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Cy-Fair FCU has evolved from a handful of employees with a few dollars to a major financial institution serving more than 20,000 members. The most important things have remained the same: visionary, stable leadership you can trust; a personal commitment to each member`s financial wellbeing; and an unwavering sense of responsibility to strengthen our schools, neighborhoods, and community. For 58 years, Cy-Fair has walked with their members through key life events, and helping them unlock their needs today and their hopes for tomorrow.
United Capital Partners provides commercial financial services, and has distinguished itself as a global leader in growth capital facilities, structured finance solutions, asset based equipment lending, venture leasing, and small to mid-ticket leasing solutions.
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
The Retirement Group is a San Diego, CA-based company in the Financial Services sector.
Schmitz, Corrigan, Krause & Co. is a Westlake, OH-based company in the Financial Services sector.