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At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
Western Agency Inc is a Minot, ND-based company in the Financial Services sector.
At CU SoCal, we believe we are more than a place to save and borrow money. We are a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they are looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.
We are proud to be named a 2017 Bay Area Top Workplace! This honor, awarded by the Bay Area News Group, recognizes our commitment to providing an engaging workplace along with an emphasis on career achievement. Our Executive Team works hard to nurture employee satisfaction, which is one of our core values and a key component to our success. We offer competitive salaries, an employee bonus program, and great benefits package including life insurance, a 401(k) plan with matching up to 4% and a Cash Defined Benefit Plan. In addition to a great reward and recognition program, our organization prides itself in putting on fun, family-oriented annual Employee Appreciation Dinners, bi-annual Summer Picnics and enjoyable team-building activities. As a credit union built on the motto, “People Helping People”, our employees are no different. As a proud Bronze sponsor of the American Cancer Society`s Tri-Valley Relay for Life event, our employees roll up their sleeves each year to assist with fundraising, event planning, and race day participation. Our dedicated staff can also be found supporting their favorite charities through volunteer efforts. Who We Are UNCLE Credit Union proudly serves over 22,000 members with offices in Pleasanton, Livermore (3 locations) and Tracy. We`re pleased to offer the benefits of credit union membership to anyone who lives, works, worships or attends school in the counties of Alameda, Contra Costa, San Joaquin and Stanislaus. Established in 1957, UNCLE Credit Union is a $363 million, full service financial institution. We`re known for our community involvement and for offering exceptional and friendly service. And unlike banks who must answer to their stockholders, we`re a not-for-profit cooperative organized by our members, for our members.
First National Bank Group is one of the leading companies in Financial Services industry. First National Bank Group is based in Edinburg, TX. You can find more information on First National Bank Group at www.webfnb.com