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We know dealing with insurance carriers can be frustrating. Long hold-times on the phone for support, confusing benefits that leave you uncertain about your coverage and paperwork that would stump anyone.
Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
H&R Block Canada, Inc. is the largest income tax preparation and electronic filing firm in Canada and has been assisting Canadians with their taxes for 50 years. With over 1,200 tax offices across Canada, our experienced and knowledgeable team delivers tax preparation and related solutions to our clients year-round in Retail, Digital, Corporate, and US Specialty taxes.
Cal Poly Federal Credit Union is a Pomona, CA-based company in the Financial Services sector.
Long Island Development Corp is a Bethpage, NY-based company in the Financial Services sector.