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Loffredo and Associates is a Los Angeles, CA-based company in the Financial Services sector.
We work hard every day to help over 7 million Americans save for a college education, healthcare, and retire successfully. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. We are the largest independent retirement and college savings services provider in the United States, supporting approximately 50,000 retirement plans, 4 million 529 college savings accounts, and administering more than 1.5 million IRAs and health savings accounts. When you choose Ascensus as a partner or a service provider, rest assured, you will always have a plan.
Truebill develops a mobile app that helps consumers take control of their financial lives. Truebill leverages AI to analyze users’ spending habits, identify inefficiencies, and take action to ultimately improve their financial health.
BestXstats “BXS” is an independent boutique service provider specializing in the Trade Compliance space of the financial industry providing tools and reports for Broker Dealers, Trading Networks, Market Making firms, ATS`s, IA`s and Exchanges. Our tools provide firms the most accurate and cost effective solutions regarding SEC Compliance Reporting obligations, Best Execution requirements, along with a comprehensive set of Trade Surveillance Tools. We are committed to helping firms stay ahead of the curve in an ever changing financial market place where the environment is technologically driven.
yoursummitcu is a Billings, MT-based company in the Financial Services sector.