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As a CUSO, CU Capital Market Solutions, LLC (CMS) provides balance sheet advisory services that are designed to maximize the earnings of our credit union clients. Services include asset/liability and risk management tools, funding/deposit programs, strategic asset solutions and loan participation services. Focusing exclusively on credit unions, CMS has a thorough understanding of our clients` needs, risks and the regulatory structure under which they operate. CMS is a registered investment advisor.
Mize Houser & Company P.A. is a regional accounting and information technology firm, founded in 1956. As one of the Top 200 firms in the nation, we pride ourselves on the relationships we have developed with our clients over the years and the high level of services that we provide to them. We provide the services you would expect from a traditional accounting firm (i.e. tax, audit, review, consulting, etc.) – and we also provide more hands-on assistance to our clients with monthly accounting, payroll and bill payment services. Our clients are in a variety of industries with a concentration in quick service restaurants, auto dealerships, cities and school districts, construction, manufacturing, hospitality and not-for-profits.
Companies focused on growth have sought the help of Insero & Co. for more than 35 years. During that time they have consistently experienced the peace of mind that comes from knowing their CPA firm takes the concept of integrity seriously. This commitment to quiet integrity means you won`t see a lot of flashy billboards or stadium advertisements for our firm, but you will see the face of your client service partner regularly - not just during tax time. That`s one of the differences you`ll experience with Insero. Our firm invests heavily in client service - defining it, articulating what it means, and conducting training with everyone in the firm on how to deliver it. All this is to ensure every person in our firm understands what it means to deliver on our promise of The Highest Standard.
Total Asset Planning is a Cincinnati, OH-based company in the Financial Services sector.
Virginia Educators Credit Union is a Newport News, VA-based company in the Financial Services sector.