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SagePoint Financial, Inc. is one of the nation`s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry`s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
At Visions Federal Credit Union, we believe in "People Helping People." We operate as a not-for-profit financial institution, completely owned by its members and organized for the economic benefit of our communities and our members. Our staff, managers, directors, and supervisory committee are dedicated to offering you the best professional assistance. We`re your neighbors -- we want to help you succeed. To do that, we offer you the highest level of service and the most efficient products through our innovative Personal Service Plus quality initiative program. Our success since 1966 is because our staff is committed to creating a service experience for our members -- for you. Your business is important to us and greatly appreciated. Our long-term success rests with providing you with the best possible service in every interaction. Visions offers you the latest technological advances to meet your needs: online transactions, with account aggregation, electronic bill payment, check images, and wireless access -- to name a few. We want to work at your convenience, day or night, in our branch, on your computer, or your wireless device.
Industrial Alliance is a Canadian insurance company with a diversified business ranging from wealth management to group pensions.
PCM Employees Credit Union is a Green Bay, WI-based company in the Financial Services sector.
Great Northwest Federal Credit Union is a Aberdeen, WA-based company in the Financial Services sector.