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Showing 1 - 12 of 13 results
DAVIS SELECTED ADVISERS, L.P.
DAVIS SELECTED ADVISERS, L.P.
Tucson, Arizona
100-499 employees
Davis Selected Advisers Lp is a financial services company based out of 609 5th Ave Fl 11, New York, New York, United States.
Retirement Benefits Rank
Top Benefits
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
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
UNDERHILL FINANCIAL ADVISORS, LLC
UNDERHILL FINANCIAL ADVISORS, LLC
Tucson, Arizona
1-24 employees
From wealth building to estate planning, our comprehensive services are designed to enrich our clients’ lives by helping them pursue financial freedom.At Underhill Financial Advisors, LLC, we’re dedicated to providing every client with the individualized attention needed to plan and work toward their financial goals.
Retirement Benefits Rank
Market Leading
GR FINANCIAL GROUP, LLC
GR FINANCIAL GROUP, LLC
Tucson, Arizona
1-24 employees
www.gr-financialgroup.com
Retirement Benefits Rank
Top Benefits
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
Top Benefits
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BURK, HALL, & CO.
BURK, HALL, & CO.
Tucson, Arizona
1-24 employees
BURK, HALL, & CO. is an investment management company based out of 3945 E PARADISE FALLS DR STE 261, TUCSON, Arizona, United States.
Retirement Benefits Rank
Market Leading
SSSONG INVESTMENT CORP. DBA CATALINA MECHANICAL CONTRACTING
SSSONG INVESTMENT CORP. DBA CATALINA MECHANICAL CONTRACTING
Tucson, Arizona
25-49 employees
Established on May 5th, 1995, State Development & Investment Corporation (SDIC) is a state-owned investment holding company approved by State Council and one of the key SOEs under direct management of the central government. It has a registered capital of 19.47 billion RMB yuan and total assets of 280 billion RMB yuan. By the end of 2013, it had total assets of 348.1 billion RMB yuan, a workforce of 80,000. In 2013, it had an operational revenue of 98.6 billion RMB yuan, profit of 11.5 billion RMB yuan. SDIC was ranked among Top-class enterprises in the annual performance assessments by State-owned Assets Supervision and Administration Commission of the Chinese State Council (SASAC) for ten consecutive years and was awarded the title Excellently-Performing Enterprise for three periods. A parent-subsidiary corporate management system is exercised in SDIC, with Mr. Wang Huisheng as the Chairman of the Board and Mr. Feng Shidong as the President. In its headquarters there are 15 functional departments, SDIC Party Committee and the Office of State-owned Assets Investment Committee under China Investment Association. In total, there are 11 wholly-owned subsidiaries, 12 controlled subsidiaries and 172 third tier or above subsidiaries wholly-owned or controlled by SDIC. SDIC has 7 listed companies, i.e. SDIC Power Holding Co., Ltd. (share code: 600886), SDIC Xinji Energy Co., Ltd. (601918), SDIC Zhonglu Fruit Juice Co., Ltd. (600962), Sinotex Investment & Development Co., Ltd. (600061) and China National Complete Plant Import & Export Co., Ltd. (000151), Hualien International (00969.HK), Zhongxin Fruit(5EG/SGX). These listed companies have built a good SDIC brand name in the Chinese capital market.
Retirement Benefits Rank
Market Laggard
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
HALLMARK FINANCIAL, LLC
HALLMARK FINANCIAL, LLC
Tucson, Arizona
1-24 employees
Hallmark Financial is an independently owned financial consulting firm with more than 35 years of dedicated personalized service to our clients. Because we are an independent firm, we have no obligation to sell proprietary products or services. This freedom allows us to be openly selective in offering only those investment products and services that we believe are best suited to help address your financial objectives and goals. When you work with an independent financial consultant, YOUR goals are primary, instead of the “one-size-fits-all” strategy that is profitable to large brokerage firms. We offer you timely, objective investment advice, and promise to do so with the highest level of integrity and service. Securities and advisory services offered through Cetera Advisors 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 Leading
COMMUNITY INVESTMENT CORPORATION
COMMUNITY INVESTMENT CORPORATION
Tucson, Arizona
1-24 employees
Community Investment Corporation (CIC) is a nonprofit dedicated to the financial empowerment of Pima County and the surrounding area since 1996. We give the members of our community, who are shut out of and left behind in our economy, access to the knowledge and financing they need to pursue new opportunities. Committed to expanding economic opportunities, we pursue three distinct program areas that are foundational to individual and community well-being: • HOUSING: Helping aspiring homeowners through tax credits and down payment assistance. • ENTREPRENEURSHIP: Providing much needed financing to small businesses and nonprofits, as well as, introducing innovative systems to promote private investment in early stage businesses. • EDUCATION: Assisting schools with access to capital, bond compliance, and family engagement CIC unlocks the door to prosperity for all members of our community to meaningfully participate in our powerful but imperfect capitalist economic system and reclaim the American Dream. WE KNOW YOUR WORTH The System May Not Recognize Your Value, But We Do. Our goal is to promote economic inclusion for all members of southern Arizona, regardless of socioeconomic status. We will achieve it by leveraging our financial and knowledge capital into the areas of our local economy where expansion of access is desperately needed. Specifically, our work ensures that more people in our community can buy homes, can access the education they want for their children, and can get the funding they need to start, sustain, and grow their small businesses. The guiding principle we live by is: Nobody who has the desire and diligence to participate in our economy should ever be on the outside looking in.
Retirement Benefits Rank
Market Laggard