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Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Founded in 2007, RoundPoint is a fully-licensed agency and non-agency subservicer for commercial banks, credit unions, mortgage companies and hedge funds. The Charlotte, NC-based company currently services over $75 billion worth of mortgage assets, which are comprised of its own assets and loans subserviced for many other investor types nationwide. RoundPoint is licensed to service loans in all fifty states, the District of Columbia, and the U.S Virgin Islands and is publicly rated by Fitch Ratings (RPS3+, RSS3+), Standard & Poors (Average) and Kroll Bond Rating Agency (BB). RoundPoint is a seller and servicer for Fannie Mae and Freddie Mac. It is an approved single family Issuer and servicer for Ginnie Mae, and maintains current MBS issuer eligibility. RoundPoint is also an approved servicer for the U.S. Department of Housing and Urban Development, the U.S. Department of Veterans Affairs and the U.S. Department of Agriculture. In addition to servicing loans guaranteed by Fannie Mae, RoundPoint services for third parties and has an extensive portfolio of loans involved in FDIC structured and shared loss transactions.
Moonfare. Investing is legacy. Moonfare is a digital platform leading a new era of private equity investing. We enable the world`s most engaged investor community to access expert knowledge and bite-sized, private equity investments. We exist to inspire better investments and open the door to higher returns for more people. Accredited investors can easily sign up to our platform to access top-tier investment opportunities, expert knowledge, curation and higher returns at lower entry points. For us, service is key. Our team of industry insiders makes sure that we meet every investor with a commitment to knowledge sharing, transparency and ease of investing. With teams in Berlin, New York, Hong Kong, London, Singapore, Luxembourg, Paris and Zurich, we are trusted by thousands of investors worldwide and currently have over €2 billion in assets under management.
Nashville Credit Union is a Nashville, GA-based company in the Financial Services sector.
Calcite Credit Union is a Rogers City, MI-based company in the Financial Services sector.