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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Park View Federal Credit Union is a Harrisonburg, VA-based company in the Financial Services sector.
Welcome to San Diego County Credit Union, San Diego`s largest locally-owned financial institution. With over $7.2 billion in assets, San Diego County Credit Union is a not-for-profit credit union wholly owned and operated by its members. Unlike most other financial institutions, San Diego County Credit Union does not issue stock or pay dividends to outside stockholders. Instead, earnings are returned to members in the form of lower loan rates, higher dividends on deposits and lower fees. To date, SDCCU serves over 308,000 members and continues to thrive as one of San Diego`s premier institutions. With more than 35 branches in three counties, SDCCU is conveniently located in our communities serving the membership through superior product and service offerings. SDCCU is proud to have been voted BEST Credit Union sixteen years straight and BEST Place To Work numerous times, as determined by The San Diego Union-Tribune Readers Poll. Additionally, SDCCU is a proud community leader. As the title sponsor of the San Diego County Credit Union Poinsettia Bowl, presenting sponsor of the San Diego Big Bay Balloon Parade and proud supporter of the Multiple Sclerosis Society Walk and SD Humane Society, SDCCU reaches out, supporting causes close to our members. At the local level, Team SDCCU supports community charitable organizations and events through sponsorships, volunteerism and activism.
Call Federal is passionate about providing friendly, local banking to the Richmond area. Call Federal was founded in 1962 by employees of Philip Morris. Today, we are a $350 million community-oriented financial institution serving the diverse needs of the Richmond region. This means that all our employees live here, all decisions are made here, and your money stays here. It also means Call Federal takes a lot of pride in giving back to our community.