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Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
Service Credit Union is a not-for-profit, member-owned financial cooperative with 50 branch locations in New Hampshire, Massachusetts, North Dakota and Germany. Our mission is to do what is right for our members to improve financial well-being, support the communities we serve and create value and enduring relationships.
QUE Financial Serviceware Technologies is one of the leading providers in Financial Services. It is based in Philadelphia, PA. To find more information about QUE Financial Serviceware Technologies, please visit www.quefinancial.com
Founded in 1955, Meadowbrook Insurance Group focuses on three segments of the specialty insurance marketplace: insurance carrier operations, insurance services, and retail/wholesale insurance services. Our insurance carrier operations include two specialty areas; programs and specialty excess & surplus lines. Our three non-risk bearing operations are risk management services, administrative and back office services and retail/wholesale insurance services. We have six insurance carriers and are licensed on both an admitted and non-admitted basis in all 50 states. We market and underwrite specialty property and casualty insurance products through a broad and diverse network of independent retail, wholesale and general agents. Our specialty focus allows us to develop underwriting services and product expertise for underserved market segments that value service, specialized knowledge and other value-based considerations.