| Name | Title | Contact Details |
|---|
CoastHills is a not-for-profit credit union currently serving more than 58,000 members in Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz counties. It has 11 branches and a full service call center. With assets of more than $835 million, CoastHills is one of the largest independently owned financial institutions on the Central Coast.
Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in these areas so they can operate their firms more effectively, reduce expenses, and maximize growth.
Einhorn Associates, Inc. is a Milwaukee, WI-based company in the Financial Services sector.
We provide the leading Income Share Agreement management software to help schools create and run Income Share Agreement programs that are designed to increase enrollment.
Cook Hall is one of the leading providers in Financial Services. It is based in Shakopee, MN. To find more information about Cook Hall, please visit www.chhins.com