| Name | Title | Contact Details |
|---|---|---|
Chad Quarles |
Assistant Vice President, Information Security | Profile |
America`s First is a full-service financial institution with over $1.5 billion in assets and 19 branch locations across the Birmingham-Metro and Mobile, Alabama areas. As one of the strongest credit unions in the United States, we are committed to providing the most cost effective and convenient financial services for our members. Every member of America`s First owns a share of the credit union and is required to maintain a $5 balance in a Share Savings Account. America`s First accounts are federally insured up to $250,000 by the National Credit Union Administration (NCUA) and supplemental share insurance of up to $250,000 is provided by Excess Share Insurance (ESI).
Systematic Financial Management, L.P. is one of the leading providers in Financial Services. It is based in San Francisco, CA. To find more information about Systematic Financial Management, L.P., please visit www.sfmlp.com
Discover how much your options are worth and what to do with them.
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.