massmutual northwest

Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective steps to develop a personalized financial strategy. Our straightforward approach is focused on you, your circumstances and your objectives. By meeting with you regularly, we help you remain on track to reach your most important goals. Based in Seattle, we have been proudly rooted in the Puget Sound community since 1889. We currently serve thousands of local individuals, families and businesses. Our network of financial professionals offers expertise in various areas, including long term care insurance, special needs planning, family business issues, divorce financial analysis and retirement planning. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201610-187559

Canopy Credit Union

At Canopy Credit Union, our mission is to guide everyone towards solutions that lead to financial wellness. We are a place where your story matters. We want to get to know you. To us, you’re more than just an account number, you’re also a name, a face, a friend. Your goals are important to us, and we want to help with loans, investments, credit lines, whatever you need. We offer you the technology you want and the personalized service you deserve. Together, we will grow a happier and healthier community through financial inclusion. We are Canopy Credit Union. Here you grow.

The Retirement Planning Group

We have been helping individuals and families plan for over 20 years. Over 2,000 families trust us to guide them toward their ideal financial future. (as of 01/31/24) We’re redefining what retirement means for you and your family so that you can do more than just retire. In addition, we will implement investment recommendations and regular monitoring to help you achieve your plan.

Curi RMB Capital

At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com. This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.

A.G.P./Alliance Global Partners

A.G.P./Alliance Global Partners is a full-service, national investment firm and SEC registered broker-dealer for the past 39 years. A.G.P. has global reach with 11 locations across the United States. A.G.P. provides wealth management, institutional, and corporate services with access to wide array of products and offerings, including: investment advisory; fixed income; retail services and insurance; equity capital markets; debt capital markets; M&A; and sales and trading. A.G.P. also offers comprehensive sector-based research services. The A.G.P. team has participated in more than $20 billion in capital markets transactions as lead manager, co-manager or syndicate member and completed in excess of 300 public offerings as a deal manager.