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Common Wealth Charlotte is a non-profit organization that provides financial empowerment to economically vulnerable families in Charlotte through financial education, access to banking, and 0% interest loans.
We serve financial professionals aspiring to create and grow profitable businesses by providing them industry leading tools, training and support to meet the needs of their clients. We stand for doing what`s right by the client as well as what`s right by the financial professional through a comprehensive, consultative approach. Acting with integrity, we help financial professionals see beyond now, not only helping families create a roadmap through retirement, but also creating a lifestyle for themselves that allows them to pursue their goals and dreams.
Gittleman is a Clifton, NJ-based company in the Financial Services sector.
Falcon Financial Management is a Gainesville, FL-based company in the Financial Services sector.
Lake Trust Credit Union, as Michigan’s fourth largest credit union and headquartered in Lansing, stretches from Lake Michigan to Lake Huron and Lake Erie. More than $1.6 billion in assets and 21 branches strong, Lake Trust provides its almost 158,000 members best-in-class products and offers individualized, trust-based member service. Membership is open to anyone within its 35-county service area.