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EE Wizard is a Wheeling, IL-based company in the Financial Services sector.
United National Bank is a Monterey Park, CA-based company in the Financial Services sector.
Fortis is a Saint Paul, MN-based company in the Financial Services sector.
Signature Estate & Investment Advisors, LLC (SEIA) is a registered investment advisory firm based in Los Angeles, founded in 1997. The firm specializes in comprehensive wealth management and financial planning, operating 23 offices across the United States. SEIA emphasizes a client-centric approach, fostering collaborative advisory partnerships to meet individual client needs. The firm offers a range of services, including customized investment management, holistic financial planning, and specialized advisory services such as pension consulting and 401(k) management. SEIA also provides access to various products, including mutual funds, 529 college savings plans, and tailored insurance solutions like life insurance and annuities. Its client base includes high-net-worth individuals, retirees, business owners, and institutional clients. SEIA has demonstrated growth through strategic acquisitions and is committed to community impact, having raised over $1 million for youth programs and charities through the SEIA Signature Fund for Giving. The firm operates as an SEC-registered adviser, with securities offered through its affiliated entity, Signature Estate Securities, LLC.
Strong Financial Performance Market-leading products and services Continued investment in our communities Unparalleled value in products, services and rates, and commitment to the well being of our membership and the communities we serve. These are the guiding principles that continue to make Pawtucket Credit Union "The smarter way to bank".