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Ehlert Financial Group is a Vernon Hills, IL-based company in the Financial Services sector.
Cal State L.A. Federal credit union is a Los Angeles, CA-based company in the Financial Services sector.
OSU Federal Credit Union is a Corvallis, OR-based company in the Financial Services sector.
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With offices in over 50 countries worldwide and 12,000 employees upon the close of announced acquisitions, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies. Apex Group includes FundRock, LRI and European Depositary Bank.
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.