| Name | Title | Contact Details |
|---|---|---|
Larissa Holmes |
Chief People Officer | Profile |
Secure Investors Group, Inc. is a dynamic, holistic financial planning firm offering investments, financial planning, insurance, mortgages, and tax planning through our member organizations. Our expertise is in helping clients anticipate, evaluate and successfully resolve financial and legacy planning challenges in an increasingly complex legal, regulatory and economic landscape. We offer you a wide range of both legacy building and risk-management strategies and provide a diverse offering of insurance products, including property and casualty insurance, health insurance, long-term care insurance, life insurance, and fixed annuities. As a financial services leader with a presence in the northern United States, we continue to expand our business and network of financial professionals. We are continuously looking for dedicated, talented people who are highly motivated and seeking personal and professional satisfaction with an industry leader. We make a difference by serving our clients with small teams motivated by aligned incentives and a heritage of getting results. Our model delivers responsive service and insights with a high degree of confidence.
Research Affiliates is committed to be the preeminent source of insights and products that transform the global investment community for the benefit of investors. Research Affiliates, LLC is a global leader in smart beta and asset allocation strategies. Dedicated to creating value for investors, we seek to have a profound impact on the global investment community through our insights and products. The firm is built on a strong research base, led by Rob Arnott and Jason Hsu. We deliver solutions in partnership with some of the world`s leading financial institutions, who offer mutual funds, ETFs, separately managed accounts, and/or commingled accounts. We also work directly with institutional clients. Research Affiliates was founded in 2002 and is based in Newport Beach, California.
WaveCrest provides award-winning digital payment solutions to corporations and governments worldwide. Programs include business payouts, employee, student and taxpayer disbursements, mobile wallets, prepaid cards, lottery payments, pre-defined and custom offerings. Wave Crest Holdings Limited in Europe is a regulated e-money issuer and a principal member of Mastercard and Visa EU. Wave Crest Payment Services of the Americas, Inc. is a FinCEN-registered prepaid access provider, and an issuer of Discover Network prepaid cards.
The Guaranteed Rate Companies includes Guaranteed Rate, Inc., one of the top 5 retail mortgage lenders in the United States, Guaranteed Rate Affinity, LLC, and Proper Rate, LLC. Headquartered in Chicago, Guaranteed Rate Companies combined funded over $73 billion in 2020 and have more than 10,000 employees in over 850 offices across the United States. Founded in 2000 and located in all 50 states and Washington, D.C., Guaranteed Rate has helped homeowners nationwide with home purchase loans and refinances. The company has established itself as an industry leader by introducing innovative technology, offering low rates and delivering unparalleled customer service. In 2017, the company launched Guaranteed Rate Affinity, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and Realogy Holdings Corp. (NYSE: RLGY), a global leader in residential real estate franchising and brokerage. In 2020, the company launched Proper Rate, LLC, a mortgage origination joint venture between Guaranteed Rate, Inc. and @properties, one of the nation`s largest residential brokerage firms. Collectively, the Guaranteed Rate Companies have earned numerous honors and awards including: Forbes Advisor`s Top 10 Mortgage Lenders for 2021; Best Mortgage Lender for Online Loans and Best Mortgage Lender for Refinancing by NerdWallet for 2021; 2018 Top Lender for Online Service by U.S. News & World Report; HousingWire`s 2020 Tech100 award for the company`s industry-leading FlashCloseSM technology; No. 3 ranking in Scotsman Guide`s 2021 list of Top Retail Mortgage Lenders; Chicago Agent Magazine`s Lender of the Year for six consecutive years; and Chicago Tribune`s Top Workplaces list for seven consecutive years.
Park View Federal Credit Union is a Harrisonburg, VA-based company in the Financial Services sector.