Companies similar to CUMAX WEALTH MANAGEMENT
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  • cumaxwealth.com
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Cumax Wealth Management Limited (formerly Credit Union Fund Management Limited - CUFMC) was incorporated in August 2005 as the wealth and asset management arm of the Credit Union Movement. The Credit Union Fund Management Company was formed out of..
Relevance: 45.940193
  • www.credituniontrust.com
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Credit Union Trust was formed to provide trust products and services to credit union members and the public. Credit Union Trust is a limited purpose bank, founded and owned by Michigan credit unions. Credit Union Trust's products and services are..
Relevance: 30.53241
  • communityfirst.com
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Community First Fund Credit Union was founded by Community First Fund, a federally certified community development financial institution with a mission to eliminate poverty and discrimination. As a social and economic justice organization, Community..
Relevance: 30.319626
  • www.dearfieldfund.com
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The Dearfield Fund helps Black and African American communities build a foundation of intergenerational wealth and financial well-being, primarily through home ownership. The Dearfield Fund was launched by Gary Community Ventures, a philanthropic..
Relevance: 29.11237
  • trintocpenalcu.com
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Our Mission is to promote the holistic growth and development of our membership by rendering prudent financial management, continuous member education and sound advice and services which exceed expectation... The Trintoc (Penal) Credit Union was..
Relevance: 28.89318
  • wmgateway.com
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WM Gateway supports Credit Union executive and Wealth Management leaders in their efforts to improve the capability and business performance of their Wealth Management divisions. WM Gateway works directly with each Credit Union in the validation,..
Relevance: 28.693455
  • www.trieverest.com
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Tri Everest Wealth Management Limited was incorporated in 2007 and is regulated by the Central Bank Of Ireland (Ref. C47379) as an Investment Intermediary authorized under Section 10 of the Investment Intermediaries Act, 1995, as an Insurance..
Relevance: 27.384209
  • www.partnerswm.org
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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... Partners Retirement & Wealth Management..
Relevance: 27.141918
  • www.cuwgroup.com
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Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission... Focused on credit unions, our mission..
Relevance: 27.006695
  • www.pluscu.co.uk
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Lewisham Plus Credit Union Limited was founded in 1992. We were formerly known as ACTS CU Ltd and merged with Deptford and New Cross Credit Union Limited in 2010... We strive to promote financial inclusion and to be the trusted and preferred..
Relevance: 26.656391
  • riversidecreditunion.co.uk
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Riverside Credit Union Limited is a member of the Association of British Credit Unions Limited (ABCUL)... Riverside Credit Union Limited is regulated by the Prudential Regulatory Authority and the Financial Conduct Authority FRN 214245... Riverside..
Relevance: 26.275108
  • www.coasthillswealthmanagement.net
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CoastHills Wealth Management was founded with the goal of assisting credit union members in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each..
Relevance: 26.180052
  • www.segfcu.org
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SEG Federal Credit Union is a full service, not-for-profit cooperative dedicated to serving our members. We were originally chartered in 1951 as Laurel NP Employees Federal Credit Union. Our original field of membership was limited to the employees..
Relevance: 25.950315
  • peoplefirstcu.ie
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People First Credit Union Limited ("PFCU") was formed out of the merger of Portlaoise Credit Union and Abbeyleix Credit Union in September 2015. PCFU subsequently merged with Athy Credit Union in January 2017... People First Credit Union now..
Relevance: 25.897758
  • www.memberhaven.com
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MemberHaven Insurance Agency is an independent agency owned by a group of the strongest and most innovative credit unions in the state of Oklahoma. MemberHaven was founded on the philosophies and principles credit union members have come to know and..
Relevance: 25.772358
  • www.thepolicecu.org
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As a non-profit financial institution, The Police Credit Union of California passes earnings on to members in the form of better rates, lower costs and improved services. We serve as a trustworthy partner focused on improving your financial standing..
Relevance: 25.622753
  • www.cuwealth.ca
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CUSO is committed to returning value to our shareholders and providing a viable alternative for the effective delivery of wealth management products and solutions to credit union members on behalf of our partners and clients... Empowering our..
Relevance: 25.615284
  • minerva-funds.com
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Minerva Fund Management Solutions Limited is a company registered in England and Wales (No. 12310712). Its registered office and principal place of business is 27-29 Townfield Street, Chelmsford, Essex, CM1 1QL. Minerva Fund Management Solutions..
Relevance: 25.499922
  • www.southwestcu.com
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Southwest is a full service Credit Union meaning we offer a wide variety of products and services to fulfill our membership needs, including several borrowing options and wealth management services. All our member deposits, with the exception of..
Relevance: 25.43899
  • www.epsfcu.org
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EPSFCU is federally insured by the National Credit Union Share Insurance Fund ("NCUSIF"). NCUSIF is operated by the National Credit Union Association ("NCUA"). The NCUA is the federal government agency that charters and supervises federal credit..
Relevance: 25.412113
  • www.catalystfin.com
SEBI registered Portfolio Manager offering portfolio management services to resident and non-resident domestic investors for investing in public equity markets... Joint venture with Samena Capital and manages a high yield credit fund in India called..
Relevance: 25.379074
  • sppfund.com
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Strategic Preservation Partners LP is a private investment firm managing the Strategic Preservation Fund LP (The Fund), a US domiciled global special situations investment fund. The Fund offers qualified investors the opportunity to build real wealth..
Relevance: 25.222574
  • ethiconcu.org
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Ethicon Credit Union was first chartered in December 1978 as Lumite Credit Association on the credit union principle of "people helping people." Lumite Credit Association was established to serve the employees and their immediate family of the..
Relevance: 25.187403
  • www.supportcreditunions.com
Federally-chartered credit unions are regulated by the National Credit Union Administration and insured by the National Credit Union Share Insurance Fund, which is backed by the full faith and credit of the United States government... Anybody can..
Relevance: 25.078316
  • anityaventures.com
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Previously, till April 2014, he was the Managing Director of Credit Suisse' Private Banking & Wealth Management Division and the global offshore head for Asset Management & Alternative Investments. In his international banking career spanning 20..
Relevance: 25.042727
  • www.vffcu.org
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Vision Financial Federal Credit Union was originally established by GTE in 1960 and was known as Gentelco Federal Credit Union. Gentelco FCU was a full-service financial cooperative dedicated to serving its members. Gentelco FCU's original mission of..
Relevance: 25.034636
  • www.ldcu.ca
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The Ladysmith & District Credit Union is a full service financial institution that offers competitive, flexible and creative solutions for your investment and borrowing needs. At LDCU, deposits are guaranteed by the Credit Union Deposit Insurance..
Relevance: 25.012985
  • nafappraisal.com
The National Advocacy Fund (NAF) is a fund CUNA and AACUL have established to pool resources from across the credit union system for use in direct electoral advocacy on behalf of pro credit union candidates for federal office as well as advocacy in..
Relevance: 24.970072
  • www.credential.com
With more than 25 years of experience as a national financial services firm, Credential is the leading provider of wealth management services to over 200 credit union partners across Canada. Credential is part of the Aviso Wealth group of companies...
Relevance: 24.928259
  • www.sevenhills-im.com
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SevenHills is the independent investment management company of choice for Family Offices and Professional Investors. The benefit for private family and investors to create a dedicated investment fund across European Union coupled with an high..
Relevance: 24.920662