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Showing 1 - 11 of 11 results
ASSEMI GROUP, INC.
ASSEMI GROUP, INC.
Fresno, California
51-200 employees
Assemi Group, Inc., is an industry leader in land acquisition, land development, home building, farming, medical education and aviation in Central California. At the heart of Assemi Group is the adherence to the highest ethical standards in each line of our businesses and the relationships we have built with our employees, clients, and within the community. Our integrity is the cornerstone of our ethos, and we believe it to be the foundation of our success. We utilize state-of-the-art technology to ensure data quality, business process efficiency, and operations and financial optimization through the use of computer science and analytics. With a wide variety of specialties in our group, we are always looking to recruit highly talented and motivated individuals to work in an environment that is both caring and gratifying. Assemi Group is proud to offer our employees a generous benefits package that includes competitive health, dental, vision, LTD/Life Insurance, childcare, wellness and retirement benefits. Our talented team consists of specialists in a wide array of positions, such as data analysts, software developers, staff accountants, business analysts and quality assurance specialists. We would like to attract new talent that is highly organized and pro-active with the abilities to fulfill commitments and build/maintain collaborative relationships to work effectively with others in a team setting.
Retirement Benefits Rank
Below Market
REGENCY INVESTMENT ADVISORS
REGENCY INVESTMENT ADVISORS
Fresno, California
11-50 employees
At Regency, we're dedicated to establishing and promoting the financial well-being of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future.
Retirement Benefits Rank
Market Leading
T. D. GROUP DBA THIESEN DUEKER FINANCIAL CONSULTING GROUP
T. D. GROUP DBA THIESEN DUEKER FINANCIAL CONSULTING GROUP
Fresno, California
11-50 employees
Thiesen Dueker is an independent financial consulting firm headquartered in Fresno, California with locations serving clients throughout the State. The company is known for its modern wealth management practices including the use of leading-edge financial smartware and a unique advisory-team approach to develop and evaluate financial plans for individuals. Thiesen Dueker and its team members also offer their time, talents, and treasures to benefit organizations that improve quality of life, from local sports teams to non-profit organizations helping children in need. Thiesen Dueker also offers 401(k) Specialists, a division of professionals dedicated to helping companies and their participating employees manage their 401(k) plans. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Thiesen Dueker Financial Consulting 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. 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
Below Market
PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC.
Fresno, California
1-10 employees
Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California’s Central Valley. Clients come to us for many reasons: Retirement Planning Investment Management Saving Income Taxes Estate, Gift, and Legacy Planning Cash Flow and Debt Management Together we tackle the issues and formulate a unique financial life plan.
Retirement Benefits Rank
Market Competitive
SAM ADVISORS, LLC
SAM ADVISORS, LLC
Oakhurst, California
1-10 employees
Sierra Asset Management (SAM) was formed in 1999 to provide superior portfolio management and financial planning services to discerning individuals, businesses and organizations. Sierra Asset Management (SAM) is a fiduciary that is independently owned and operated by experienced, hands-on portfolio managers. - U.S. Securities and Exchange Registered Investment Advisor. - Serving the greater Fresno Area and all of Central California. - Over 30 years of professional portfolio management experience. - We help you develop attainable investment goals and objectives. - We actively manage, monitor and rebalance your portfolio. - Highly personalized and focused attention to every client portfolio. - We do not sell any products or receive commissions. - Personalized annual reviews with clients. - Comprehensive performance reports mailed on a quarterly basis. - 24/7 account access to your portfolio through our website: www.SierraAM.com. - Consultants are available by appointment to meet with you throughout the year. Sierra Asset Management strives to provide superior portfolio management and financial planning solutions for our clients. We assist our clients in prioritizing and quantifying their financial objectives; setting realistic expectations; and implementing a disciplined investment and savings strategy to achieve those objectives.
Retirement Benefits Rank
Market Leading
PENNEY SICK, SOLE PROPRIETOR
PENNEY SICK, SOLE PROPRIETOR
Visalia, California
1-10 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Top Benefits
CAPITAL FINANCIAL SERVICES
CAPITAL FINANCIAL SERVICES
Fresno, California
1-10 employees
Capital Financial Global (CFGX) is a specialty finance company that provides asset-backed financing and loan advisory services. Unlike traditional banking models, CFGX helps organizations obtain needed liquidity by using an asset-backed approach rather than a traditional credit approach to originating new loans, buying and selling existing loans, and converting distressed collateral into cash or trade-able form. We are the preferred alternative to traditional bank financing. #CFGX
Retirement Benefits Rank
Top Benefits
CORNERSTONE FINANCIAL GROUP
CORNERSTONE FINANCIAL GROUP
Fresno, California
11-50 employees
Each person has different financial goals and insurance needs. We focus on providing independent, comprehensive investment advisory, and insurance service that is tailored to fit you. Insurance and investments go hand in hand more often than people realize. We take a holistic approach by looking at how these two areas impact each other and how they affect your overall financial health. We want to help you plan for tomorrow, today, so you can be protected and prepared when the unexpected happens. Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a Registered Investment Advisor. Vault Insurance & Investments, LLC, and BCM are independent of each other.
Retirement Benefits Rank
Below Market
FORD FINANCIAL GROUP LLC
FORD FINANCIAL GROUP LLC
Fresno, California
11-50 employees
Ford Financial Group is one of the region’s largest independent financial consulting firms and has a client-centric business model that always puts the interests of the client first. The firm’s salaried employees are not tied to quotas or the use of proprietary products. As a result, the firm’s goal is to provide all clients with total financial security and confidence. Since the firm’s inception in 1992, Ford Financial Group has experienced steady growth and manages brokerage and advisory assets through LPL Financial.The consultants of the Ford Financial Group are also affiliated with (NASDAQ: LPLA), the firm’s business model delivers the strength, experience and resources of a larger national firm with the personalized service and attention found in smaller boutique firms. Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC www.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 we are registered to do business, please visit www.fordfg.com.
Retirement Benefits Rank
Below Market
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CORNERSTONE ADVISORY GROUP, INC.
CORNERSTONE ADVISORY GROUP, INC.
Fresno, California
1-10 employees
Cornerstone Advisory Group was initially form as a consulting firm helping businesses with their benefit planning and infrastructure development. It now acts as the holding company for Cornerstone Benefits Consulting Group, Inc. and Cornerstone Business Development, Inc. Additional Areas Of Expertise: Compliance, Federal Compliance, Employee Benefits, Medical Benefits, Healthcare, Employee Retention, COBRA Compliance, Business Operations, Benefits Solutions, Benefits Packages, Growth Planning, Growth Strategy, Business Strategy, Streamlined Benefits
Retirement Benefits Rank
Below Market
RESILIENT WEALTH MANAGEMENT INC.
RESILIENT WEALTH MANAGEMENT INC.
Fresno, California
1-10 employees
Resilient Wealth Management is a boutique financial planning firm based in the Central Valley of CA. Our vision is to empower our clients and communities to remove the barriers of life and become fearless in pursuit of their goals and dreams. Operating in fear limits our gifts and talents. If we really stop to think about it, what are we most afraid of? Most would say failing. At Resilient Wealth Management, we realize in order to pursue our dreams, getting knocked down is just a part of life, but the real gift of being knocked down is facing our greatest fears. It is then we are presented with the choice, do we abort the mission or push through adversity? If aborting the mission is the appropriate choice; then perhaps the mission wasn’t appropriate in the first place. But when forced to push through adversity, we believe the adversity presents an opportunity. It’s an opportunity to push the limits of comfort and break the barriers to experience greatness! Being resilient is essential for almost every facet of life, especially when it comes to making sound financial decisions. Our hard earned finances are closely tied to our emotions and we understand sometimes fear of failure can override logic. Financial woes can seem insurmountable and often times, gives us tunnel vision leading us to make bad financial decisions. Our objective is clear and simple, to empower you to reach your highest goals through the removing of the limits set by fear by focusing on one of your greatest strengths- being resilient. “Nothing in the world is worth having or worth doing unless it means effort, pain, difficulty…. I have never in my life envied a human being who led an easy life….” Theodore Roosevelt Securities offered through Brandon Dixon-James as a registered representative of Royal Alliance Associates Inc., member FINRA/SIPC. Investment advisory services offered through NWF
Retirement Benefits Rank
Below Market
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