North Bay Credit Union is a family oriented financial cooperative dedicated to providing its members financial security through high dividends on savings and low rates on loans. Financial services are designed to be responsive to member needs and are delivered in a professional, personalized, and trusting manner. On May 22, 1948, the Credit Union was licensed by the California Department of Corporations under the name Sonoma County Grange Credit Union. At the June 9, 1948 Board Meeting, the Treasurer reported that there were seven members, share balances of $40, loan balances of $0, and cash in the bank of 30 cents. The Board voted to approve the purchase of a stamp bearing the name of the credit union. By the end of the first year there were 70 members and $3,500 in assets. By the end of the second year, the credit union had caught on, and there were 136 members and $39,000 in assets. In December 1949, the 100th member joined the credit union, and the Charter List was officially closed. In February 2017, the Credit Union changed its name to North Bay Credit Union to reflect the wider scope of demographics that it served. Today, at $45,000,000 in assets and over 2,600 members, the credit union staff and directors remain as committed as ever to the personal service and sound financial decisions that these visionary individuals established.
Medical Liability Mutual Insurance Company is one of the leading companies in Financial Services industry. Medical Liability Mutual Insurance Company is based in New York, NY. You can find more information on Medical Liability Mutual Insurance Company at www.mlmic.com
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
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.
Alpha Business Loans Inc is a City Of Industry, CA-based company in the Financial Services sector.