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CoastHills is a not-for-profit credit union currently serving more than 58,000 members in Ventura, Santa Barbara, San Luis Obispo, Monterey and Santa Cruz counties. It has 11 branches and a full service call center. With assets of more than $835 million, CoastHills is one of the largest independently owned financial institutions on the Central Coast.
C E S Credit Union is a Mount Vernon, OH-based company in the Financial Services sector.
Kemp Williams Steverson is a Meridian, MS-based company in the Financial Services sector.
Schnitman Group is a Plano, TX-based company in the Financial Services sector.
Custodial and Clearing Services offered through Raymond James. Advisory Services offered through InVest Capital Partners, LLC.