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First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
California Financial Advisors is a trusted and valuable resource for our clients: We are independent of any specific proprietary brand, which affords us an unbiased point of view with regard to investment products, Our innovative approach to investing
MGBD is a New York, NY-based company in the Financial Services sector.
Headquartered in Wichita, Kansas, Credit Union of America was officially chartered on March 6, 1935 as the “Wichita City Teachers Credit Union”. In 1974 our name was changed to Credit Union of America and our membership was opened from serving only educators to being able to serve residents and workers in a multi-county Kansas area. Like other credit unions, CUA is a financial cooperative where members own a share of the organization and have a vote in the appointment of our volunteer Board of Directors and Supervisory committee. This structure of membership allows our account owners to be more involved in the direction and leadership of CUA. Unlike a bank, where dividends are paid only to the stockholders, CUA`s dividends are paid back to the entire membership in the form of lower loan rates and higher dividend rates on deposit accounts. To utilize CUA services, a share/savings account is required, with a minimum balance of $25 for adult accounts. CUA still focuses on serving educators in numerous school districts: Wichita, Derby, Haysville, Andover, Anthony-Harper, Maize, Goddard, Great Bend, and Salina just to name a few. And with that focus we have special programs for educators including guaranteed teacher loans and classroom grants. We also focus on healthcare workers, specifically serving employees of the Via Christi Health System and Central Kansas Medical Center, among others. Our healthcare specific services include continuing education scholarships and guaranteed healthcare worker loans. No matter where you work, we`re certain to have affordable financial services to help you meet your goals and budget.