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UVEST Financial Services Group Inc. is a Charlotte, NC-based company in the Financial Services sector.
Independence Planning is a Colorado Springs, CO-based company in the Financial Services sector.
American Southwest Credit Union is a Sierra Vista, AZ-based company in the Financial Services sector.
We serve growth-oriented businesses that are healthy and thriving, have a good business model, and seek a diversified capital structure. We provide access to cost-effective capital without the rigidity of a bank, and we do not seek control of your business like a private equity or venture capital firm would. We are intentional about who we work with—we work with people who understand our value system. We are passionate about having the fruits of our work enrich the lives of our stakeholders and communities, and we work with people who share that passion. Our worldview defines the way we interact with people, and it impacts the way we define success. We believe in cultivating significance over success. That mission thus goes beyond financial or professional success and includes having a positive impact on the people around us and on the communities in which we live and work.
Financial Clarity is a Mountain View, CA-based company in the Financial Services sector.