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United Heritage Credit Union has provided comprehensive banking services to its members since its inception as Military Federal Credit Union in 1957. Headquartered in Austin, Texas, United Heritage CU serves the greater Austin and Tyler areas through twelve branch locations including Manchaca, Slaughter, Georgetown, Lakeway, Kyle and Tyler. Membership is open to anyone that lives, works or attends school within Travis, Williamson, Bastrop, Caldwell, Hays, Smith and Wood county, or is a relative of a current member. United Heritage CU currently employs over 200 people and provides quality, personalized banking services while maintaining a strong financial position.
Blue Bridge Financial, LLC is a direct lender and leading provider of commercial financing solutions for vendors, distributors and small businesses nationally. Our company has been recognized as the fastest growing private company in Western New York at the 2015 Fast Track Awards by Buffalo Business First. With fast and easy to obtain funding for equipment purchases, inventory, working capital and special payment programs, Blue Bridge is a complete source for simplified business financing. Blue Bridge`s unique turnkey financing provides for seamless small business loan sourcing, underwriting, funding and management of community bank loan programs. Our senior management team brings almost 100 years of combined experience in the leasing and financial services industries to its client base on a hands on basis in providing sourcing, underwriting, billing, collections, management, due diligence and other advisory services. Headquartered in Buffalo, NY, Blue Bridge also maintains offices in Tampa, FL, Lake Wylie, SC, and San Francisco, CA.
Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
Stalker & Associates is a Newtown, PA-based company in the Financial Services sector.
Aurora Schools Federal Credit Union is a Aurora, CO-based company in the Financial Services sector.