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Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Hawaiian Tel Federal Credit Union is a Honolulu, HI-based company in the Financial Services sector.
Founders Bank and Trust is one of the leading companies in Financial Services industry. Founders Bank and Trust is based in Grand Rapids, MI. You can find more information on Founders Bank and Trust at www.foundersbt.com
If you designed your dream bank, it would probably be large enough to serve you well and small enough to know your name. It would offer better-than-average rates on deposits and loans, and the fees would be as low and as few as possible. Your bank would be locally run, financially sound, focused on your needs, and driven by service, not profit. It wouldn`t be here today and gone tomorrow. It would contribute to your community and support organizations that make Vermont special. And while you`re at it, you might as well make yourself a part-owner. Ready to see your dream come true? Then maybe what you`re looking for isn`t a bank, but a credit union. Open your NorthCountry account today and experience the difference! We`re open to anyone who lives works, studies or worships in northern Vermont (Addison, Caledonia, Chittenden, Essex, Franklin, Grand Isle, Lamoille, Orange, Orleans and Washington Counties). We have twelve conveniently located branches in: Alburgh, Barre, Berlin, Burlington, Colchester, East Montpelier, Lyndonville, Montpelier, Morrisville, Newport, Orleans, and South Burlington.
Capitol Hill Group, About Us, Investment Group