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Heartland Lions Eye Banks is a Columbia, MO-based company in the Financial Services sector.
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.
Partner Colorado Credit Union, founded in 1931, is a member-owned not-for profit cooperative. Simply put, we are owned and operated by members, unlike publicly-held banks who are owned by shareholders. All income after operating expenses and reserve allocations is returned to you in higher dividends on savings and lower rates on loans. Today, Partner Colorado Credit Union`s total assets exceed $250 million and the credit union serves more than 30,000 members. Since established over 80 years ago, the names have changed, but the Credit Union is deeply rooted as a Colorado financial institution.
CUSG (CU Solutions Group) is a national Credit Union Service Organization (CUSO) that specializes in providing technology, marketing, human resources, and financial empowerment solutions for credit unions and financial institutions. The company focuses on enhancing member experiences, streamlining operations, and fostering growth through tailored services. CUSGs offerings are divided into four main categories. Its technology solutions include custom website design and hosting, digital accessibility tools, and financial calculators. The marketing solutions encompass customer experience platforms, full-service campaigns, and data analytics software. In human resources, CUSG provides performance management technology, compensation analysis tools, and automated learning management systems. Additionally, the financial empowerment segment features estate planning services and a consumer rewards program to enhance member loyalty. With over 300 clients, CUSG is committed to delivering secure and compliant digital solutions, further strengthened by its recent acquisition of InetSolution. The company actively engages with its clients through webinars and innovative services, aiming to create brand ambassadors and improve overall member satisfaction.
First State Bank of Forrest is a Forrest, IL-based company in the Financial Services sector.