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LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients` best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.
While promoting the credit union philosophy, LAFCU is committed to providing financial services for the changing needs of its members and helping them obtain personal financial security.
Center of Hope Inc is a Center Conway, NH-based company in the Financial Services sector.
Wells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States.
San Mateo Credit Union believes that an educated consumer makes wiser financial choices. Because we recognize the importance of financial education as a way to help our member-owners attain their financial goals, we practice a strong dedication to