors is a National Marketing Organization (NMO) and a leader in the wholesale distribution of annuities and life insurance products to top independent agents nationwide. Tucker Advisors offers the total package for any advisor looking to take their practice to the next level. In addition to working with many of the industry leaders in annuity and insurance products, Tucker Advisors offers a turn-key, managed-money platform through its subsidiary Tucker Capital Management, a Registered Investment Advisor (RIA), that provides total portfolio integration and management for advisors and their clients. The Tucker Advisors difference is that we lead by example. Every program, marketing campaign, and safe money strategy is field-tested, and refined by our in-house retail sales team (Karlan Tucker & Associates). The best practices developed in-house are then shared with Tuckers advisors nationwide, to further empower people across the country with Smarter Retirement Strategies. http://www.tuckeradvisors.com