| Name | Title | Contact Details |
|---|
LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients` best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.
SmartClixx is a Boca Raton, FL-based company in the Financial Services sector.
Tractiv is a software platform that provides visibility and security for market data transactions in the financial industry via an immutable distributed ledger.
Banc of California, Inc. operates as the bank holding company for the Banc of California, National Association that provides retail banking products and services in the United States. It accepts various deposit accounts, including checking and savings, money market deposit, certificate, retirement, and interest bearing demand accounts, as well as certificates of deposit. The company also offers commercial and consumer loan products comprising commercial and industrial loans, commercial real estate loans, multi-family loans, small business administration guaranteed business loans, construction and renovation loans, lease financing, one-to-four family residential mortgage loans, warehouse loans, asset or security backed loans, home equity lines of credit, consumer and business lines of credit, home equity loans, and other consumer loans. In addition, it provides cash and treasury management, card payment, remote deposit, ACH origination, and employer/employee retirement planning services. Further, the company offers mobile, online, and telephone banking services; automated bill payment services; electronic statements; safe deposit boxes; and direct deposit and wire transfers. Additionally, it manages and disposes other real estate owned properties; and provides financial advisory and asset management services. As of December 31, 2013, the company had 15 banking offices located in San Diego, Los Angeles, and Orange counties, California; and 68 producing loan production offices in California, Arizona, Oregon, Montana, Virginia, and Washington. Banc of California, Inc. was founded in 1941 and is headquartered in Irvine, California.
American business owners have outstanding vision and perseverance. To build a great company, it takes ingenuity, determination, and dedication. From hiring good people to generating new customers we understand it is tough being a small business owner. Thats why solid financial partnerships can be the difference between a growing small business, those that just tread water and those that dont make it.