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Founded in 1934 as San Diego Metropolitan Credit Union (SDMCU) to serve City employees, and re-established in 2018 as Wheelhouse Credit Union to serve all of San Diego, we have deep roots in the community and are committed to helping our Members and our beautiful City thrive. Our new brand is a reflection of our laid-back and inclusive culture, as well as our expertise and strength in financial services. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives. We help San Diegans achieve their financial goals through high-yield deposit accounts, low-rate loans, investment services, financial education and more. We serve our City and local communities as San Diego`s #1 Solar Financing Lender, through scholarship opportunities, Green initiatives, volunteering and more. Wheelhouse Credit Union is San Diego Made, and Proud.
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Viking Bank is a leading provider of financing and banking services to the commercial fishing industry. With local expertise, we have remained the one constant in an ever-changing banking environment. Viking also provides comprehensive maritime trust
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