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Credit Union Advantage is a Grosse Pointe Woods, MI-based company in the Financial Services sector.
Sionic is a global consulting firm specialising in financial services. Our purpose is to accelerate the business, technology and people performance of our clients and to have a positive impact on our society. We are expert-led specialists across banking, asset and investment management, financial markets infrastructure, wealth management, insurance and reinsurance. We offer multi-disciplinary, multi-capability expertise across six core areas: business strategy, operational excellence and improvement, technology transformation and digitisation, international regulatory compliance, risk, finance and control, leadership, talent and cultural transformation. Our main offices are in New Jersey, Toronto and London and we have 300+ staff based across North America, Europe and Asia. We offer a unique blend of subject matter expertise, senior industry experience and specialism in transformation and change with a commitment to deliver measurable value. We are straight-forward, adaptable and outcomes-focused. We build affinity, work with integrity and we always do what is right for our clients. As a global team, we are dedicated to building a culture of diverse perspectives and talents to support individual growth and superior business results. We strive to cultivate a dynamic, diverse and inclusive workplace where all employees feel engaged, valued and that they belong. Our global Charter summarises our commitment to diversity and inclusion and we are committed to living our corporate values of leadership, teamwork and expertise.
Lang Financial Group is a Cincinnati, OH-based company in the Financial Services sector.
Blue Tax is a Los Angeles, CA-based company in the Financial Services sector.
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”