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.

Sit on the company Securities Selection Committee. Supervise and/or perform the day-to-day management of accounts including: transaction download, account reconciliation and review, cash balances, money movement trading and the implementation policy changes. Continuing communication with clients and business associates in reference to money movement, account information and maintenance. Creating and directing trades in reference to the above activities, as well as placing trades when necessary.

SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.

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.

Underwriting applications, client interactions, helping clients with all their needs by servicing their accounts and requests.

We are excited to announce that as of February 1st, 2021, Trinity Financial Advisors, LLC has officially become a part of The Mather Group, LLC ("TMG").

KEIDAN FINANCIAL CONSULTANTS, LLC is a financial services company based out of 400 SOUTH FIFTH STREET, COLUMBUS, Ohio, United States.

Certified Financial Planner specializing in serving as a Certified Financial Planner(R) Professional to many, including those who have experienced a loss/separation/divorce, women entrepreneurs, and those in the FIRE Movement.

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

Serve as Family CFO for UHNW families - quarterbacking all aspects of family finances; public and private investments, debt, real estate and family owned businesses. Ardent is an opportunistic, high-conviction manager with a focus on concentrated portfolios of public equities, preferred shares, microcaps, equity derivatives and merger arbitrage. We also advise on private placements (qualitative, quantitative, and valuation analysis) and completed over $500m in advisory transactions.

At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.