Press Releases

ALM First Assists OCCU with $275M Auto Securitization

For Immediate Release:  November 2, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, TX - ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for Oregon Community Credit...

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ALM First Announces Keynote Speaker for Financial Forum

For Immediate Release:  August 29, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Antonia Hock, a recognized global expert on business innovation and leadership excellence, will be the keynote speaker for ALM First’s 2022 Financial...

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“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser.  Balance sheet advisory services are offered through ALM First Advisors.  Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics.  Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.

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