| Name | Title | Contact Details |
|---|
Since 1953, Directions Credit Union has been serving members with the highest quality financial services. Our commitment to offering superior service and trusted financial guidance has led to a growth of 70,000 Directions Credit Union members throughout the Greater Toledo Area and across Central Ohio.
CGF Securities is a Boca Raton, FL-based company in the Financial Services sector.
First Security Bank is one of the leading providers in Financial Services. It is based in Bagley, MN. To find more information about First Security Bank, please visit www.firstcommunitybank.org
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
VRBex is a Houston, Texas based financial services and technology company that intends to operate in the exchange, storage, trading and payments areas of the cryptocurrency and security token universe. The VRBex mandate is to create a new digital exchange that, from inception, is built on best corporate practices and robust legal-regulatory compliance. Best corporate practices encompass investing in the technology, processes and controls required to construct a best in class business platform. What differentiates VRBex from other market competitors is the knowledge base and deep experience of its founders. They each possess over twenty-five years working in the most competitive and client driven sectors of the financial services industry. The team`s collective expertise includes extensive experience building and operating robust financial services platforms as well implementing complex regulatory and operational risk remediation programs at top global banks. As a result, the VRBex team is accustomed to managing the rigors and challenges found in the highly regulated environment of the traditional financial sector. The VRBex mission is to become the trusted partner for investors who wish to buy or sell digital currencies and security tokens while providing a best in class client experience.