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America First Credit Union was founded at Fort Douglas in Salt Lake City on March 16, 1939 by a small group of people determined to form their own cooperative to promote their collective economic well-being. In a 78-year history, America First has become one of the largest, most stable and most progressive credit unions in the country, and has remained a member-owned, not-for-profit cooperative financial institution. Today, America First has 122 locations, and is the 11th largest credit union in assets in the United States with over $8.2 billion, and the 7th largest credit union in membership in America with more than 824,000 members.
Heath XS is a Basking Ridge, NJ-based company in the Financial Services sector.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
The Dana Company is one of the leading providers in Financial Services. It is based in Winter Park, FL. To find more information about The Dana Company, please visit www.thedanaco.com