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Showing 1 - 12 of 49 results
SPEO, LLC
SPEO, LLC
Glastonbury, Connecticut
50-99 employees
The Spero Group, LLC is a comprehensive detox and behavioral health management company. We provide full service detox management solutions to hospitals and related health care partners across the United States. The Spero Group manages state of the art detox centers staffed with trained social workers, marketers, and specialized technicians. Our purpose is to partner with hospitals and other providers in order to deliver patient care with the highest level of clinical excellence to an underserved yet growing patient population. Our clients can now provide local options for pre-treatment stabilization to individuals and families facing substance use issues. The Spero Group is determined to deliver the most effective treatment pathways for our client’s patients and share our knowledge across our provider base nationwide.
Retirement Benefits Rank
Below Market
FIERSTON FINANCIAL GROUP, INC.
FIERSTON FINANCIAL GROUP, INC.
West Hartford, Connecticut
1-24 employees
As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice. Everything begins with the client and what they want to accomplish in life. With this future in mind, we work to empower our clients to embrace the most meaningful opportunities in life feeling confident and supported.
Retirement Benefits Rank
Top Benefits
PEAK FINANCIAL MANAGEMENT, INC.
PEAK FINANCIAL MANAGEMENT, INC.
Wellesley, Massachusetts
1-24 employees
WE SEE THE DIFFERENCE You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from the crowd and create a wealth management plan that’s just as unique. BRING US YOUR CHALLENGES: WE'RE READY. As a fee-only registered investment advisor for more than two decades, it has been our privilege to work with hundreds of individuals and families across New England and beyond. While we have grown considerably over time, our goal has never been to become big. We value the close personal relationships we are able to develop with our clients; we think of them as our extended family. It is gratifying when clients call us for advice, referrals or just someone to talk to during an uncertain time. We understand how confusing and time-consuming it can be to manage financial decisions. We work hard to relieve our clients of that burden, freeing their time and energy for career, family and personal interests. We make wealth management our full-time job so you don’t have to. – The Peak Financial Management Team
Retirement Benefits Rank
Top Benefits
LORING FINANCIAL PLANNING & INVESTMENTS, INC.
LORING FINANCIAL PLANNING & INVESTMENTS, INC.
Greenville, Rhode Island
1-24 employees
Navigating life’s twists and turns is challenging so partner with an expert and get Financial Advice for Life®. Our belief is the foundation for a successful journey begins with establishing long-lasting relationships built on trust and expertise that will guide you through the noise and confusion and get you to your destination – a comfortable, confident lifestyle. At Loring Advisory Group we have a comprehensive technique for assessing your financial situation in order to help maximize your financial efficiency. This not only includes your investments, but many other facets of your finances that tend to be overlooked. With your future goals in mind, we will develop a strategy that help ensures you and you loved ones are protected and well on your way to maintaining your financial independence. This communication strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org , www.SIPC.org, a Registered Investment Advisor. Please review our Terms of Use at www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Top Benefits
PROCTOR FINANCIAL, INC.
PROCTOR FINANCIAL, INC.
Sherborn, Massachusetts
1-24 employees
Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.
Retirement Benefits Rank
Top Benefits
KENSINGTON CAPITAL MANAGEMENT, LLC
KENSINGTON CAPITAL MANAGEMENT, LLC
Foxborough, Massachusetts
1-24 employees
Kensington Capital Ventures is the investment arm of Kensington Capital Holdings, a single family office.
Retirement Benefits Rank
Below Market
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FINANCIAL FOUNDATIONS INC.
FINANCIAL FOUNDATIONS INC.
Westborough, Massachusetts
1-24 employees
Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.
Retirement Benefits Rank
Market Leading
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
Franklin, Massachusetts
1-24 employees
We are an Independent Investment Management firm that specializes in managing money for high net worth individuals. We have a comprehensive approach to helping our clients. We do not believe in a “one size fits all” mentality. We believe that all clients have different needs. We work closely with clients to determine their needs and goals, and then create a personalized and custom investment strategy for them. We provide a wide range of services including: • College Planning • Retirement Income Planning • Tax Minimization Planning • Estate Planning Services • Business Planning Services • Asset Management • Life Insurance We offer the following investment types: • Equities, Bonds, Mutual Funds • Variable and Fixed Annuities • ETFs and Index Funds • REITs, BDCs, and Structured Notes Mission: Our mission is to enrich our clients’ lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair, and honest manner. Byrne Financial Freedom, LLC is your CFO for life. Securities offered through LPL Financial, Member FINRA/SIPC www.FINRA.org www.SIPC.org For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. For a list of states in which we are registered to do business, please visit www.byrnefinancialfreedom.com.
Retirement Benefits Rank
Market Leading
LTG CAPITAL LLC
LTG CAPITAL LLC
Newton, Massachusetts
1-24 employees
LTG Capital LTG Capital is a Registered Investment Advisory and wealth management firm that provides investment strategies to institutions and financial advisory services to individuals. We help to create ‘your financial life on purpose’ by providing a simple, straightforward, transparent, elegant, tax efficient investment approach to crushing the major indexes through time. We know about investments and market history. We know which investments work for long-term capital appreciation and which don’t. The Aqueduct Strategy Ariel Acuna is also the founder of The Aqueduct Strategy, which allows forward-thinking financial advisors the ability to outsource all or a portion of their clients' portfolio management to a tenured professional and fellow RIA who has years of experience managing client holdings.
Retirement Benefits Rank
Top Benefits
BARRY INVESTMENT ADVISORS, LLC
BARRY INVESTMENT ADVISORS, LLC
New Bedford, Massachusetts
1-24 employees
Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.BarryInvestmentAdvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.
Retirement Benefits Rank
Top Benefits
RFG-BRISTOL WEALTH ADVISORS, LLC
RFG-BRISTOL WEALTH ADVISORS, LLC
Taunton, Massachusetts
1-24 employees
Bristol Wealth Group is an investment management company based out of 35 Broadway, Taunton, Massachusetts, United States.
Retirement Benefits Rank
Top Benefits
WEALTH MANAGEMENT RESOURCES, INC.
WEALTH MANAGEMENT RESOURCES, INC.
Smithfield, Rhode Island
1-24 employees
Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind. Member FINRA/SIPC Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.
Retirement Benefits Rank
Market Laggard