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Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
At Copeland Buhl, superior client service is not a goal, it's our standard. We've earned a reputation for being hard working, loyal, imaginative, and incredibly detail-oriented. That translates to a high quality product that is comprehensive and correct
Oxford Financial Corporation is a Birmingham, MI-based company in the Financial Services sector.
JeffersonWells International is a Houston, TX-based company in the Financial Services sector.
Gerrity International is a Solana Beach, CA-based company in the Financial Services sector.