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Community Vision, formerly the Northern California Community Loan Fund, provides nonprofits & enterprises with strategic investment & guidance to deepen work, scale impact, & strengthen our communities.
DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients` Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Provide Straightforward Advice Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
Watertown Savings Bank is one of the leading providers in Financial Services. It is based in Montvale, NJ. To find more information about Watertown Savings Bank, please visit www.watertownsavings.com
Diamond Retirement Planning is a Winnipeg, MB-based company in the Financial Services sector.
The Finance Authority of Maine (FAME) is a quasi-independent state agency that provides innovative solutions to help Maine people and businesses pursue educational and business opportunities.