| Name | Title | Contact Details |
|---|---|---|
Sarah Crabtree |
Associate General Counsel | Profile |
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
FMFCU currently has over $900 million in assets and has been providing financial products and services to residents and organizations throughout the Delaware Valley and beyond since 1970. The Credit Union has over 80,000 members, 2,000 plus partnering organizations (including Main Line Health System, Crozer-Keystone Health System, QVC, Harrah`s Casino & Racetrack, Aqua America, County of Delaware, many School Districts and a host of other member and employee groups), 40 branches (including some branches with extended and Saturday hours), ATM access at nearly 30,000 surcharge-free machines through the national CO-OP ATM Network (including 9,000 deposit taking machines) and 24/7 access to member accounts.
Home Mortgage Resources is a Meridian, ID-based company in the Financial Services sector.
Rfr Holding is a New York, NY-based company in the Financial Services sector.