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Showing 1 - 12 of 21 results
ALLWORTH FINANCIAL, LP
ALLWORTH FINANCIAL, LP
Folsom, California
500+ employees
Award-winning Allworth Financial is an education-based fiduciary investment management and comprehensive financial planning firm. For over three decades, Allworth has provided tens of thousands of clients nationwide with sound insights and personalized guidance about investing, estate planning, Social Security strategies, money-saving tax planning, retirement preparation, and more. HMRN Insurance Agency, LLC license #0D34087
Retirement Benefits Rank
Market Leading
LARSEN WURZEL & ASSOCIATES, INC.
LARSEN WURZEL & ASSOCIATES, INC.
Sacramento, California
1-24 employees
Larsen Wurzel & Associates, Inc. is an independent public finance and management consulting firm based in Sacramento, California. Our mission is to provide public finance, project management, and financial consulting services to public sector entities with the goal of efficiently and cost effectively implementing public improvements and services.
Retirement Benefits Rank
Below Market
VAN HULZEN ASSET MANAGEMENT, LLC
VAN HULZEN ASSET MANAGEMENT, LLC
El Dorado Hills, California
1-24 employees
Van Hulzen Financial Advisors is located in Sacramento CA is comprised of CFPs, financial advisors, retirement planners, and 401k advisors here to help you find financial success.
Retirement Benefits Rank
Market Leading
INTERLOC SOLUTIONS INC
INTERLOC SOLUTIONS INC
Folsom, California
50-99 employees
Interloc is 100% dedicated to helping clients realize the greatest potential from their IBM Maximo investment. Interloc an accredited IBM Platinum Business Partner with deep expertise and offerings in Maximo, application hosting, and our award-winning Mobile Informer solution. Interloc has been recognized multiple times for our consulting services practice excellence and our innovative, next generation mobility products for IBM Maximo, being named winner of three IBM Business Partner awards and multiple Reliabilityweb awards for Best Maximo Implementation and Best Maximo Mobility Solutions. Winner: 2013 ISM Library Solution Excellence 2012 Best of Show 2012 Smarter Planet for Asset Management Finalist 2014 Beacon Award for Mid-Sized Businesses 2013 Beacon Award for Optimizing the World's Infrastructure 2013 Best of Show 2013 Best Asset and Facilities Management Faster Maximo value with leading edge technology Taking Maximo business transformation to a whole new level with technology expertise. Interloc can harness Maximo for your industry requirements providing a complete range of award winning services: • Business transformation processes • IBM and Industry award winning services • Industry solutions • 24 x 7 support desk • Technical support tools • Implementation • GIS • ERP integration • Upgrades • Reports • Training • ACM • Linear • HS & E • Calibration Extending Maximo value with innovative solutions Solutions that make business sense. Every project. Every day. SCCD — Unify IT and Business Assets — Managed on one platform Mobility Solutions — Award-winning, next generation Mobile Informer and Interloc Mailer Industry Specific Answers– Award winning Oil & Gas and Transportation solutions Technical Tools — Smarter consulting practices — JUnit, Data Loader, Release Manager
Retirement Benefits Rank
Market Laggard
BAY AREA SOLUTIONS, INC. DBA CLEARPATH BUSINESS ADVISORS
BAY AREA SOLUTIONS, INC. DBA CLEARPATH BUSINESS ADVISORS
Pleasanton, California
1-24 employees
ClearPath Business Advisors is multi-faceted, high-end consulting & advisory firm delivering on our perspective that business owners should build a healthy, sellable business whether they plan to sell or not. And everything that builds a sellable business, creates a stronger business and a more balanced life for its leaders and teams. We are a team of seasoned, multidisciplinary business executives with finance, accounting, operations, sales, people strategy, hiring, and legal expertise. We strive to become a part of our client’s teams, working closely, and alongside business owners and their management teams. We are also a firm with a heart, guided by our core values in creating high value for our clients while delivering on our promise of being a different type of consulting & advisory firm. Ultimately, we just want to work with good people who could use our help. And have fun doing it.
Retirement Benefits Rank
Below Market
GASBER FINANCIAL ADVISORS, INC.
GASBER FINANCIAL ADVISORS, INC.
Folsom, California
1-24 employees
•Fee only financial planning •Establish, trade and reconcile client accounts •schedule, review and calculate retirement plan distributions
Retirement Benefits Rank
Top Benefits
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BROWN FINANCIAL SERVICES GROUP
BROWN FINANCIAL SERVICES GROUP
Sacramento, California
1-24 employees
Browns Financial Group is a design company based out of 1930 Del Paso Rd, Sacramento, CA, United States.
Retirement Benefits Rank
Market Leading
PELICAN VENTURES, LLC
PELICAN VENTURES, LLC
Livermore, California
25-49 employees
Boutique advisory firm hired by CEOs and Private Equity firms to complement executive teams to bring laser focus to planning and execution of strategic priorities, identifying risk analysis, investment options and a clear, measurable implementation path. Raime is adept at working with leaders to optimize P&L and Balance Sheets and identify and drive business improvements to create enterprise value. Key Areas of Focus include: - Strategic plan development and implementation - Organization optimization - Financial Planning and Analysis (FP&A) - Cashflow improvement - M&A strategy and due diligence
Retirement Benefits Rank
Top Benefits
CRANBROOK GROUP, INC.
CRANBROOK GROUP, INC.
Modesto, California
1-24 employees
-Coordinated Fire Extinguisher Training program with the Modesto Fire Department; arranged for training of 35 employees at no charge to the company-Gained skills in graphic design using multiple applications-Designed promotional materials and web pages incorporating digital photography-Assisted in establishing company policies regarding property standards and created a database of current building specifications-Demonstrated versatility and flexibility in completing a wide range of tasks related to various aspects of company operations including participating in onsite demolition activities and conducting research
Retirement Benefits Rank
Market Competitive
DACHTLER WEALTH MANAGEMENT LLC
DACHTLER WEALTH MANAGEMENT LLC
Folsom, California
1-24 employees
Since 1989, the Dachtler Wealth Management approach to delivering comprehensive financial services has always started and ended with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal strategies that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to keep you informed of economic news and appropriate tax law and estate planning rule updates. While we are not the largest company in the business, I promise, that you will not be treated as if we are either. I value old fashioned and time-honored traditions of courtesy, trust and respect. We are excited about the future and look forward to providing you with our highest level of personalized professional services. And as we said eariler, at Dachtler Wealth Management, clients come first!
Retirement Benefits Rank
Market Competitive
WEALTH MANAGEMENT ASSOCIATES
WEALTH MANAGEMENT ASSOCIATES
Pleasanton, California
1-24 employees
Wealth Management Associates (WMA) was founded in 1989 and over the years the business has grown into an organization focused on helping families and individuals to meet their financial goals. Our representatives offer personalized and comprehensive financial planning. Wealth Management Associates operates two offices in Northern California. Our headquarters is based in Pleasanton and we have a satellite offices in Folsom, California and in Denver, Colorado . Our representatives serve over 300 families with comprehensive financial planning services on an on-going basis. We also work with over 500 clients through other means including: financial planning, retirement planning, asset management, estate planning, and insurance analysis. As a company we strive to provide our clients with professional service on a personal level by using a variety of insurance and investment vehicles. Securities offered through Triad Advisors Member FINRA/SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., 868 E. Riverside Drive, Suite 200, Eagle, ID, an Independent Registered Investment Advisor. Continuum Advisory, LLC and Wealth Management Associates are not affiliated with Triad Advisors.
Retirement Benefits Rank
Top Benefits
AMERICAN RIVER WEALTH MANAGEMENT LLC
AMERICAN RIVER WEALTH MANAGEMENT LLC
Rancho Cordova, California
1-24 employees
Roderic Craig, Mike Mcdonald, Robert Christiansen and Rodney Spradlin along with tax professional Sid Norton joined forces this year to create American River Wealth Management. Each one of our advisers has at at least 20 years of experience. We have three locations to serve our clients. Our clients understand that working with us is a long-term partnership and that through honest, transparent communication, we can help them take control of their financial future. We take care of our clients’ financial lives so they can spend more time doing the things they love. Our investment strategies are personalized for each client depending on their situation and goals. Some questions we help our clients answer may be: When can I retire? What’s the risk in my investment portfolio? Can I afford to send my child to college? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Should I consider long-term care insurance? How can I create a steady stream of income that lasts through retirement? How can I get the most out of my 401(k) and/or IRAs? Our goal is to manage the money that our clients can’t afford to lose. We are a fiduciary firm, meaning that we always act with the clients’ best interests in mind. We aren’t concerned about making a sale as much as we are concerned about helping our clients succeed. By offering education, excellent customer service, and ongoing guidance, we seek to help them pursue financial independence. American River Wealth Management Main Office: 3100 Zinfandel Dr. Suite #280 Rancho Cordova, CA 95670 Phone: (916) 362-4107 X 5118 Cell: (916) 799-9738 Fax: (916) 362-7706 Reno Office: 1301 North McCarran Blvd. Suite #102 Sparks, NV 89431 Phone: (775) 359-3223 Fax: (775) 359-0787 Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA SIPC, Cetera is under separate ownership from any other named entity. , CA Insurance License#0B95690 NV #3237230
Retirement Benefits Rank
Below Market
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