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LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients` best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.
AuditOne is a San Jose, CA-based company in the Financial Services sector.
Main Highlands Federal Credit Union is a Dexter, ME-based company in the Financial Services sector.
Yiled X empowers financial services firms to expand their fixed income product offerings, broaden their customer base, drive revenue and improve investor outcomes through our AI-driven technology.
TEXAR Federal Credit Union is a “community first” credit union, serving our members in and around the Texarkana area since 1951. Employing almost 90 employees, TEXAR includes one main branch and five branch offices in its service area. All citizens of Cass, Bowie, and Miller Counties and most citizens of Red River and Lamar Counties are eligible for membership.