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First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
NextGear Capital is a Carmel, IN-based company in the Financial Services sector.
Purpose Financial is an independent company that`s creating the future of financial services. Our platform gives entrepreneurs and small- to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
America's Federal Credit Union is a Tacoma, WA-based company in the Financial Services sector.
Ohio University Credit Union is a Athens, OH-based company in the Financial Services sector.