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Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. Investors deserve a credible alternative source of advice compared to those products offered by the major financial corporations who have been described as “too big to fail.” As an independent organization, Global Financial has the freedom to offer unbiased advice without the potential for conflicts of interest often present within these larger broker dealers. By taking the time to understand our clients` financial and lifestyle needs and aspirations, we aim to align our advice in the same direction as our clientele. Global Financial comprises a number of special areas of expertise, all of which work together, as our clients require, to provide a comprehensive wealth management solution.
Consumer Credit Union is a Greeneville, TN-based company in the Financial Services sector.
Based in Westlake Village, California, Velocity is a vertically integrated real estate finance company that originates and manages investor loans secured by 1-4 unit residential rental and small commercial properties. Velocity originates loans nationwide across an extensive network of independent mortgage brokers it has built and refined over 15 years.
Say unlocks the power of investor communications by working with broker-dealers to connect shareholders with the public companies they invest in.
Circulo is building the Medicaid insurance company of the future to provide tech-enabled, world-class care to the nation`s most underserved populations. Circulo is based in Columbus, OH, the emerging insurtech capital of the U.S.