Heritage Wealth Advisors

MOVING FROM SUCCESS TO SIGNIFICANCE. While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”. “I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends. “A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.” —Greg Reid Give us a call: 425-709-2345

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.

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Cinfed Credit Union

We’re here to change your relationship with money and help you feel more confident with every financial decision. Proudly awarded a Top Workplace by the Cincinnati Enquirer for 9 consecutive years. Cinfed Investment Services Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Cinfed Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Cinfed Credit Union are licensed to transact securities business in Ohio. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx