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Five County Credit Union is a Bath, ME-based company in the Financial Services sector.
Building Hope is a national, non-profit, charter school facility financing organization. We help quality charter schools by providing funding and services for all aspects of facilities planning, acquisition, leasing, construction and renovation.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Founded in 2006, NMS Capital Advisors, LLC is a leading full service, global focused investment banking, securities and asset management firm headquartered in Beverly Hills, California. We provide a full array of investment banking and advisory services including debt and equity capital raising for public and private companies, mergers and acquisitions, cross-border advisory, private equity and hedge fund advisory, valuations and fairness opinions, EB-5 capital advisory, securities brokerage and other strategic advisory services. Together with our affiliated registered investment advisory firm, NMS Capital Asset Management, Inc. we offer wealth management, alternative investments, insurance and asset management services. NMS Capital Advisors is registered broker-dealer with the Securities and Exchange Commission. We are members of the following: Financial Industry Regulatory Authority (FINRA) Municipal Securities Rulemaking Board (MSRB) Securities Investors Protections Corporation (SIPC)
Westlake Securities is a middle market investment bank that provides M&A advisory, capital placement, and management consulting services to middle market companies.