| Name | Title | Contact Details |
|---|---|---|
Jim Doucher |
Independent Contractor, Chief Financial Officer | Profile |
Bank of New England is one of the leading providers in Financial Services. It is based in Cookeville, TN. To find more information about Bank of New England, please visit www.bofne.com
Riding market waves with Tiger Trade, an online trading platform of Tiger Brokers, tailored for both novice and experienced investors to build global investment portfolios.
CULedger is a credit union-owned CUSO (credit union service organization) that focuses on delivering innovative applications on a global distributed ledger (DLT) or blockchain platform for credit unions.
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.
First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.