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King's Crossing Capital, Inc. is a Toronto, ON-based company in the Financial Services sector.
We believe people come first. As a not-for-profit credit union, we were founded to serve the financial interests of people in our communities. Our members entrust us with their financial health, and we don`t take that role lightly. From our team members in 36 branches, to those who answer member questions on the phone, to those who work behind the scenes to support our products and services, we are One Patelco team.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Allied Business Services is a Zeeland, MI-based company in the Financial Services sector.
Introducing the most dynamic change to healthcare philanthropy since the birth of the internet.