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Showing 1 - 12 of 14 results
GI MANAGER L.P.
GI MANAGER L.P.
Scottsdale, Arizona
100-499 employees
Founded in 2001, GI Partners is a private investment firm with over 140 employees. The firm has assets under management totaling $33 billion and invests on behalf of leading institutional investors around the world through its private equity, real estate, and data infrastructure strategies. The private equity strategy invests primarily in companies in the healthcare, services, and software sectors. The real estate strategy focuses primarily on technology and life sciences properties as well as other specialized types of real estate. The data infrastructure strategy invests primarily in hard asset infrastructure businesses underpinning the digital economy. For more information, please visit www.gipartners.com.
Retirement Benefits Rank
Top Benefits
UNITED PLANNERS FINANCIAL SERVICES OF AMERICA
UNITED PLANNERS FINANCIAL SERVICES OF AMERICA
Scottsdale, Arizona
50-99 employees
United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.
Retirement Benefits Rank
Market Competitive
TRINITY CAPITAL INC.
TRINITY CAPITAL INC.
Phoenix, Arizona
50-99 employees
High-growth venture capital-backed companies turn to Trinity Capital (Trinity) as a preferred option for venture debt and equipment financing to fuel their growth and extend their runway. Since 2007, Trinity has worked closely with leading venture capital firms and their respective portfolio companies to offer valuable support, enhanced flexibility and competitive venture debt financing solutions to customers with distinctive needs. Having funded some of the world’s most innovative startup companies, Trinity is the partner of choice for venture-backed technology startups wanting an experienced partner to help strengthen their financial position while preserving equity. For more information, please visit www.trinitycap.com.
Retirement Benefits Rank
Top Benefits
TRAJAN WEALTH, LLC
TRAJAN WEALTH, LLC
Scottsdale, Arizona
50-99 employees
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As Registered Investment Advisors, we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on your options. Speak to our fiduciary advisors today or lean more at TrajanWealth.com.
Retirement Benefits Rank
Market Leading
BRIGHTSIDE BENEFIT INC.
BRIGHTSIDE BENEFIT INC.
Chandler, Arizona
All Size Average employees
Brightside created Financial Care, a new category in employee benefits. We’re on a mission to improve the financial health of the seven in 10 working families living paycheck to paycheck. How? By partnering with progressive employers who understand financial wellness is a critical pillar to the wellbeing of their employees – and their organization. We then combine behavioral science, technology, and care to meet employees where they are, in the moments that matter most, and support them in establishing financial comfort. Our (human) Financial Assistants get to know every person they serve, listening without judgment to help them understand and overcome their unique needs and barriers to financial health. All to ultimately stretch the paycheck, minimize stress, and maximize hope. Our difference? Providing Financial Care that leads to financial wellbeing.
Retirement Benefits Rank
Market Competitive
FIDUCIARY WISE, LLC
FIDUCIARY WISE, LLC
Gilbert, Arizona
50-99 employees
REGIONAL FAMILY MEDICINE, P.A. is a company based out of 630 BURNETT DRIVE, MOUNTAIN HOME, Arkansas, United States.
Retirement Benefits Rank
Market Laggard
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CALIBER SERVICES LLC
CALIBER SERVICES LLC
Scottsdale, Arizona
50-99 employees
Caliber invests in, manages and develops real estate in markets we know well. We do this as an alternative asset manager, providing private real estate investments and funds for accredited investors, investment advisors, broker-dealers, family offices, and institutional investors. Caliber operates an integrated group of businesses that enable it to create new investment funds and capitalize those opportunities through in-house fundraising. Caliber further has an in-house investment platform that enables it to discover potentially attractive and undervalued real estate, acquire it, develop it, construct it, and manage it for a profit. Caliber is a public company listed on Nasdaq, ticker symbol: CWD
Retirement Benefits Rank
Below Market
M.S. HOWELLS & CO.
M.S. HOWELLS & CO.
Scottsdale, Arizona
25-49 employees
M.S. Howells & Co. is a registered, full-service broker-dealer offering comprehensive solutions for financial professionals, specializing in Hybrid RIA, Prime Brokerage, and Professional Trade Desk Services. We are committed to offering an individualized, professional experience delivered by industry veterans whose focus is on your personal success. We are passionate about what we do and offer over 20 years of experience in the industry and a reputation built on integrity and trust. It is the core of our business model, and it reflects in everything we do. Securities are offered through M.S. Howells & Co., a registered broker/dealer and Member of FINRA/SIPC. Investment advisory services are offered through MSH Capital Advisors LLC (MSHCA), an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Insurance services are offered through MS Insentra LLC, an affiliate Insurance Marketing Organization (not member FINRA/SIPC). All entities listed are affiliated, and neither provides legal or tax advice. This site is published for residents of the United States only. Representatives of entities listed may only conduct business with residents of the states and jurisdictions they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at www.mshowells.com. Check the background of the firm on FINRA’s BrokerCheck at https://brokercheck.finra.org/firm/summary/104100
Retirement Benefits Rank
Market Competitive
SWISS AMERICA TRADING CORP.
SWISS AMERICA TRADING CORP.
Phoenix, Arizona
1-24 employees
Swiss America Trading Corp. was established in 1982 with one main goal...  To assist you in planning a portfolio of U.S. rare coins and precious metals which will help you to preserve your wealth.  The keys to success in U.S. rare coins and precious metals include; knowledge, timing, quality product and the selection of a well-established, financially sound and reputable firm. Whether you are an investor, collector, or financial planner, we are confident that you will find Swiss America to be unique in its depth of expertise and range of services. 
Retirement Benefits Rank
Market Competitive
ASHTON THOMAS PRIVATE WEALTH, LLC
ASHTON THOMAS PRIVATE WEALTH, LLC
Scottsdale, Arizona
50-99 employees
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona. Investment Advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Check the background of the investment firm on https://adviserinfo.sec.gov/.
Retirement Benefits Rank
Market Laggard
FFEC WEALTH PARTNERS, LLC
FFEC WEALTH PARTNERS, LLC
Scottsdale, Arizona
1-24 employees
As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing. Our experienced investment advisors work to design, implement and monitor portfolios that seek to achieve the lifestyle goals and objectives that you and your family desire now and in the future. Take a closer look at www.joinffec.com or email us at [email protected] Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of FFEC. We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on any social media site. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.
Retirement Benefits Rank
Market Laggard
CHRISTIAN BROTHERS PLUMBING CO.,
CHRISTIAN BROTHERS PLUMBING CO.,
Glendale, Arizona
1-24 employees
We are a full service plumbing, heating, air conditioning and electrical service company, providing the best quality products and repairs using the best tools technology has to offer you at an affordable price. Our Technicians are factory trained, background checked and drug tested. With our upfront pricing guarantee we charge by the job and not by the hour. Our trucks are stocked like rolling warehouses which allows us to get the job done quickly at competitive prices. Our technicians always wear shoe covers and roll out red carpets to protect your flooring. Established in 1976 Christian Brothers has been serving the Arizona's homes the past 40 years. We are always here to make your day better because we put the 'Customer' back in 'Customer Service'.
Retirement Benefits Rank
Market Laggard