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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Franklin-Somerset Federal Credit Union is a Farmington, ME-based company in the Financial Services sector.
Cambridge Brokerage Group is a Nanuet, NY-based company in the Financial Services sector.
Nelson and Nelson is a Belleville, IL-based company in the Financial Services sector.
At Visions Federal Credit Union, we believe in "People Helping People." We operate as a not-for-profit financial institution, completely owned by its members and organized for the economic benefit of our communities and our members. Our staff, managers, directors, and supervisory committee are dedicated to offering you the best professional assistance. We`re your neighbors -- we want to help you succeed. To do that, we offer you the highest level of service and the most efficient products through our innovative Personal Service Plus quality initiative program. Our success since 1966 is because our staff is committed to creating a service experience for our members -- for you. Your business is important to us and greatly appreciated. Our long-term success rests with providing you with the best possible service in every interaction. Visions offers you the latest technological advances to meet your needs: online transactions, with account aggregation, electronic bill payment, check images, and wireless access -- to name a few. We want to work at your convenience, day or night, in our branch, on your computer, or your wireless device.