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iQ Credit Union has provided members with intelligent financial services that deliver unbeatable value since 1940. The Credit Union helps consumers and business members make smarter banking decisions to maximize their finances and enjoy life`s journey. The credit union is a member of the CO-OP Network giving members access to over 30,000 ATMs nationwide for free. Insured by NCUA and Equal Housing Opportunity. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. iQ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at iQ Credit Union are licensed to transact securities business in OR and WA.
Loan Options Network is a Lake Forest, CA-based company in the Financial Services sector.
On Tap Credit Union is a Colorado credit union providing a wide variety of personal and business financial services to its member-owners.
CornerStone Title Company is a Greenbrae, CA-based company in the Financial Services sector.
DHJJ Financial Advisors is a registered investment advisory firm that has been providing investment management and financial planning services to our clients since 1988. We are a highly committed, professional organization of investment advisers registered with the Securities and Exchange Commission. Not only are all of our investment advisers licensed as Certified Financial Planners™, but they are also Certified Public Accountants, which enables them to overlap their expertise in investment management, financial planning, and income tax law to provide their clients with unique solutions to their financial challenges. At DHJJ Financial Advisors, we truly enjoy helping our clients achieve their personal and financial goals. Our approach to financial planning is based on providing a full-service program that integrates investment management with income tax planning, resulting in a holistic strategy to help our clients maximize their financial success.