| Name | Title | Contact Details |
|---|---|---|
Ashley Leggett |
Chief People Officer | Profile |
Susan Aarons |
Vice President Treasury Management | Profile |
Jep Larkin |
Executive Vice President and Chief Financial Officer | Profile |
Sharon Bradley |
Chief Diversity Officer | Profile |
Community Choice Credit Union offers a wide variety of financial products and services for both consumers and businesses throughout metro Detroit.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"
With a smart approach to financing, National Bank of Arizona understands the entrepreneurial spirit of Arizona business. Founded in Tucson in 1984, NB|AZ is a full-service community bank offering unique business and personal financial solutions that help customers manage and grow their bottom line. With more than $4.5 billion in assets, NB|AZ is backed by the strength of Zions Bancorporation, one of the top 20 domestic bank holding companies in the U.S. with total assets of $53 billion. NB|AZ operates branch locations in more than 50 communities supporting the vision of successful individuals and businesses throughout the state of Arizona. Stop by any of the more than 70 branches of NB|AZ for local and personalized service from a loyal banking partner.
Second Federal Savings is a Chicago, IL-based company in the Financial Services sector.
North Valley Bank is a Redding, CA-based company in the Financial Services sector.