| Name | Title | Contact Details |
|---|---|---|
Charles Brown |
Chief Operating Officer | Profile |
As a SEFCU shareholder, you will enjoy benefits not found in other financial relationships. Benefits that keep growing with each passing year to help you achieve your purpose. Established in 1934, today SEFCU is among the 50 largest credit unions in the U.S. with more than $3.5 billion in assets, 330,000 members, and 50 branches in the Capital Region, Binghamton, Syracuse, and Buffalo. SEFCU is committed to Changing Lives Every Day through the donation of time, talent, and treasure.
Group Marketing Services Inc is a Omaha, NE-based company in the Financial Services sector.
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Finxflo is the world`s first cryptocurrency exchange aggregator and Defi protocol aggregator. It aggregates rates and prices from the world`s leading exchanges and protocols market providing both small and large traders unparalleled liquidity, stability, best pricing, and instant market access. FXF provides its users with access to multiple exchanges and DeFi protocols from just one wallet. Users are guaranteed the best price available through FXF`s smart order routing system which distributes trader`s orders across multiple exchanges simultaneously in order to achieve the optimum buy or sell price. Traders can also take advantage of a same-day withdrawal facility with zero fees.
We are a growing institution of members helping members in a community-based, not-for-profit organization, with the goal of becoming our members` primary financial institution. We are committed to protecting members` assets and providing personal, convenient, and competitive services.