| Name | Title | Contact Details |
|---|
The Summit Federal Credit Union is a not-for-profit, member-owned financial cooperative based in Rochester, New York. Founded in 1941 as Rochester Telephone Federal Credit Union, it adopted its current name in 1983. The credit union operates solely for its members, which allows it to provide benefits like low fees, competitive loan rates, and higher dividends on savings. The Summit offers a wide range of financial services, including savings and checking accounts, loans, mortgages, and credit cards. It provides competitive loan products such as personal, auto, and home equity loans. With branches across New York, including locations in Buffalo, Syracuse, and Rochester, The Summit serves a diverse membership base, reflecting its commitment to inclusivity. The credit union emphasizes member service and safety, ensuring a respectful environment for all. Governed by a board of directors, The Summit focuses on aligning its practices with the best interests of its members.
Pando is a financial services platform tailored for high-potential professionals, including startup founders and professional athletes. It offers a unique combination of peer communities, financial tools, and risk-mitigation strategies to help members navigate the uncertainties of their careers while promoting collaboration and financial security. One of Pandos key offerings is income pooling, where members contribute a portion of their income to create a diversified portfolio-like structure. This approach helps reduce individual financial volatility, especially in careers with high-stakes outcomes. Pando also provides curated networks for founders to share advice and support, along with events for networking and investor introductions. Additionally, members gain access to financial and operational tools, including an investor exchange and exclusive perks tailored for startups. Pandos business model aligns its success with that of its members by retaining a portion of pool payouts instead of charging traditional premiums. This innovative approach combines financial strategies with community support, addressing both the economic and social challenges faced by professionals in high-risk careers.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
"On September 24, 1939, Carter County Bank released a grand opening announcement that said our policy would be ""To offer the public every modern banking service and to assist in every way possible in the growth of this great county."" Carter County Bank"
Pineland State Bank is a Metter, GA-based company in the Financial Services sector.