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Parsonex is a network of affiliates that offer families retirement planning, insurance, and investments. Through our network of advisors our goal is to develop lifetime client relationships that help you confidently get to retirement, and perhaps more importantly, through retirement. Parsonex Securities, Inc. is an independent broker/dealer that specializes in retirement planning and offers a wide variety of products and services including mutual funds, variable annuities and 529 plans. Parsonex Advisory Services, Inc is an SEC Registered Investment Adviser that specializes in wealth management and planning services. Parsonex Insurance Agency, Inc. is an independent insurance agency that offers term life insurance and long-term care through a variety of carriers and partnerships.
axis financial is a Seattle, WA-based company in the Financial Services sector.
Cal Poly Federal Credit Union is a Pomona, CA-based company in the Financial Services sector.
The Guaranteed Rate Companies includes Guaranteed Rate, Inc., one of the top 5 retail mortgage lenders in the United States, Guaranteed Rate Affinity, LLC, and Proper Rate, LLC. Headquartered in Chicago, Guaranteed Rate Companies combined funded over $73 billion in 2020 and have more than 10,000 employees in over 850 offices across the United States. Founded in 2000 and located in all 50 states and Washington, D.C., Guaranteed Rate has helped homeowners nationwide with home purchase loans and refinances. The company has established itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. In 2017, the company launched Guaranteed Rate Affinity, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and Realogy Holdings Corp. (NYSE: RLGY), a global leader in residential real estate franchising and brokerage. In 2020, the company launched Proper Rate, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and @properties, one of the nation`s largest residential brokerage firms. Collectively, the Guaranteed Rate Companies have earned numerous honors and awards including: Forbes Advisor`s Top 10 Mortgage Lenders for 2021; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; 2018 Top Lender for Online Service by U.S. News & World Report; HousingWire`s 2020 Tech100 award for the company`s industry-leading FlashCloseSM technology; No. 3 ranking in Scotsman Guide`s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine`s Lender of the Year for six consecutive years; and Chicago Tribune`s Top Workplaces list for seven consecutive years.