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Showing 1 - 12 of 27 results
TCI WEALTH ADVISORS, INC
TCI WEALTH ADVISORS, INC
Tucson, Arizona
100-499 employees
TCI Wealth Advisors is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Denver and nearly $3 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. To learn more about TCI, visit www.tciwealth.com.
Retirement Benefits Rank
Market Competitive
WATTS GWILLIAM & CO., LLC
WATTS GWILLIAM & CO., LLC
Gilbert, Arizona
1-24 employees
Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.
Retirement Benefits Rank
Top Benefits
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
GENEVA FINANCIAL, LLC
GENEVA FINANCIAL, LLC
Chandler, Arizona
100-499 employees
Geneva Financial has doubled down on the “Human” experience; which starts with the Originator. The competition is currently going to great lengths to automate the originator out of the mortgage process, leaving the most important personal financial decision to the fate of robots and unlicensed order takers. Geneva Financial, LLC’s mission is to invest in the best customer service experience at the hands of professional, licensed, loan consultants. This is our vision, our goal, and our burning desire. We will continue to pay the best in business, the highest compensation in the industry while offering the most loan programs at a very competitive price. Paying 250 BPS+ since 2007. Not only is it sustainable, it is the right thing to do. Geneva Financial, LLC is a Direct Mortgage Banker. NOW HIRING BRANCH MANAGERS AND LOAN ORIGINATORS IN 43 STATES & GROWING AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IA, IN, KA, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI Corporate Address: 180 S. Arizona Ave, Ste 310 Chandler, AZ 85225 NMLS 42056 BK 0910215 www.genevafi.com Geneva Financial LLC NMLS #42056 is an Equal Opportunity Lender and Equal Housing Lender.
Retirement Benefits Rank
Market Laggard
BLEASE FINANCIAL SERVICES, INC.
BLEASE FINANCIAL SERVICES, INC.
Tucson, Arizona
1-24 employees
BLEASE FINANCIAL SERVICES, INC. is a financial services company based out of 7374 N. LA CHOLLA BLVD. TUCSON, Arizona, United States.
Retirement Benefits Rank
Market Leading
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BILTMORE WEALTH MANAGEMENT, L.L.C.
BILTMORE WEALTH MANAGEMENT, L.L.C.
Tempe, Arizona
1-24 employees
BILTMORE WEALTH MANAGEMENT, L.L.C. is a Registered Investment Advisor based in Tempe, Arizona.
Retirement Benefits Rank
Market Leading
IRONWOOD WEALTH MANAGEMENT, LLC
IRONWOOD WEALTH MANAGEMENT, LLC
Chandler, Arizona
1-24 employees
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg"​ into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.
Retirement Benefits Rank
Market Leading
WEALTH MANAGEMENT PARTNERS
WEALTH MANAGEMENT PARTNERS
Tucson, Arizona
1-24 employees
At Wealth Management Partners our team’s goal is to provide personalized investment management and estate planning solutions to individuals, families, executives and businesses. We are dedicated to help preserve and manage our clients’ wealth. We work as a team to offer a refined approach to wealth management solutions specializing in: * Financial Planning * Retirement Planning * Portfolio Management * Estate Planning * Risk Management * Insurance Planning The advisors at Wealth Management Partners are centered around helping our clients achieve their goals of financial success through customized strategies. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Wealth Management Partner’s LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Market Leading
CAPITAL STRATEGIES GROUP, LLC
CAPITAL STRATEGIES GROUP, LLC
Tempe, Arizona
1-24 employees
The demands of everyday life often leave many working tirelessly for a paycheck, but lacking the time to prioritize spending, saving, debt payoff, and investing for the future. For modern professionals like you, there's more to life than work. You want the freedom to spend quality time with your loved ones, explore new experiences, and have a career that truly fulfills you. It's time to break free from the constraints of traditional financial planning and embrace a new approach that will help you build wealth and live life on your own terms. ➡️Are you tired of feeling trapped in a job that doesn't bring you joy? ➡️Do you long for more time with your family and the ability to pursue your passions? ➡️Are you ready to take control of your financial future and create a life of abundance? Achieve Financial Success with Our Tailored Financial Planning Services ✅Get a customized plan to build wealth and independence ✅Stop money from slipping through your fingers with tax mitigation strategies ✅Retire earlier than you ever imagined And what happens if you just do nothing? If you continue down the same path, working tirelessly for a paycheck that barely covers your expenses, you'll miss out on precious moments with your loved ones. You'll be stuck in a job that drains your energy and leaves you feeling unfulfilled. And worst of all, you'll never experience the true freedom and abundance that comes from having a tailored financial plan designed to maximize your wealth. Don't let another day go by without taking action. Contact me for a complimentary, no-pressure consultation. Your dream life is waiting for you!
Retirement Benefits Rank
Below Market
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
Tucson, Arizona
1-24 employees
Raskob Kambourian Financial Advisors is an independent, fee-only comprehensive financial advisory firm registered with the Securities and Exchange Commission. We offer expertise, competitive pricing, and personalized financial services to meet your “Life Planning” needs. With a focus on Life Planning, the RK Team: Assists you in making prudent Financial Decisions Watches over your Investments Helps you plan for your Retirement Optimizes your Estate Plan Offers access to Trust Services (National Advisors Trust Company) Guides your plan to minimize State and Federal Taxes Provides Pension Plan set-up and management (up to 25 employees)
Retirement Benefits Rank
Market Laggard
GREENBERG FINANCIAL GROUP
GREENBERG FINANCIAL GROUP
Tucson, Arizona
1-24 employees
Greenberg Financial Group is both a Registered Investment Advisory and Retail Broker / Dealer in Tucson, Arizona. We specialize in portfolio management & advisory services and are located at 4511 N. Campbell Ave. Suite # 255. https://pico.link/greenbergfinancialgroup Established in 1988 we were formally known as Greenberg Nehls & Co. In 2001 our current name was adopted. The company offers the following services to our customers: investment advice and consultation, portfolio management, portfolio advisory, and educational activities. Our goal is to get to know our clients, determine their financial goals and risk tolerance, and to develop a portfolio that will help them achieve their needs. At Greenberg Financial our client’s satisfaction is the #1 priority.
Retirement Benefits Rank
Market Competitive