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President, Sales Lady Extraordinaire
America`s First is a full-service financial institution with over $1.5 billion in assets and 19 branch locations across the Birmingham-Metro and Mobile, Alabama areas. As one of the strongest credit unions in the United States, we are committed to providing the most cost effective and convenient financial services for our members. Every member of America`s First owns a share of the credit union and is required to maintain a $5 balance in a Share Savings Account. America`s First accounts are federally insured up to $250,000 by the National Credit Union Administration (NCUA) and supplemental share insurance of up to $250,000 is provided by Excess Share Insurance (ESI).
NorWest Co-op Community Health focuses on engaging our community in co-operative health and wellness. As the only healthcare co-operative in Manitoba, NorWest Co-op Community Health is committed to working with the individuals who access our programs and services, our neighbours, other healthcare providers and our partners to offer a variety of programs and services.
America's Credit Union is one of the leading companies in the Financial Services sector.
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”