| Name | Title | Contact Details |
|---|---|---|
Walt Carter |
Chief Digital Officer and Chief Information Officer | Profile |
Ubiquity Retirement + Savings, has helped savers contribute over $1.7 billion towards their retirement since 1999. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden-fees in the fine print. We`re here to demystify retirement, and to strip jargon out of the conversation, we`re extreme retirement enthusiasts and future-you champions. The company is headquartered in San Francisco with satellite offices from coast-to-coast.
Intelex Limited is a Greenwich, CT-based company in the Financial Services sector.
Sandia Area Federal Credit Union is the state`s fifth largest credit union with locations in Albuquerque, Rio Rancho, and Santa Fe. We are a member-owned financial co-op that is federally insured by NCUA. We extend membership to people and organizations who embrace the values of Permaculture, or live, work, worship, volunteer, or attend school in the city of Rio Rancho, or Bernalillo, Cibola, Torrance, or Valencia county. Our members have access to nearly 30,000 free ATMs nationwide, state-of-the-art Mobile and Online Banking, and protection when using debit cards through EMV chip technology.
FundQuest Incorporated is the Investment Advisor for the ActivePassive Funds. FundQuest is a leading global provider of wealth management solutions for financial institutions and advisory firms. FundQuest designs, implements and operates investment
Your financial security begins at home. Whether you’re buying your first home, your tenth home, or considering a refinance, we are here to make it easy.