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Showing 1 - 5 of 5 results
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH
Oceanside, California
500+ employees
The Economic Development Collaborative (EDC) helps create empowered business owners, connecting community partners and informing civic leaders in the greater Ventura and Santa Barbara County region. A regional public/private economic development organization, EDC is a California nonprofit corporation dedicated to creating a strong and healthy Ventura and Santa Barbara regional economy with a high quality of life and broadly shared opportunities through a variety of economic development approaches.
Retirement Benefits Rank
Below Market
MONTEREY FINANCIAL SERVICES, LLC
MONTEREY FINANCIAL SERVICES, LLC
Oceanside, California
50-99 employees
Monterey Financial Services is a full service receivables management and finance company that tailors to the specific needs of your business. Factoring in Monterey’s broad spectrum of services across numerous industries allows our clients to find assistance in unique markets. Our financial management solutions are built to nurture the entire life cycle of receivables including document generation, payment processing, back end recovery services, and full accounting reports available 24/7. Our financial service providers work in concert to provide optimal results whether you bundle all of our services or just utilize those that fit your specific needs. Monterey's services include Consumer Financing Programs, professional Loan Servicing and Debt Recovery Solutions. In addition to these financial management solutions, Monterey offers the opportunity to work as a registered broker in alternative financing. Monterey's mission statement: To empower every business with the ability to optimize their sales growth and cash recovery. Monterey Financial Services has forged a reputation for unparalleled customer service, developing tailor-made capital solutions for businesses selling products and services to consumers. Solutions are built to fit clients’ requirements, whether they bundle Monterey services together or use what appeals to their specific needs. With industry-leading results, Monterey remains committed to combining the best technology with its talented staff to achieve a primary objective for its clients to optimize portfolio performance.
Retirement Benefits Rank
Below Market
MARLIN MANAGEMENT COMPANY, LLC
MARLIN MANAGEMENT COMPANY, LLC
Hermosa Beach, California
50-99 employees
Marlin Equity Partners is a global investment firm with approximately $9 billion in capital commitments. The firm is focused on providing corporate parents, shareholders and other stakeholders with tailored solutions that meet their business and liquidity needs. Marlin invests in businesses across multiple industries where its capital base, industry relationships and extensive network of operational resources significantly strengthen a company’s outlook and enhance value. Since its inception, Marlin, through its group of funds and related companies, has successfully completed over 200 acquisitions. The firm is headquartered in Los Angeles, California with an additional office in London.
Retirement Benefits Rank
Market Competitive
LORENZ FIDUCIARY SERVICES, INC.
LORENZ FIDUCIARY SERVICES, INC.
Temecula, California
1-24 employees
Founded in 1975, Lorenz Private Trustees is a Corporation in San Diego County, California. Each of our Fiduciaries serve as: Trustee • Executor • Agent for Finance • Agent for Health Care Clay B. Spiegel, CPA Marguerite C. Lorenz, CTFA, CLPF Noah Benton, Esq, CLPF Joseph McMackin, CLPF Ryan Shumacher, Esq We do not write Estate Plans, we implement them. Unlike Banks or Trust Companies, we do not sell any financial products. Our duty is to consider your intent first, as it is expressed in your written Estate Plan, then to follow the Probate Code, as you are the First Beneficiary of your Trust. We must also consider your beneficiaries in the process. Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony. One of 3 events trigger your Succession plan: Resignation (when you resign as Trustee of your Trust), Incapacity (your Trust document will specify how this is determined), or Death. This is when your Successor Trustee goes to work, fulfilling your plan and following your wishes. We feel it is so important to get acquainted and to keep up to date with you, that we charge nothing for our first meeting with you. To learn more, please visit our website, www.MyTrustee.net or call us at 877-630-8448
Retirement Benefits Rank
Market Laggard
ELLIS FINANCIAL GROUP, INC.
ELLIS FINANCIAL GROUP, INC.
San Diego, California
1-24 employees
Financial Planner primarily representing clients across the western part of the US, Florida and Hawaii. We work with families and individuals of all ages. Please feel free to reach out for more information.
Retirement Benefits Rank
Market Leading
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