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Showing 1 - 12 of 63 results
HB WEALTH MANAGEMENT, LLC
HB WEALTH MANAGEMENT, LLC
Atlanta, Georgia
100-499 employees
We believe that you deserve a fiduciary relationship based around your goals, a company that embraces technology to simplify your wealth management experience, and a company dedicated to the community where you live
Retirement Benefits Rank
Top Benefits
JAMISON PRIVATE WEALTH MANAGEMENT
JAMISON PRIVATE WEALTH MANAGEMENT
Alpharetta, Georgia
1-24 employees
Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.
Retirement Benefits Rank
Top Benefits
ALABAMA CANCER CARE HOLDINGS, LLC
ALABAMA CANCER CARE HOLDINGS, LLC
Northport, Alabama
100-499 employees
Alabama Cancer Care is an oncology and hematology practice offering understanding and skilled treatment for a wide range of illnesses. Click to learn more!
Retirement Benefits Rank
Market Laggard
MARCO INVESTMENT MANAGEMENT
MARCO INVESTMENT MANAGEMENT
Atlanta, Georgia
1-24 employees
Established in 1998, Marco Investment Management handles portfolios for both high net worth and Institutional clients. Marco Investment Management seeks to offer the high net worth and institutional client peace of mind through discretionary portfolio management of individual securities.
Retirement Benefits Rank
Market Leading
SIGNATURE WEALTH MANAGEMENT GR
SIGNATURE WEALTH MANAGEMENT GR
Atlanta, Georgia
1-24 employees
With the Signature Wealth Management Group, you have a partner and ally qualified to help strengthen your financial future. Yet your relationship with us is about much more than investing money. It’s about sharing your aspirations and building a relationship with your financial advisor. After completing a detailed financial plan, we will introduce you to one of the Signature Investment Management Strategies – a unique blend of financial instruments that could match your investment attitudes and your own individual income goals. Before you engage in an investment relationship with us, we will fully explain these three things: how it works, the risks involved and the costs of our services. We will keep your financial plan simple and help you clearly understand your investment choices. Our approach to planning isn’t based on financial transactions; it’s based on a personal commitment. It’s about honoring our relationship with you and being fully invested in your success. It’s about being with you every step of the way – through every life event, every stage of the investment planning process, every triumph and every challenge. We would welcome a connection if: 1. You want to hear more about our wealth management process 2. You are interested in customized financial advice and guidance 3. You are a doctor, executive, business professional or Southern Company employee 3625 Cumberland Blvd. SE Suite 1485 Atlanta, GA 30339 678-932-2500
Retirement Benefits Rank
Top Benefits
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
Albany, Georgia
1-24 employees
KingsMark is an independent, registered financial advisory firm dedicated to guiding prosperous individuals, families, businesses, trusts and non-profit organizations towards insightful and objective decisions that will enrich their lives and the lives of those around them.
Retirement Benefits Rank
Top Benefits
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WARRIOR INVESTMENT GROUP, LLC
WARRIOR INVESTMENT GROUP, LLC
Tuscaloosa, Alabama
1-24 employees
Financial Planning, Retirement income planning, investment strategy. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Warrior Investment Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Top Benefits
FINANCIAL ARCHITECTS, LLC
FINANCIAL ARCHITECTS, LLC
Woodstock, Georgia
1-24 employees
Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.
Retirement Benefits Rank
Market Leading
WESTPLAN INVESTORS, LLC
WESTPLAN INVESTORS, LLC
Atlanta, Georgia
1-24 employees
Westplan has invested in more than $2 Billion in real estate since its inception in 1994 with a primary focus on apartments. We have dedicated ourselves to excellence in providing and managing equity investment products for our clients in residential U.S. real estate. We are proud of our proven track record which has contributed to our trusted reputation. We guide and measure our conduct by the following Core Values: • Honesty and Transparency • Consistent and Reliable • Keep our Commitments • Be Present. Be Personable. • Collaboration and Cooperation
Retirement Benefits Rank
Below Market
FIDUCIARYVEST, LLC
FIDUCIARYVEST, LLC
Atlanta, Georgia
1-24 employees
FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.
Retirement Benefits Rank
Market Leading
INVESTOR'S RESOURCE
INVESTOR'S RESOURCE
Madison, Alabama
1-24 employees
We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions. In 2019, we affiliated with one of the South's fastest-growing independent Registered Investment Advisory firms, RFG Advisory, headquartered in Birmingham, AL. Our mission to distinctively serve clients has required us to navigate vastly changing markets alongside of an ever-evolving financial industry. To keep pace, we felt a move from Wall Street to the independent channel of the industry was not only necessary but essential. Clients receive more options and competitive pricing from multiple institutional players across the industry - instead of the offerings of a single firm. This multi-custodial structure is the future of the industry. We Serve: > Individuals & Families > Professionals at their Career Peak > Business Leaders Transitioning to Retirees Services: > Investment Management > Private Wealth Consulting > Wealth Enhancement & Planning > Wealth Protection Our five-step consultative process: Discovery: Map out what’s important to you Investment Plan: Make a plan for every investment to meet your goals. Mutual Commitment: Develop terms of the long-term partnership, 45-Day Follow-Up: Finalize strategy and mutually set expectations. Regular Progress Meetings: Customize a schedule and format for you. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, Investor's Resource, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Retirement Benefits Rank
Top Benefits
FREEDOM WEALTH PARTNERS, INC.
FREEDOM WEALTH PARTNERS, INC.
Kennesaw, Georgia
1-24 employees
FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.
Retirement Benefits Rank
Top Benefits