| Name | Title | Contact Details |
|---|
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Founded in early 2008 to address challenges created by the growing housing crisis, our company is committed to providing innovative servicing solutions for both performing and non-performing mortgages. Until recently, the existing traditional mortgage servicers were adequately able to handle the mortgages under their care. The functioning premise of their servicing models was a high volume, low delinquency approach. However, in the last two years, due to many factors, residential mortgages have begun experiencing unprecedented levels of delinquency. As a direct result, many servicers quickly found themselves overwhelmed and unable to effectively manage the resulting complications. We conducted an exhaustive analysis of the existing mortgage servicing industry and gained valuable insight into the short-comings of current mortgage servicers. Realizing that even adapting an existing approach was wrought with immense challenges including legacy portfolio issues and unproductive corporate cultures, we decided to build a new model from the ground up, the focus of which would be to benefit both the homeowners and the lenders.
U.S. New Mexico Federal Credit Union is one of the leading providers in Financial Services. It is based in Encino, CA. To find more information about U.S. New Mexico Federal Credit Union, please visit www.usnmfcu.org
Accelerated Web Technologies is a Smithtown, NY-based company in the Financial Services sector.
As a member-owned, not-for-profit financial cooperative, BECU is guided by the credit union philosophy of “people helping people.” In fact, putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren`t owned privately. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. You see this in our working culture, in our day-to-day choices to ensure both members` and employees` needs are met. Imagine what this type of commitment could do for your work satisfaction.