At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
MAXEX is a financial services technology company that has developed a multi-seller to multi-buyer residential mortgage exchange for the benefit of the tens of thousands of institutions nationwide that buy and sell residential mortgage loans in today`s $1.6 trillion per annum secondary mortgage market. The U.S. mortgage market is the second largest debt market in the world behind the U.S. Treasury market, yet mortgage loans have never been successfully put on a centralized exchange due to their complexities. MAXEX`s technology and unique program structure combine to address the issues that have stymied the modernization of this large market and enable buyers and sellers of residential mortgage loans to operate more efficiently, transact with more confidence, and scale like never before.
Brotherhood Mutual Insurance Company is one of the leading providers in Financial Services. It is based in Concord, NC. To find more information about Brotherhood Mutual Insurance Company, please visit www.brotherhoodmutual.com
TRAPEZE ASSET MANAGEMENT, INC. is a Toronto, ON-based company in the Financial Services sector.
Sherwin Williams Employees Credit Union is a South Holland, IL-based company in the Financial Services sector.