| Name | Title | Contact Details |
|---|---|---|
Arlene Stinson |
Vice President Information Systems and Technology Security Officer | Profile |
Sunrise Securities Corporation is a New York, NY-based company in the Financial Services sector.
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Lane Gate Advisors is a boutique investment management practice focused on certain segments of the specialty finance market. The Principals of Lane Gate have deep experience in all sides of the capital and life settlements markets, ranging from product structuring, development and marketing to raising and deploying capital. Our industry background and relationships are deep and complementary. Lane Gate works with both HNW and institutional investors to tailor investment strategies that best fit their goals.
CRW Systems is a Winnipeg, MB-based company in the Financial Services sector.
Premier Community Credit Union is a Stockton, CA-based company in the Financial Services sector.