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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.
Advent Capital Management is one of the leading providers in Financial Services. It is based in Portland, OR. To find more information about Advent Capital Management, please visit www.adventcap.com
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
People and money. For most of us, it`s a complicated relationship. We`re here to uncomplicate it – to help people create simpler, more meaningful relationships with their money, so that they can get where they want to go. We do that by getting to know our customers (really know them!) and their unique situations, asking honest questions, and offering advice in plain human speak. Whatever keeps people up at night - the real, impactful things in life - are what we want to help with. With industry-high customer satisfaction and employee engagement ratings every year, we`re known for our culture of caring, curiosity, and optimism. As a mutual bank owned by our customers, our sole focus is serving them. And our team never (ever) makes a commission, an approach that means customers can always trust that what we`re recommending is truly best for them. Money pulls the strings of our hopes and dreams – the big-picture stuff that`s most significant in life. We get that – and we`re honored to be a part of it. So let`s sit down, get to know each other, and chat about what you want your money to do. Meet your money at Think Bank!