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Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York`s Capital Region. Recognized as a “Best Places to Work” by the Albany Business Review seven years running, Pioneer delivers a world-class working environment for its employees and strives to inspire progress by offering new products, services, and leading technologies for its customers. Pioneer is also committed to giving back to the communities in which it serves through its charitable Foundation, which provides resources to nonprofit organizations that help improve the quality of life for children in the Capital Region.
Stowe Capital is a Auburndale, MA-based company in the Financial Services sector.
Spendvision is a San Francisco, CA-based company in the Financial Services sector.
Georgia Bank Financial Corporation is one of the leading providers in Financial Services. It is based in Salt Lake City, UT. To find more information about Georgia Bank Financial Corporation, please visit www.georgiabankandtrust.com
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.