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First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
ChartIQ builds powerful, lightweight financial applications that redefine the trading experience for capital market institutions, investment banks, and retail brokerage firms.
At Otis, we turn aficionados into shareholders. We believe in transparency, liquidity, and trusting your own gut. We`re democratizing an otherwise closed market and making these alternative assets accessible. Invest in the things that you love, and build a portfolio better suited to a museum than a stock ticker.
First Conn Credit Union Inc is a Wallingford, CT-based company in the Financial Services sector.
Oakwell Farms Ltd Partnership is a Omaha, NE-based company in the Financial Services sector.