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Showing 1 - 12 of 25 results
TRI-AD ACTUARIES, INC.
TRI-AD ACTUARIES, INC.
Escondido, California
100-499 employees
TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for almost 50 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a "cookie cutter"​ benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around. TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.
Retirement Benefits Rank
Market Laggard
LIFETIME FINANCIAL ADVISORS, INC.
LIFETIME FINANCIAL ADVISORS, INC.
Encinitas, California
1-24 employees
Founded in 1980, Lifetime Financial Advisors (LFA) was created with the purpose of providing comprehensive financial planning and wealth management services to clients. LFA recognized the importance of providing ongoing and in-depth financial advice when financial planning was merely a seedling concept in the world of finance. LFA is committed to the original vision of providing a “lifetime” of service to clients and their families. Our team of competent advisors engage with clients individually to craft a plan for their money, life and legacy. Their experience and qualifications allow them to act as financial guides, helping clients pursue what matters most to them. Supporting our clients and advisors is our amazing LFA service team. Through a client-centered approach, we are committed to a high level of personable and responsive service. The financial consultants at Lifetime Financial Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, Inc., a Registered Investment Advisor and separate entity. The financial professionals associated with Lifetime Financial Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
LUCIA MANAGEMENT COMPANY, LLC
LUCIA MANAGEMENT COMPANY, LLC
San Diego, California
50-99 employees
Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, and MBA designations and degrees. Our organization, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Lucia Capital Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC https://www.sipc.org.
Retirement Benefits Rank
Below Market
KWB WEALTH
KWB WEALTH
Redlands, California
1-24 employees
KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. We don’t set minimums. And we don’t set maximums. The sky is our limit. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com.
Retirement Benefits Rank
Top Benefits
CINDERBLOCK CONSULTING SERVICES, INC
CINDERBLOCK CONSULTING SERVICES, INC
San Diego, California
1-24 employees
"קרביץ" הינה חברה מובילה, מהותיקות בישראל, המספקת ומפיצה מכשירי כתיבה, ציוד וריהוט משרדי, ציוד הקפי, אלקטרוניקה,מוצרי אומנות ומתנות. החברה מפעילה רשת קמעונאית של 68 חנויות בכל רחבי הארץ, ומערך הפצה עסקי המספק ציוד משרדי למעל 7,000 חברות, מוסדות ועסקים – מהגדולים במשק הישראלי. קורות חיים ניתן לשלוח לדוא"ל [email protected] 08-9246666 - פקס
Retirement Benefits Rank
Below Market
PAVIA FINANCIAL SERVICES, INC.
PAVIA FINANCIAL SERVICES, INC.
San Diego, California
1-24 employees
Pavia Financial Services is the parent company of Capital Loan Associates (www.cla1mortgage.com) and Teacher Consulting Group (www.tcgadvisor.com). Pavia Financial Services serves the Southern California educator market in both financial planning, specializing in asset management and retirement planning as well as offering home loans in California and Texas. NMLS #344836 Securities and Advisory services offered through GWN Securities, Inc. Registered Investment Advisor. 11440 N. Jog Rd. Palm Beach Gardens, FL. 33418 (561) 472-2700. Member FINRA/SIPC. Representative DBA and GWN Securities, Inc. are not-affiliated companies. This is not an official platform of GWN Securities, Inc. (GWN) or its affiliates. The profile may include links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through the representatives social media platform. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states
Retirement Benefits Rank
Top Benefits
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SPROTT GLOBAL RESOURCE INVESTMENTS
SPROTT GLOBAL RESOURCE INVESTMENTS
Carlsbad, California
50-99 employees
SPROTT ASSET MANAGEMENT USA INC. is a company based out of 1910 PALOMAR POINT WAY, CARLSBAD, California, United States.
Retirement Benefits Rank
Market Competitive
INTELLIGENCE DRIVEN ADVISERS, LLC
INTELLIGENCE DRIVEN ADVISERS, LLC
Carlsbad, California
1-24 employees
IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to thrive. As an independent firm with a truly open platform, we can search the globe for the best financial solutions for our clients. It's time to pursue better with Intelligence Driven Advisers.
Retirement Benefits Rank
Top Benefits
EQUITY AG FINANCIAL, INC
EQUITY AG FINANCIAL, INC
Carlsbad, California
25-49 employees
Equity Ag Financial Inc is a legal services company based out of 201 Lomas Santa Fe Dr, Solana Beach, California, United States.
Retirement Benefits Rank
Market Competitive
LINGHAM INVESTMENTS, INC.
LINGHAM INVESTMENTS, INC.
Poway, California
25-49 employees
As one of the largest states in the nation, California proudly celebrates its diversity— from its diverse geography to the diversity in the millions of people who call California “home.” Working to ensure the housing needs in such a large and varied state is no simple task, and California’s housing-affordability challenges are well-documented. The team at HCD takes these housing-affordability challenges seriously, to ensure Californians from all walks of life have safe, stable, and affordable places to call home, and broke down silos to engage in housing-related activities that benefit other issues Californians care about—from clean air and transportation to the general health and safety of all Californians. HCD remains focused on what works, while finding new opportunities to make the most efficient and most effective use of the public’s investment in programs that: • Increase the housing supply, keeping roofs over the heads of Californians. • Lift up neighborhoods by providing parks, sidewalks, bike paths, and other infrastructure necessary for healthy communities. • Protect the health and safety of Californians through building code enforcement and other inspection programs. • Connect people to the opportunities they need to live successful lives
Retirement Benefits Rank
Market Laggard
BETA WEALTH GROUP
BETA WEALTH GROUP
San Diego, California
1-24 employees
While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that’s precisely what we help our clients do: apply meticulous planning and rational, strategic decision-making to the pursuit of their lifelong financial goals. As advisors, we believe there is an intricate, elegant science to the management and preservation of significant wealth. So we adhere faithfully to proven principles and approach our work with an academic attention to detail.
Retirement Benefits Rank
Top Benefits
NAUTICA WEALTH ADVISORS, LLC
NAUTICA WEALTH ADVISORS, LLC
San Diego, California
1-24 employees
Providing Clients With Tools to Keep Focused The core service of our practice is Wealth Management. That is helping clients to organize, simplify and manage their financial resources. Our mission is to provide the very best service to our clients so that they can concentrate on the important issues in their lives—family time, travel, charitable work, career building, or higher education. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). Jayne Byrne, Michael Lerner, and Steven Lerner are licensed insurance brokers in CA. The financial professionals associated with Nautica Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: https://www.nauticawealthadvisors.com/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Competitive
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