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Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Our purpose is to help members achieve their financial dreams by providing them with positive incentives to save and manage their money well. As a full-service financial institution, we offer members convenient account access—allowing them to control their funds in a variety of ways, including: ATMs, online banking, mobile banking, direct deposit, touch-tone teller, automatic payment options and access to a large shared branching network with more than 30,000 ATMs nationwide and 5,000 shared-branch locations. When making decisions, we put members` needs first. It`s just the way we do business as part of the "People Helping People" philosophy of credit unions.
Ascend Financial Management is a Stockton, CA-based company in the Financial Services sector.
Beyond strives to help owners of small and mid-size businesses save time and reduce costs by simplifying their complex back office operations. Our integrated suite of business tools and services includes payment processing, payroll, business capital and point-of-sale. Every client is provided with the reliable, flexible, and secure business solutions they need in a transparent manner they can trust.
Venture capital firm that supports early-stage founders building the next generation of financial services. Founder:@dkimerling Partner:@sachdevi