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Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
Generations Financial Advisors is a Salisbury, MD-based company in the Financial Services sector.
HCU is a Credit Union, which means we care about our members and not just their money. Mission: Delivering Solutions, Earning Trust, Building Relationships. That`s it...that`s what we do. Description: With so many choices out there for financial institutions, why choose Heartland Credit Union? That`s a question we are always striving to have an answer for. In a nutshell, HCU is different because we hear our members. We build our products and services around the ideas, recommendations and concerns that our members have expressed to us. We only offer solutions that we feel are in your best interests and we will never be the ones to put you in a position that you can`t financially afford to be in. Ultimately we know that we have to earn, re-earn and then earn again, your business. We don`t believe that just because we build it, you will come. We know that we have to back it up with the quality of service you expect and deserve, each and every time to come to us.
ZeroDown is an affordable homeownership solution in the Bay Area. ZeroDown gives you all the benefits of owning a home, with the flexibility of renting.
As one of the world`s largest hedge fund investors, EnTrustPermal has the global talent, scale and resources to bring clients meaningful innovation in a dynamic industry. With histories dating back to 1997 and 1973 respectively, EnTrust and Permal combined their deep industry knowledge and expertise in 2016 in an effort to lead the way forward in alternative investing, creating EnTrustPermal. With 11 offices globally, EnTrustPermal offers investment solutions through customized portfolios, co-investments, direct investments and established funds across alternative strategies including diversified, strategy focused and opportunistic. At the core of the firm`s culture is a strong emphasis on personal service, a high level of communication, extensive due diligence and proprietary risk management.