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Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing. Founded in 1990, we provide Investment Management, Business Management and Practice Development to a select group of America’s most knowledgeable and forward-thinking independent financial Advisors and their clients.
Foundation Source is the nation`s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools. Now in our third decade, Foundation Source provides its services to more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Reliance is a Lake Worth, FL-based company in the Financial Services sector.
Automated Financial is a Chandler, AZ-based company in the Financial Services sector.
Maine Savings is a modern financial institution with state-of-the-art technology offering members a full range of financial services, including RedWallet Checking. With more than 27,000 members, 10 branches and nearly 100 employees, Maine Savings is among Maine`s largest credit unions. Maine Savings is committed to providing in-person services paired with modern conveniences. Branches are located in Bangor, Bar Harbor (Jackson Laboratory), Brewer, Corinth, Ellsworth, Hampden, Milo, North Vassalboro and Old Town. Founded in 1961 by employees of the Bangor and Aroostook Railroad Company, Maine Savings continues to serve its membership as a federally insured not-for-profit credit union.