| Name | Title | Contact Details |
|---|---|---|
Tobias Lee |
Chief Marketing & Business Officer | Profile |
Stuart Allan & Associates is a Tucson, AZ-based company in the Financial Services sector.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Since 1947, Northwest Federal Credit Union`s goal has been to make a positive difference in the lives of our members and the community. Our success can be attributed to the credit union philosophy of "people helping people," as well as our steadfast mission to be your lifetime financial partner. We`re proud to offer financial services for every stage of your life—from your child`s first youth savings account to financing their education; to major purchases such as cars or your home—we`re dedicated to delivering consistent service to every member, every day, every time.
Everything Displays Inc is a Astoria, NY-based company in the Financial Services sector.
Woodway Financial Advisors, A Trust Company is a Houston, TX-based company in the Financial Services sector.