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Showing 1 - 12 of 32 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
SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC.
Vacaville, California
1-24 employees
Vacaville, California is located in northern Solano County, midway between San Francisco and Sacramento. The City's rich history has transformed the community from a small agricultural town into a thriving and progressive city; now a diverse population of 100,000 residents who pride themselves on a high level of community involvement. While the City’s population history and demographics show its rapid growth, Vacaville had maintained its small town charm. Affordable housing, quality schools, a wide array of youth activities, and numerous community events contribute to making Vacaville a family-oriented city. Residents of all ages participate in organized sports leagues year-round. There are also high quality recreation programs for all ages, and state-of-the-art public recreation facilities, including a community pool with water slides and a diving well, ball fields, and a skateboard park. Numerous community events throughout the year provide fun for the entire family, including the annual Fiesta Days and Fourth of July celebrations, concerts during the summer at the downtown Creekwalk, and the “Merriment on Main” festivities during the holiday season. With Vacaville’s central location, residents can “day trip” to beaches, Lake Tahoe, and the Napa wine country. For those who want to stay local, Lagoon Valley Park provides the opportunity to fish, hike, and sail in a scenic, natural setting. Other options include enjoying the downtown with a stroll along the beautiful Creekwalk, catching a movie, or hitting the ice at the skating center. Residents and visitors enjoy an expanding choice of restaurants in the revitalized, historic downtown, and some of the best shopping in the area with a thriving retail district along Interstate 80 that includes one of the largest factory outlet complexes in California. Go to CityofVacaville.gov/SMP for our Social Media Policy.
Retirement Benefits Rank
Top Benefits
SCB VENTURES, LLC
SCB VENTURES, LLC
Roseville, California
25-49 employees
At SC Ventures, we are an independent sponsor, investor, management executives, and Board Directors to companies in need of renewal and growth strategies, with a specific focus on B2B companies where technology can aid in greater efficiency. We bring insight into culture and process as part of our effort to transform businesses and recognize that operational revitalization begins with a combination of people and capital. Some of our activities include: • Interim President of Patient Planning Services, a healthcare software business providing psychosocial solutions to healthcare clients nationwide, including Mt. Sinai, Rocky Mountain Cancer Centers, and Memorial Sloan Kettering. Leading operational turnaround, growth strategy into new products, and selection of a permanent CEO. Brought in by the Board. • Advisor to the Board of Sellas Life Sciences Group, a clinical stage drug development company. Led operational processes during the company’s reverse merger and helped set up the public company Board of Directors, including hiring of CFO, General Counsel, and investment management firm. Brought in by major shareholder in Europe. • Portfolio Manager for Patriarch Partners, a $4B distressed private equity firm. Oversaw 8 companies in the portfolio in the consumer products and manufacturing sectors. Directed operational strategy in the interest of the primary secured creditor for each company. • Consultant to the United States Army merger of $3.5B program of record with similarly sized program at the Navy. Managed teams that included program, contract, logistics, and technology management for products deployed in over 170 countries. • Investor and manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers, including the California Highway Patrol, Safeway, Rite Aid, and Wells Fargo. Delivered 100% revenue growth, over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.
Retirement Benefits Rank
Top Benefits
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
Market Leading
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
PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT
Granite Bay, California
1-24 employees
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Roseville, California, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.
Retirement Benefits Rank
Market Leading
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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
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
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
ST. CLAIR FINANCIAL
ST. CLAIR FINANCIAL
Roseville, California
1-24 employees
Clair Financial is a company based out of ROSEVILLE, CA, United States.
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
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