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Tucker Advisors is a National Marketing Organization (NMO) and a leader in the wholesale distribution of annuities and life insurance products to top independent agents nationwide. Tucker Advisors offers the total package for any advisor looking to take their practice to the next level. In addition to working with many of the industry leaders in annuity and insurance products, Tucker Advisors offers a turn-key, managed-money platform through its subsidiary Tucker Capital Management, a Registered Investment Advisor (RIA), that provides total portfolio integration and management for advisors and their clients. The Tucker Advisors difference is that we lead by example. Every program, marketing campaign, and safe money strategy is field-tested, and refined by our in-house retail sales team (Karlan Tucker & Associates). The best practices developed in-house are then shared with Tuckers advisors nationwide, to further empower people across the country with Smarter Retirement Strategies. http://www.tuckeradvisors.com
BancVue empowers community banks and credit unions to win back market share from megabanks. Our Kasasa product strategy provides the ultimate silver bullet against megabanks: strategic co-opetition. BancVue’s complete Success Formula is a holistic approach proven to drive bottom-line results for our financial institution partners, including: substantial lifts in non-interest income and profit-per-account while attracting younger account holders with greater retention and wallet share. This Success Formula combines groundbreaking Kasasa accounts and products, scale-driven marketing, advanced online solutions, data-driven consulting, compliance, training, and ongoing support. The flagship Kasasa brand of products is a whole new approach to banking. Through the power of co-opetition, it gives community banks and credit unions marketing power that rivals the megabanks and consumer products that are superior to megabank products. It provides community financial institutions the opportunity to unite for growth while enhancing their individual brand identity. BancVue invites all credit unions and community banks to attend the monthly BTAN Executive Conference, an all-expenses-paid trip to our Austin headquarters. You’ll enjoy a deeper dive into the Kasasa Success Formula with your peers and existing BancVue clients, uncovering the proven path to your institution’s growth.
Coquina Bank is a Ormond Beach, FL-based company in the Financial Services sector.
We Partner alongside our clients in a variety of different ways. Best of all, our clients decide the level of service they need. We provide holistic Wealth Management which includes and start with Financial Planning. Topics inlcude: Investment Management Education Planning Risk Management Debt Repayment Insurance needs Income Tax Planning & Preparation Estate Planning
Fairfield Federal is a Lancaster, OH-based company in the Financial Services sector.