Primary Financial is a financial cooperative owned by the nation’s corporate credit unions who in turn are owned by the majority of all 4,800+ credit unions nationally. Because of the inherent relationship we have with credit unions, no CD broker, underwriter or rate service can work with as many credit unions as Primary Financial. If a financial institution wants to raise CDs from credit unions or be in the credit union market, you need to create a relationship with Primary Financial.

Webdesign agency for small and middle sized companies from the Norway and the Netherlands.

Advanced Asset Management Advisors (AAMA) is an independent, fee-based investing firm that builds and maintains portfolios through fundamental market pricing and sector valuation. Established to provide clients with high-quality and fully supported investment options, AAMA pairs its disciplined investment strategy with a partnership service experience—built around senior stakeholder accessibility and transparency. AAMA is uniquely positioned to support consistently positive investment experiences. Through selective distribution channels, a deeply experienced investment team—with more than 120 years of combined portfolio management experience, and a long-standing ‘quality-over-quantity' focus, AAMA provides high levels of care to each client it serves.

Provides analytical support, executes research assignments, and reviews, proofs and edits various written communications using AI and other data platforms, such as OMAC (OFiN).

We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.

Investment advisory and management for individuals of personal and retirement accounts; assist clients with retirement independence analysis.

Through careful listening and diligent fund management, we provide individuals and families expert, objective financial advice to build wealth and help ensure their future financial freedom and security. At Keeler & Nadler, we listen more than we talk. We listen to your hopes, your dreams, and your concerns to help you sketch out a vision for your ideal future. We give direction and meaning to your financial decisions, educating where necessary, all in an effort to help make your vision a reality. The decisions you make today can have a lasting impact on your family and community for generations to come. Our goal is to help you plan, invest, protect and live with purpose. Call us today for a free consultation and take the first step towards reaching your vision.

Sudsina & Associates, LLC, is a full service municipal advisory firm serving the financing needs of public entities throughout Ohio. The firm is a collaboration of experienced professionals that ensures each of our clients a team of highly qualified individuals to assist with the execution of financing plans. Our clients trust us to provide financing recommendations consistent with their goals, while minimizing the size of the issue, priced at the lowest available interest and issuance costs and finally, with the most flexible terms. Whether it be a long-term bond issue, equipment lease or a short-term cash flow borrowing, we have the resources to prepare issuers to tap the financial markets for the best available financing solution. We are registered municipal advisors with both the Securities and Exchange Commission (SEC) and the Municipal Securities Regulatory Board (MSRB) and our staff serves on the Board of Directors of the National Association of Independent Public Financial Advisors (NAIPFA) and Regulatory Committee of NAIPFA. Our firm has participated in more than 500 financings for Ohio cities, counties and schools totaling over $4 billion in par value and has ranked in the top 2 municipal advisors in Ohio since 2008 for number of transactions.

Registered client service specialist and administrative support for Managing Principal.

-Researched equity/bond markets, rebalanced 50+ portfolios, analyzed securities forportfolio model, attended client meetings and networking events-Extensively used ThinkOrSwim, Schwab Advisor Center, Black Diamond, Office, CRMsoftware

Compass Financial Group, an independent financial planning and investment management firm, helps people pursue their personal and charitable passions by giving them confidence and peace of mind about their financial future. We believe in building wealth with a purpose, and we help our clients do that by providing objective, comprehensive financial and investment advice through all of life's transitions, positioning them to achieve success in a way that fits with their values.

We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.