| Name | Title | Contact Details |
|---|---|---|
Nick Donovan |
General Counsel | Profile |
AB NB Federal Credit Union is a Chesapeake, VA-based company in the Financial Services sector.
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.
Edelman Financial Services provides financial planning and investment management services to more than 30,000 individuals and families and nearly $16 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.
Petsky Prunier LLC is one of the leading companies in Financial Services industry. Petsky Prunier LLC is based in New York, NY. You can find more information on Petsky Prunier LLC at www.petskyprunier.com
Ashford Finance is a New York, NY-based company in the Financial Services sector.