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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
First Mutual Holding Co. (FMHC) is a member-owned holding company dedicated to a singular mission: helping mutual banks serve the community and prosper. We reaffirm this belief every day by providing the support and resources that mutual banks need to thrive. FMHC provides a stable support structure designed to enhance their ability to serve customers while also enabling their growth as independent institutions. Affiliates share in the products, services, governance and infrastructure of the holding company. Affiliation not only helps our partner banks compete in today`s regulatory climate; it creates a sustainable path for future success while ensuring communities have a local bank.
Based in West Chester, Pennsylvania and Des Moines, Iowa, Venerable is the legacy annuity business of Voya Financial, Inc. Created by an investor group led by affiliates of Apollo Global Management, LLC, Crestview Partners and Reverence Capital Partners, Venerable is private company and an emerging business with well-established, strategic investors, experienced in successfully building and growing insurance businesses with patient, long-term capital. Financial Strength: With a strong history of financial services expertise, Apollo, a leading global alternative investment manager with more than $240 billion in assets-under-management, is leading an investor group to sponsor the formation of Venerable - a new insurance industry solution for legacy variable annuity businesses. Venerable is uniquely positioned for growth in delivering solutions to companies that seek to restructure their current variable annuity portfolios. Cutting Edge Solution on a Proven Variable Annuity Business Model: Trusted and experienced leaders are creating a dynamic, collaborative work environment – with the nimbleness and flexibility of a start-up and the solid foundation of a proven variable annuity platform that will leverage leading edge technology and cloud-based solutions. Employee Commitment: Venerable invests in our overall employee experience with opportunities for career development and enhancement in the financial services industry. We seek to provide all employees with the opportunity to positively influence a culture of commitment to our policyholders, investors and the communities where we live and work. Venerable offers a highly competitive compensation and benefits package, flexible working arrangements, volunteer opportunities, and generous paid-time-off.
With Americans now owing over 10 percent of their disposable income to non-mortgage debts like car loans, credit card accounts and student or personal loans it is more imperative than ever for financial institutions to properly manage that debt. The days of multiple spreadsheets and countless hours spent chasing collections has got to come to an end. FIntegrate allows financial institutions to scrap the expensive, time consuming, "old archaic" manual processes for managing collections and recovery. Now these financial institutions can utilize a highly advanced, streamlined software solution called Fusion to increase their efficiency, reduce their cost, and even capitalize on predictive analytics to better forecast future needs.