| Name | Title | Contact Details |
|---|---|---|
Stephanie Smith |
Compliance Director | Profile |
We provide strategic tax planning services that help Entrepreneurs and Small to Medium Sized Business Owners lower their personal taxes, increase their profits, and attain greater wealth.
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
Foro is a business lending marketplace that connects growing companies seeking commercial loans of $250K+ with the right financial institutions. Their platform removes unnecessary complexities and helps businesses compare and select from leading financ...
MILL CITIES COMMUNITY INVESTMENTS Small Business Capital Products Community Business Loans Residential Loans Training & Technical Assistance About Us News & Events More Growing Assets and Wealth through Community Investments Mill Cities Community Inves...
Purdue Employees Federal Credit Union is a West Lafayette, IN-based company in the Financial Services sector.