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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Lake Trust Credit Union, as Michigan’s fourth largest credit union and headquartered in Lansing, stretches from Lake Michigan to Lake Huron and Lake Erie. More than $1.6 billion in assets and 21 branches strong, Lake Trust provides its almost 158,000 members best-in-class products and offers individualized, trust-based member service. Membership is open to anyone within its 35-county service area.
A multi-strategy approach to trading across a diversified blend of more than 50 futures markets. The strategies rely upon multiple market inputs (price, volume, open interest) and technical indicators (momentum, volatility, correlation) to identify directional trading opportunities across a broad spectrum of time frames, including short-term, intermediate-term and long-term.
Velox Clearing is a registered (FINRA/SIPC/DTCC) broker dealer that provides Correspondent Clearing for broker dealers and Prime Brokerage Services for institutional managers.
Sun West Mortgage Co Inc is a Cerritos, CA-based company in the Financial Services sector.