| Name | Title | Contact Details |
|---|
We believe that all investors should know how their portfolios are performing at any given time and we also understand that your investment objectives may change over time. AE Wealth Management delivers: A focus on managing risk and volatility across a lifetime of retirement. Our portfolio managers aren`t swinging for the fences at every at-bat. Instead, they focus on hitting singles and doubles, and consistently getting on base to help you pursue your retirement goals and make it across the plate. Constant due diligence. Through our strategic alliances, we`re able to bring you money management that includes rigorous vetting and monitoring of money managers to help ensure those who manage your money are staying true to the investment discipline you`ve hired them for. A holistic approach. Our integrated dashboard gives you, and your financial advisor, a view of your entire financial universe in one place. Whether its investments, insurance, 401(k)s, pensions or IRAs, all of your financial holdings are available to you through the AE Wealth Management dashboard, giving you a 360 degree view of your finances and simplifying financial decisions. Cutting edge technology. From interactive risk tolerance assessments to integrated financial dashboards and online goal tracking, we use the best technology has to offer to make it easy for you and your financial advisor to make informed decisions aligned with your financial goals and risk tolerance. By offering transparency in everything we do and explaining things in language our investors understand, we work to help our financial advisors serve investors like you more efficiently and effectively. Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.
Remember when a business deal was sealed with a handshake? We sure do. That`s how we made loans in 1950, when Ventura County Credit Union was granted a charter. It all started when ten county employees pooled their resources to fund the Credit Union. Operating out of the County Courthouse under a stairwell, a part-time volunteer with a cash drawer helped fellow employees with their financial needs. Back then, the philosophy was simple: people helping people. It`s a philosophy that is still embraced today and has helped VCCU grow to more than $800 million in assets and more than 80,000 members and we`re still growing! Credit unions, unlike banks, are not-for-profit financial cooperatives. Their purpose is to provide the best possible service to their members, including members of modest means. Instead of creating profit for a small group of stockholders, credit union earnings are returned to members in the form of consistently lower loan rates, higher interest on deposits, lower fees and more state-of-the-art services like online bill payment and mobile banking. Branches in Ventura, Camarillo, Thousand Oaks, Simi Valley, Oxnard, Port Hueneme, Moorpark and Riverpark in Oxnard.
Resource One Credit Union is a Dallas, TX-based company in the Financial Services sector.
De Prince Race is a Winter Park, FL-based company in the Financial Services sector.
Sierra Point Credit Union is a South San Francisco, CA-based company in the Financial Services sector.