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Advia Credit Union

Advia Credit Unions mission is to provide financial advantages. We look to proactively seek the quickest and easiest solutions available for members to maximize the financial value provided to them. Our name means something – we provide advice, we are member advocates, and we offer advantages. We do this via innovative financial solutions. Advia Credit Union became official on January 1, 2014, but our story began long before that. Advia Credit Union is the result of a powerful partnership between two very healthy and thriving credit unions - formerly First Community Federal Credit Union (originated in 1938) and E & A Credit Union (originated in 1935). Headquartered in Kalamazoo, Michigan, our 28 full-service branch locations and over 35,000 CO-OP and Alliance One fee-free ATM & Video Teller Machines keep growing. Advia offers easy-access financial solutions to to anyone who resides, works, worships, or attends school within the lower peninsula of Michigan as well as a growing number of counties in Wisconsin (Dane, Green, Jefferson, Kenosha, Milwaukee, Racine, Rock, Walworth, and Waukesha) and Illinois (Boone, Cook, DuPage, Kane, Lake, McHenry, and Winnebago). Our credit union is chartered by the state of Michigan. Living to Advia Credit Unions core values has helped to position us within the top 3% of credit unions nationally in terms of financial soundness and asset size. Now serving over 200,000 members with assets over $2 Billion, we are poised to bring even better advantages to our communities and members. Experience the advantage via innovative financial solutions. Advia is an Equal Opportunity Lender. Federally Insured by NCUA. Core Values: Act with Integrity - Drive Progress - Build & Strengthen Relationships - Keep People at the Core

T Palmer Agency

We believe that every brand has a unique story waiting to be told. Founded with a strong commitment to diversity and guided by a dynamic women-led culture, T Palmer Agency is here as your partner to help you build and tell your story. Bringing creativity and innovation to the forefront, we go beyond traditional brand and event strategy to streamline and create impactful messaging, and relationships and curate experiences that leave a lasting imprint. New York & Las Vegas.

Safety National

Safety National is a prominent specialty insurance and reinsurance provider with over 80 years of experience. As a wholly-owned subsidiary of Tokio Marine Holdings, Inc., it benefits from the strength of one of the worlds top insurance groups. The company focuses on building strong relationships and providing long-term solutions for its customers. Safety National specializes in long-term insurance and reinsurance solutions, particularly in managing high-exposure claims. It offers MAP Client Services®, a suite of online risk control resources designed to help policyholders improve their safety and compliance programs. The company is highly rated by major financial agencies, holding an A++ rating from A.M. Best and an A+ rating from Standard & Poor’s. The corporate culture at Safety National emphasizes diversity, equity, and inclusion, aiming to reflect the communities it serves. The company is committed to corporate social responsibility through sustainability practices and charitable efforts. Safety National actively seeks talented individuals who share its dedication to excellence and growth.

Nexxess International

Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.

Grassi

Grassi was founded in 1980 by Louis C. Grassi, with only an empty filing cabinet and a desk. Since then, Grassi has grown to become one of the nations largest accounting firms with more than 360 employees and nine office locations in the U.S. and Italy. Our team of experienced CPAs, CFOs, business consultants, forensic accountants, valuation experts, trust and estate specialists and tax advisors offer strategic advice and customized solutions to overcome all obstacles standing in the way of your greatest success. We do this through our commitment to add Strength in Certainty to every business decision and financial move you make.