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Callan Associates Inc. provides investment consulting services in the United States. It offers research, education, decision support, and advice to institutional investors. The company also provides fund sponsor consulting and asset management services. It serves fund sponsors, financial intermediaries, and investment managers. Callan Associates Inc. was founded in 1973 and is headquartered in San Francisco, California. It has regional offices in Denver, Colorado; Atlanta, Georgia; Chicago, Illinois; and Summit, New Jersey.
Secure Investors Group, Inc. is a dynamic, holistic financial planning firm offering investments, financial planning, insurance, mortgages, and tax planning through our member organizations. Our expertise is in helping clients anticipate, evaluate and successfully resolve financial and legacy planning challenges in an increasingly complex legal, regulatory and economic landscape. We offer you a wide range of both legacy building and risk-management strategies and provide a diverse offering of insurance products, including property and casualty insurance, health insurance, long-term care insurance, life insurance, and fixed annuities. As a financial services leader with a presence in the northern United States, we continue to expand our business and network of financial professionals. We are continuously looking for dedicated, talented people who are highly motivated and seeking personal and professional satisfaction with an industry leader. We make a difference by serving our clients with small teams motivated by aligned incentives and a heritage of getting results. Our model delivers responsive service and insights with a high degree of confidence.
Westby Co-Op Credit Union is a Westby, WI-based company in the Financial Services sector.
Triple Net Properties is a Santa Ana, CA-based company in the Financial Services sector.