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In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We`re here for our members and we thrive by delivering on our value promise of Smart. Simple. Personal. We are the smart choice for a few reasons. We offer competitive loan and deposit rates, while keeping fees as low as possible. We also provide our members with local service, yet nationwide access. Lastly, we only offer financial solutions that are relevant to each member`s situation. We do not sell products or services just to meet our goals; rather, we evaluate each member`s financial situation and offer solutions that help members achieve their financial hopes and dreams.
MAI wealth advisors is one of the leading providers in Financial Services. It is based in Forest Hill, MD. To find more information about MAI wealth advisors, please visit www.maiwealth.com
Established in 2006, AppCrown, LLC is a Salesforce-based leading technology integration provider that delivers the most comprehensive and innovative integration and practice management solutions that enable financial advisers and broker/dealers to automate and streamline internal processes and enmesh them with third-party financial software applications.
Nava Benefits is a modern benefits brokerage on a mission to bring high-quality, affordable healthcare to all Americans. Built by a cross-functional team of technology, insurance, and employee benefits experts, Nava delivers high-performing plans that employees love and save employers money.
AdvisorAssist is a management consulting firm focused exclusively on serving investment advisory firms. Through consultative services and outsourcing, AdvisorAssist provides expertise, resources and actionable solutions that enable investment advisors to achieve their full potential. We are not your typical consulting firm. We deliver practical, actionable advice and solutions that are specific to your unique situation and business model by bringing together the three critical components of your advisory practice: People, Process and Technology.