credit union of colorado

Buckingham Strategic Wealth

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

MAI Capital Management

Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.

Credit Union of Southern California

At CU SoCal, we believe we are more than a place to save and borrow money. We're a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they’re looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.

Susser Bank

Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions. For over 60 years, we’ve provided flexible financial solutions, with a single-minded focus on creating outstanding results that benefit our clients, team members and communities. Our goal is to help Texas communities grow stronger. We believe it is our responsibility and privilege to serve the people and businesses of those communities—with personal care, straight talk and a banking experience beyond compare. We are driven by relationships, not transactions. And it shows in our people—banking teams composed of responsive problem-solvers who combine a natural passion for customer service with banking IQs and technology-driven solutions that are second to none. At Susser Bank, we don’t just talk the talk. We back up our words with actions and commitments. Because we believe our clients deserve more than a transactional bank. They deserve a long-term, collaborative partner who has their best interests at heart. Member FDIC. Equal Housing Lender. NMLS #402132.