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La Jolla Pacific Bancorp is a La Jolla, CA-based company in the Financial Services sector.
Education Plus Credit Union is a Monroe, MI-based company in the Financial Services sector.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
ZIA Credit Union is one of the leading companies in the Financial Services sector.
At AFEX, we have pioneered personalised foreign exchange since 1979, becoming one of today's largest privately owned non-banking providers of global B2B payments and risk management solutions. We are a trusted partner to more than 35,000 businesses and individuals worldwide, helping clients process payments to more than 180 countries around the clock every day. Our team of experts provides valuable support that inspires total confidence from our clients in the complex and often volatile world of foreign exchange.