| Name | Title | Contact Details |
|---|---|---|
Hamid Bafghi |
Profile |
Small business banking and money management tools to put you in complete control of what your business is earning, spending and saving. The official banking platform of Profit First. Bank with Relay for: ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using 50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers, checks and wires ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat - Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.
PartnersFinancial is a member-centric network of successful, independent peers working together to drive life insurance sales. We harness, enable and spread the knowledge, insights and expertise of over 150 life insurance and diversified firms across the country. Our expertise is matched only by our personal commitment to each others and our clients goals.
A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.
Our proprietary software and professional team of CPAs have assisted thousands of businesses retain hundreds of millions of dollars in stimulus funding