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Family Office Exchange (FOX) is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. Founded in 1989, we strive to make wealth owners, family office executives and advisory firms more effective at preserving and enhancing their financial, human, and intellectual capital.
Interior Savings is a member-owned, democratically-controlled credit union dedicated to creating local money while helping to build vibrant communities. Through its 21 branches, 16 insurance offices, Member Service Centre, and two Commercial Services Centres, the Credit Union offers personal and commercial banking and a full range of insurance and wealth management services to more than 70,000 members across 14 communities. Since 2002, Interior Savings has returned $53.8 million to members through its Member Rewards Program and invested nearly $8 million in support of community programs.
Legacy Federal Credit Union is a Portland, OR-based company in the Financial Services sector.
Bridge Street Capital Partners is a Grand Rapids, MI-based company in the Financial Services sector.
PTS Financial Services is a company that partners with businesses to offer value-added services to their customers, including tax preparation, GAP waivers, an auto club, and more. They specialize in helping companies discover hidden revenue opportuniti...