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Showing 1 - 12 of 24 results
STRETTO
STRETTO
Irvine, California
100-499 employees
Stretto delivers a full spectrum of case-management services, depository solutions, loan-modification services, and technology tools to fiduciaries and legal professionals. Offering a comprehensive suite of corporate-restructuring, consumer-bankruptcy, and debt resolution capabilities, along with multi-faceted deposit and disbursement services, Stretto provides an unparalleled portfolio of solutions under the executive leadership of industry veterans Eric Kurtzman and Jonathan Carson. Sitting at the center of the bankruptcy ecosystem, Stretto leverages deep-industry expertise and market insights to facilitate every aspect of case and cash management for its corporate-restructuring and consumer-bankruptcy clients, as well as fiduciaries and other industry professionals. “Stretto” is a musical term indicating when one voice picks up where another leaves off, and, as our name implies, Stretto seamlessly integrates streamlined workflows and best-in-class technology to orchestrate the case-management process and create harmony for professionals and their teams.
Retirement Benefits Rank
Market Competitive
SHAH & ASSOCIATES
SHAH & ASSOCIATES
Chino Hills, California
1-24 employees
GRANITE FINANCIAL MANAGEMENT LIMITED is a financial services company based out of 122 FEERING HILL FEERING, COLCHESTER, ESSEX, United Kingdom.
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
FIRST NATIONAL CAPITAL CORPORATI
FIRST NATIONAL CAPITAL CORPORATI
Irvine, California
50-99 employees
Going beyond the limitations of traditional lending to get your deal done. Nearly $4B in equipment, technology, and project funding for mid-sized and large companies and growing.
Retirement Benefits Rank
Market Competitive
VINCI BRANDS LLC
VINCI BRANDS LLC
Tustin, California
100-499 employees
Founded in 2009, Armor Capital is a financial advisory boutique based in Hong-Kong and Paris. The firm provides corporate finance services to mid-cap companies based in Asia Pacific and EMEA. Armor Capital specializes in cross-border M&A, company valuation, fundraising (equity and debt), and strategic consulting. Our three partners, Guillaume Caillet, Jean Giorgis and Alain Ghiretti combine 60 years of experience in EMEA and Asia Pacific. With strong local knowledge and contacts in the key global economies, we help business owners to manage the ever-changing and increasingly competitive economic landscape. Our team places a high value of the enduring nature of the relationships with our clients, partners and investors, including taking a financial position in a client company. Email us: [email protected]
Retirement Benefits Rank
Market Competitive
SYNDICATED CAPITAL, INC.
SYNDICATED CAPITAL, INC.
Diamond Bar, California
1-24 employees
We are a boutique broker-dealer that services independent registered representatives and registered investment advisors with branch locations throughout the country. Client assets are held through Pershing LLC as custodian, a leader in the global financial industry, based in Jersey City, New Jersey. Member FINRA/SIPC
Retirement Benefits Rank
Top Benefits
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FINANCIAL MANAGEMENT NETWORK, INC.
FINANCIAL MANAGEMENT NETWORK, INC.
Mission Viejo, California
All Size Average employees
www.fmncc.com
Retirement Benefits Rank
Top Benefits
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
Ontario, California
50-99 employees
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Retirement Benefits Rank
Market Leading
MORNINGSIDE COMMUNITY ASSOCIATION
MORNINGSIDE COMMUNITY ASSOCIATION
Rancho Mirage, California
25-49 employees
The Club at Morningside is a company based out of 39033 Morningside Dr, Rancho Mirage, CA, United States.
Retirement Benefits Rank
Below Market
PACIFICO ENERGY GROUP, LLC
PACIFICO ENERGY GROUP, LLC
San Juan Capistrano, California
25-49 employees
Pacifico Power’s mission is to deliver the energy of the future and help customers become less reliant on traditional utilities. By providing customized renewable energy generation coupled with energy storage, we help businesses and property owners become energy independent, reduce energy costs and increase property values. The Pacifico Power team has been developing renewable power projects globally for over a decade, with experience in designing, contracting, permitting, consulting, interconnection, energy trading, and financing. Our professional team and network of partners are supported by investors who reinforce the enterprise and enable us to confidently deliver value to our customers.
Retirement Benefits Rank
Below Market
WEALTH PLANNING GROUP
WEALTH PLANNING GROUP
Irvine, California
1-24 employees
Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients. While the organization is relatively new, Karl and Rob have a long-standing relationship working together for over 20 years. Building their businesses together, Karl and Rob worked closely together in partnership while at a national financial planning firm. Recognizing the demands of their clients’ needs, they decided to transition their business to a fee based model with an Independent firm. Karl and Robert are now backed by LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC FINRA.org / SIPC.org 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. For a list of states in which I am/we are registered to do business, please visit www.WealthPlanOC.com
Retirement Benefits Rank
Below Market
MONTAGE FINANCIAL GROUP
MONTAGE FINANCIAL GROUP
San Juan Capistrano, California
1-24 employees
Montage Financial Group, Inc. specializes in risk-managed insurance investments called Life Settlements. A Life Settlement is a lump sum cash settlement paid to an insurance policy holder in exchange for contract ownership rights. If you are an accredited or institutional investor, we would enjoy the opportunity to meet with you and explore the option of adding this alternative strategy to your investment portfolio. If you are a policy owner and struggling to afford your premiums or have a policy which no longer meets your needs, we encourage you to locate a licensed representative and find out if you are a candidate for a life settlement. Founded in 2002, Montage is an seasoned settlement provider; having facilitated several billion dollars in Life Settlement transactions.
Retirement Benefits Rank
Market Laggard
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