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Retirement Strategies is a Dublin, OH-based company in the Financial Services sector.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Community Federal Credit Union is a Chicago, IL-based company in the Financial Services sector.
Sound financial solutions. Unparalleled service. Ideal Credit Union is committed to quality service. We take pride in providing our members with financial solutions they can trust and take ownership for each member experience. Ideal Credit Union is a member-owned, full service financial cooperative. That means we have all the banking products and services you need at an affordable cost from debit cards to first mortgages and everything in between. We are different from a bank because as a credit union, we use our profits to pay you back as well as invest in our local communities.