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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.
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors` operations through comprehensive custodial, operational, and trading support.
Community Service Credit Union is a Huntsville, TX-based company in the Financial Services sector.
Wolfe Research, LLC, is a premier research boutique and affiliated broker dealer with a commitment to best-in-class products and ongoing strategic growth. Our 7 Senior equity research analysts are each well distinguished and highly ranked and produce research that we believe is the most objective and distinguished in their sectors. We deliver our services with care and specificity to each of our institutional clients. We do not try to be all things to all clients, but we do aim to be the best at everything we do. The company currently boasts seven highly ranked and differentiated analysts who collectively cover the following sectors: Accounting & Tax Policy, Airfreight & Surface Transportation, Airlines, Aerospace & Defense, Truck Manufacturing, Electric Utilities, Oil & Gas, Portfolio Strategy, Quantitative Analysis, and Retail Broadlines, Hardlines, Food & Drug and Healthy Lifestyles. We are a leader in each of these areas and constantly seek to add coverage of new sectors as we expand our research product with the brightest and most energetic talent. Our sales, broker-dealer, operations and compliance departments are unparalleled in depth and experience for a firm of our size, and we view excellence in these functions as essential for our continued success. In all its endeavors, Wolfe Research strives for excellence and continuously works to distinguish itself from other Wall Street companies by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. It is our mission to provide PMs, generalists, economists, and analysts alike with offerings that are dynamic, forward-looking, and uniquely valuable. Wolfe Research was founded in April 2008 by Edward Wolfe and is based in New York, New York.
As a true community bank, Rocky Mountain Bank and its people are actively involved in the places where we do business. We are dedicated to our customers, our communities and our employees.