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Patten Mac Phee is a Denver, CO-based company in the Financial Services sector.
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
ProducePay offers various cash flow solutions allowing fresh produce farmers (growers) to be paid the day after they ship instead of 30-45 days later. Our cash flow solutions also benefit distributors by relieving the burden of providing advance payments to select growers. Additionally, we match fresh-produce buyers with sellers creating new trading relationships and helping companies compete and grow.
Candex collaboration apps manage payments between companies and their vendors. Blockchain technology benefits are realized with phenomenal ease of use, speed and security.
Serving more than 445,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with over $5.2 billion in assets and more than 670 employees. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We`ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate. Our organizational values of Integrity, Respect, Synergy, Transparency, and Wellbeing, influence all we do. Whether it`s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team. Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members` trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has already donated over $10 million to charitable organizations nationwide. At Connexus, we`re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset. We`re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance.