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Showing 1 - 12 of 31 results
STEWARD FINANCIAL HOLDINGS INC.
STEWARD FINANCIAL HOLDINGS INC.
Springfield, Missouri
50-99 employees
Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently. We define our role as advocates on behalf of businesses and families who require highly personalized financial and advisory services. As a result, we have become a leader in corporate benefits and financial services by going: Beyond what you would expect Beyond what you are used to Beyond what everyone else offers
Retirement Benefits Rank
Market Leading
WHISENHUNT INVESTMENT GROUP, LLC
WHISENHUNT INVESTMENT GROUP, LLC
Little Rock, Arkansas
1-24 employees
Whisinvest Realty develops communities that are growing, thriving and sustainable. Unlike other commercial developers, Whisinvest Realty is focused on investing in high-quality, long-term holdings, building relationships with our commercial partners and ensuring that everything we develop is designed to enhance the surrounding area.
Retirement Benefits Rank
Top Benefits
MCVEAN TRADING AND INVESTMENTS, LLC
MCVEAN TRADING AND INVESTMENTS, LLC
Memphis, Tennessee
25-49 employees
mcvean is a financial services company based out of 850 Ridge Lake Blvd, Memphis, TN, United States.
Retirement Benefits Rank
Market Competitive
GREENWOOD GEARHART INC.
GREENWOOD GEARHART INC.
Fayetteville, Arkansas
1-24 employees
Fiduciary - Investments - Financial Planning The peace of mind to invest confidently.
Retirement Benefits Rank
Market Competitive
MASCAGNI WEALTH MANAGEMENT
MASCAGNI WEALTH MANAGEMENT
Clinton, Mississippi
1-24 employees
We are financial and investment planning professionals who can help you anticipate and navigate life changes. When facing a major change—retirement, the loss of a spouse, divorce, caring for a parent, a business sale, or other life changes—we all need guidance. Everyone’s situation is different. Which is why the financial planners at Mascagni Wealth Management get to know each of our clients and their families on a personal level. We help guide you to your personal financial goals by seeking to understand you as well as the concerns and plans you have for your money. An independent firm, we work only for our clients and no one else—which means we are not driven to sell products. We are driven by a genuine desire to help people navigate their financial futures. Let Mascagni Wealth Management get to know you.
Retirement Benefits Rank
Market Leading
RON PENNEY & ASSOCIATES
RON PENNEY & ASSOCIATES
Springfield, Missouri
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Market Leading
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WESTCHESTER ASSETS COMPANY LTD.
WESTCHESTER ASSETS COMPANY LTD.
Marshall, Texas
1-24 employees
Westchester Assets Co is an airlines/aviation company based out of 300 W Austin St, Marshall, Texas, United States.
Retirement Benefits Rank
Below Market
SLAUGHTER & ASSOCIATES PLLC
SLAUGHTER & ASSOCIATES PLLC
Oxford, Mississippi
1-24 employees
SLAUGHTER & ASSOCIATES PLLC is a company based out of 604 S 16TH STREET P.O. BOX 2401, OXFORD, Mississippi, United States.
Retirement Benefits Rank
Market Leading
MAGNOLIA CAPITAL ADVISORS LLC
MAGNOLIA CAPITAL ADVISORS LLC
Jackson, Mississippi
1-24 employees
MAGNOLIA DATA SOLUTIONS LLC is a company based out of 160 FAIRBANKS ST, JACKSON, Mississippi, United States.
Retirement Benefits Rank
Market Competitive
ADDITIVE ADVISORY PBC
ADDITIVE ADVISORY PBC
Memphis, Tennessee
1-24 employees
Additive Advisory PBC is an SEC-Registered Investment Advisor that represents over 75 years of combined investment experience. Additive's mission is to apply our decades-developed experience in risk management and financial services operational efficiency to enable our partners to deliver a better end-to-end solution to their clients. Areas of Focus Additive works with sophisticated investors on a fully customized basis, offering expertise and, as relevant, infrastructure in the below areas: - Alternatives Investment Management: Additive is the investment manager for an onshore domestic partnership focused on investing in value-oriented (primarily) equity positions on a concentrated basis. - Hedge Fund Operations: Additive has partnered with investment managers, where Additive has full responsibility for the operations vertical of a fund structure. Additive has experience launching both domestic-only and Cayman master-feeder vehicles. - Fund Structure Optimization: Additive offers consulting services to clients to assist in reviewing and possibly enacting changes to help optimize fund structures. - Derivatives-Centric Customized Solutions: Additive assesses overall portfolios and/ or single-concentrated positions to develop, propose, and implement derivatives-based solutions to assist managers in alleviating or mitigating discrete portfolio exposures. - Principal Investment: Additive and its members continually evaluate various opportunities to commit capital or provide financing for projects, companies, and funds. As a Public Benefit Corporation (PBC), we strive “to increase the flow of capital to charitable organizations … focused on the area surrounding Memphis, TN, which serve underprivileged constituencies of that community.” We are very proud to annually commit to serving our community through various charitable organizations that help make our home city a better place.
Retirement Benefits Rank
Market Laggard
APTUS FINANCIAL
APTUS FINANCIAL
Little Rock, Arkansas
1-24 employees
Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the country. Aptus also delivers high-impact corporate financial wellness programs and retirement plans for employers, primarily large healthcare service providers.
Retirement Benefits Rank
Market Leading
BARRY M CORKERN ADVISORY SER, INC.
BARRY M CORKERN ADVISORY SER, INC.
Little Rock, Arkansas
1-24 employees
Barry M. Corkern & Co., Inc. is a registered investment advisor with the SEC. For more than 40 years, Barry M. Corkern, CFP®, AIFA® has guided individuals, multiple generations of the same family, business owners, endowments, foundations and retirement plans to make profound impact on their financial decisions and planning. With longer experience in fee-based wealth management than any other Arkansas wealth manager, Barry provides expert, timely and strategic information to a select group of clients with complex financial needs. His clients reside in 12 states.
Retirement Benefits Rank
Market Leading