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Truliant is a not-for-profit financial institution providing banking services to its member-owners. Chartered in 1952, we serve more than 220,000+ members with 33 Member Financial Centers in the Carolinas and Virginia.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.
Vanguard Credit Union is a Rossburn, MB-based company in the Financial Services sector.
Federal Credit Union is a Norwalk, CT-based company in the Financial Services sector.
The Primary Group is a Longwood, FL-based company in the Financial Services sector.