| Name | Title | Contact Details |
|---|---|---|
Kendra Rubin |
General Counsel | Profile |
Donna Chardeen |
Vice President and Compliance Officer | Profile |
DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients` Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Provide Straightforward Advice Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
MountainView Software is one of the leading providers in Financial Services. It is based in Lexington, KY. To find more information about MountainView Software, please visit www.mvsc.com
Across Virginia, ValleyStar Credit Union has served businesses and families like yours since 1953. We want to make banking and managing your finances as easy and convenient as possible. We help you get beyond the dry language of mortgages, loans, accounts and credit cards to focus on what you really care about – the house you`d love to own, the bigger car, the credit card that works with your lifestyle, reaching that goal of a law degree, owning a small business or a secure retirement. If you can dream it, we can help you achieve it.
Home Headquarters Inc is a Syracuse, NY-based company in the Financial Services sector.
Telco Triad Community Credit Union is a Sioux City, IA-based company in the Financial Services sector.