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Coconino Federal Credit Union is a Flagstaff, AZ-based company in the Financial Services sector.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Earnest is a technology enabled lender that evaluates a persons full education, employment, and financial profile. By looking beyond a simple credit score we can reward financially responsible people with better rates than traditional lenders, on personal loans and student loan refinancing. In addition, we have created an online dashboard that gives clients the tools to easily customize their loan payments. Earnest does not charge origination or prepayment fees.
Founded in 1999 by Stefan Lucht & Roland Probst as a way to offer solutions as the finance industry evolved, LPA was built on the needs of its clients. And as those needs have grown, so has LPA, becoming one of the world`s leading creators of award-winning software and consulting for the capital markets. Today the company has over 400 employees in 12 cities worldwide, delivering cutting-edge consulting through its specialist teams and technology through Capmatix, a software framework to automate workflows and documentation for OTC derivatives, structured products, complex contracts and asset management. Motive Partners, a leading specialist financial technology investment firm, has been partnered with and invested in LPA since November 2018. Defy the processes of the past. Deploy innovation in a way that suits you. Run to the forefront of global innovation. Vision The digital age has enabled technology to be more than just a financial tool. Technology has become an industry in itself. Instead of simply digitalizing workflows, LPA`s vision is to transform the way financial markets worldwide work. Mission LPA offers unmatched services across banking, asset management and insurance with a focus on industry, coverage of front-to-back value chain and flexibility. We offset our clients` workload by synergizing software, automation and emerging technology, providing a dynamic and innovative financial services ecosystem.
Company NMLS# 65084 State Licenses Alabama #20906; Colorado #65084; Florida #MLD44; Indiana DFI #22271; Kentucky #MC82973; Louisiana #65084; Mississippi #65084; Michigan FL0019233; North Carolina L-156031; Ohio OMBA #MB804130.000 OM...