Good news for our Xceed business members! Xceed Financial Federal Credit Union has engaged the Accounting firm of Crowe LLP, to conduct its member account confirmation audit. If your account is selected for this confirmation process, please follow the instructions in the letter and help Xceed Financial Credit Union meet its auditing requirements, as
Yolanda Ubas —
Stephanie Gonzales was very helpful. She walked me through the entire process Re: my Automatic payment so patiently until
For over 30 years our professionals have provided companies, just like yours, with recordkeeping, administration and actuarial services for their retirement plans. Weber Financial Services provides services to more than 300 clients ranging in size from one to over five hundred employees. We are proud of our reputation for providing efficient, accurate
Nancy Griffith —
We have used Weber Financial for 25 years. They are professional, prompt, knowledgeable and friendly. I highly recommend
Adam Aspes joined JAM as a Portfolio Strategist in 2016. He is also General Partner at JAM Special Opportunity Ventures. Prior to JAM, Adam spent 19 years focused on financial stocks in a variety of roles including equity sales & trading for Tucker Anthony's Bank Group, research analysis at hedge fund Keefe Managers, investment banking at Keefe Ventures
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