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At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
FIRST LOOK HAS REDEFINED WHAT AN AMC SHOULD BE. Typical appraisal management companies use flawed processes and ineffective technology resulting in mediocre performance. With reactive v. proactive service cultures , inconsistent turn-times, unacceptable appraisal revision ratios, and “lowest fee first” appraiser selection criteria, most Lenders experience continuous frustration and inconsistencies with their AMCs. Until Now. Our leadership team possesses over a combined 100 years of experience in leading retail and wholesale lending platforms, as well as AMC management. We know the problems and frustrations. We lived them.
Embed Financial Technologies Inc. is the parent company to Embed Clearing LLC (Member FINRA/SIPC).
Troop is a fintech platform that connects activist hedge funds, shareholder advocacy groups, and retail investors to advance shareholder resolutions targeting publicly traded companies.
village trust mrtg and fincl services is a Saint Paul, MN-based company in the Financial Services sector.