Lula Financial

Pension Consulting Alliance, Inc ( PCA ) is an independent, full-service investment consulting firm providing a broad range of investment advice to a wide variety of sophisticated institutional investors. Investment consulting is PCA's only line of business. Founded in 1988, PCA is built on the philosophy that consulting is a problem-solving process, not a commodity. We design our services to meet the client's specific needs in a cost effective manner. PCA's clients include several of the largest plan sponsors in the United States. In total, our 26 clients represent approximately $800 billion in plan sponsor investment assets. Client advocacy is PCA's Number 1 priority.

Pine Haven Investment is a fee-based investment counsel firm located in Fairhaven, Massachusetts, offering counsel, planning, and investment management services to a select group of clients. They prioritize sustainable, responsible, and impact investing, helping clients align their investment portfolios with their values and financial goals through individualized socially responsible portfolios that consider environmental, social, and governance factors. As a fiduciary, Pine Haven is committed to the highest ethical standards and operates as an independent Registered Investment Advisor, charging a fee based on the percentage of assets managed. With a focus on long-term investment success and financial security, they provide steadfast guidance for progressive asset management, empowering clients to take charge of their financial lives and achieve their desired lifestyle.Generated from the website

Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.