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In the race to sameness, the financial services industry is attempting to fit advisors and their clients into an increasingly limited set of solutions. Conversely, Regal does not subscribe to a one size fits all approach as each advisors business, and their clients financial needs and circumstances, are unique and deserve the appropriate attention. Regal provides an Open Solution Partnership with our advisors to help them serve their clients without quotas, mandates, or grid compression. We proudly support advisory, brokerage and hybrid business models to help advisors serve clients best interest and we offer affiliation for Independent Advisors, Employee Advisors, and full Enterprise Solutions. Regal Securities is an independent Broker/Dealer and wealth management firm entrusted by our clients to help them navigate their financial and family journey. Regal provides brokerage and advisory solutions (through Regal Advisory Services, Inc.) created to strengthen and accelerate our advisors business success. Personalization and creative thinking are the foundation for our concierge service & transition team. Regal places the client and their advisor center stage to empower a life of purpose and abundance. Looking for a white glove service model and the family culture? Please contact us to start a conversation that can lead to the next step of your life and business journey of empowerment. Regal provides full service custody functions, state-of-the-art technology and execution capabilities in all major markets for Registered Representatives, Broker-Dealers, Registered Investment Advisor firms and Independent Investment Advisor Representatives through Regal Advisory Services, Inc., a Regal affiliated firm.
National Cooperative Bank is the only bank in the United States dedicated to delivering nationwide banking products and solutions to cooperatives and other member-owned organizations throughout the country. Serving both rural and urban neighborhoods, NCB is a leader in supplying grocery, health care, education and housing solutions to the nations communities that are most in need. What makes NCB unique is that the bank was created to address the financial needs of an underserved market niche – people who join together cooperatively to meet personal, social or business needs, especially in low-income communities.
CU Direct Connect is a Denver, CO-based company in the Financial Services sector.
easter enterprises inc is a Spencer, IA-based company in the Financial Services sector.
Founded in 1940, Generations has a rich history of serving the City of San Antonio, San Antonio Fire Department, and San Antonio Police Department employees and their families. Generations Federal Credit Union is now the fifth largest credit union in San Antonio with more than 46,000 members and $403 million in assets. Anyone who lives, works, worships, volunteers or attends school in Bexar County, as well as family of current members, are eligible for membership. Additionally, companies of all sizes can join Generations for their business banking needs; and can offer Generations membership as a benefit to their staff. Many banks and credit unions merely provide banking services. We treat each transaction in the context of the financial life cycle of the member and his or her goals. We see members as relationships that last a lifetime, not as transactions that come and go. That’s a big reason why we’ve been recognized for innovative, award-winning services that reach out to the underserved and unbanked within our community, while actively engaging in numerous community initiatives to help all members reach their financial goals.