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Showing 1 - 12 of 18 results
SLR HEALTHCARE ABL
SLR HEALTHCARE ABL
Philadelphia, Pennsylvania
1-24 employees
SLR Healthcare ABL is a specialty healthcare lender that is focused solely on providing senior debt financing to healthcare service providers throughout the United States. For over a decade, SLR Healthcare ABL has specialized in Accounts Receivable Financing, which utilizes Medicare, Medicaid and commercial insurance receivables as collateral for loans. Our minimum loan amount is $1M. To qualify for our services, your business must have revenues greater than $10M and have receivables of approximately $2M. We work with healthcare providers that are either growing or facing temporary financial difficulties. Typically, clients come to us seeking alternative financing options for: - A new revolving line of credit - Refinancing any existing debt - Making an acquisition - Financing large renovations Clients Include: - Hospitals - Skilled Nursing Facilities/Nursing Homes - Addiction Treatment Facilities - Behavioral Health Facilities - HME/DME Companies - Diagnostic Imaging Companies - Medical Labs
Retirement Benefits Rank
Market Leading
AFFINITY WEALTH MANAGEMENT LLC
AFFINITY WEALTH MANAGEMENT LLC
Wilmington, Delaware
1-24 employees
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.
Retirement Benefits Rank
Market Competitive
FINANCIAL PLANNING ASSOCIATES, LLC
FINANCIAL PLANNING ASSOCIATES, LLC
West Chester, Pennsylvania
1-24 employees
Managed all new account operations and procedures within both wealth and healthcare management. Created the operational procedures manual to improve office performance. Provided administrative duties to three wealth managers.
Retirement Benefits Rank
Top Benefits
COMMONWEALTH TRUST COMPANY
COMMONWEALTH TRUST COMPANY
Wilmington, Delaware
50-99 employees
Commonwealth Trust Company, founded in 1931, is an independent, privately-owned boutique trust Company located in Wilmington, Delaware. At Commonwealth we partner with a client’s existing advisor(s) to provide sophisticated and professional trust administration solutions. We have a growing reputation as an effective and efficient, customer focused, competitively priced trustee.
Retirement Benefits Rank
Below Market
KELLY FINANCIAL GROUP, LLC
KELLY FINANCIAL GROUP, LLC
Bel Air, Maryland
1-24 employees
At The Kelly Group, we aim to build a better community, individual by individual. We see ourselves in the same light as Norman Rockwell’s small-town doctor — helping to take care of our neighbors and community through the chapters of their lives, from the first years to the golden years and lots in between. Combining everyday values and today’s technology, we provide you and your family with guidance, perspectives and solutions to support you in reaching your goals.
Retirement Benefits Rank
Market Competitive
HARFORD FINANCIAL GROUP INC.
HARFORD FINANCIAL GROUP INC.
Bel Air, Maryland
1-24 employees
Money is a very complex emotional part of life. Our society sends very mixed messages to its importance and we get very extreme messages. On one side, money is everything and will solve all our problems and on the other extreme, it is the root of all evil. With such conflicting messages, it is easy to see why most of us are torn and confused. At Harford Financial Group, we believe in life centered financial planning. Simply stated, life centered financial planning is living the best life possible with the money and the time you have. One of the most important questions is, Am I managing my money in a way that is improving my life? Do my financial decisions align with my values and what is most important to me? We believe that money in and of itself is not the goal. Rather money is just a tool to get you to where you want to go. It is more important to have a return on life (ROL) than a return on investment (ROI). In our experience, what we find is most important to our clients are the things that bring the most meaning and purpose to their lives which include their family, friends, faith, work, and passions. The top reasons for having money we find are: (1) being able to provide for family (2) getting good medical attention when sick (3) staying healthy (4) being able to help family (5) being able to have and enjoy more free time (6) able to contribute to worthy causes and (7) being able to have fulfilling experiences such as travel. The way we like to describe it is life centered planning is like the solar system. Your life and what is important to you is the sun and your money is like a planet that rotates around it not vice versa. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Harford Financial Group and Cambridge are not affiliated.
Retirement Benefits Rank
Market Laggard
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R. K. TONGUE CO., INC.
R. K. TONGUE CO., INC.
Nottingham, Maryland
1-24 employees
R. K. Tongue Co., Inc. is an expertise and service-driven, nationally-capable, regionally-focused insurance agency and brokerage based in Baltimore, Maryland. Founded in 1911 to serve the insurance needs of association members, we have maintained and enhanced our competency in the association realm while growing to be recognized as a leader in the Mid-Atlantic specializing in working with healthcare providers, professionals of all types, Federal, State and Municipal employees, small and mid-size business, as well as the general public. We draw from a uniquely broad range of knowledge and talent to provide comprehensive property & casualty and life & health insurance solutions from an array of highly respected insurance companies.
Retirement Benefits Rank
Market Competitive
DENOVIX INC.
DENOVIX INC.
Wilmington, Delaware
25-49 employees
DeNovix Inc., founded in 2012, is a Wilmington, DE, USA based instrumentation company that develops, manufactures and sells laboratory equipment to meet the demands of today’s evolving life science research. DeNovix focuses on providing innovative products and outstanding customer support. The company is equipped with the financial, commercial and technical resources to deliver breakthrough products for research success. DeNovix products include the DS-11 Series Spectrophotometer / Fluorometer, the CellDrop Automated Cell Counter, the QFX Fluorometer and DeNovix assays. Our instruments are stand-alone (no PC needed) and built on an intuitive Custom Linux® OS with HD an touchscreens and smartphone-like interaction. The DS-11 Series are full-spectrum (190-840nm) UV-Vis spectrophotometers that measure the broadest concentration range of any microvolume spectrophotometers. The DS-11 Series Spectrophotometer / Fluorometer combines fluorescence analysis and 1uL UV-Vis in the same instrument. DeNovix also manufactures the QFX Fluorometer—a standalone, feature-rich precision fluorometer. CellDrop Automated Cell Counters feature patented DirectPipette™ Technology to eliminate plastic slides and cumbersome hemocytometers from routine cell counting. The instruments enable the fastest cell counts, viability assessment, and GFP transfection efficiency measurements across the widest range of cell density, cell type and application. Our instruments are primarily utilized in life science research labs throughout the world for quantification of nucleic acids, proteins. For more information about DeNovix, our products, or locations of distributors and sales representative around the world, please visit our website: www.denovix.com.
Retirement Benefits Rank
Market Laggard
COVENANT WEALTH STRATEGIES, LLC
COVENANT WEALTH STRATEGIES, LLC
Wilmington, Delaware
1-24 employees
About Covenant Wealth Strategies Covenant Wealth Strategies offers independent and comprehensive financial planning and investment strategies. As our clients’ most trusted advisor, the team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled and create enduring legacies. Our clients’ success and well-being is our number one priority as we strive to put them in a position of strength to make educated decisions and achieve their goals. Securities and advisory services 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 I am/we are registered to do business, please visit www.covenantwealthstrategies.com
Retirement Benefits Rank
Top Benefits
MARKET STREET FINANCIAL GROUP
MARKET STREET FINANCIAL GROUP
West Chester, Pennsylvania
1-24 employees
As a Certified Financial Planner, I work with individuals to structure their finances in the most efficient and practical manner to achieve their goals. I specialize in retirement investment strategies and derive great joy from teaching people how to be able to retire. I also provide insurance, tax, and long term care planning services.Troy Vogt is a Registered Representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor. 6020 E Fulton St. Ada, MI 49301.Investment Advisor Representative of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group and Market Street Wealth Management are not affiliated with USA Financial Securities.
Retirement Benefits Rank
Below Market
GUARDIAN CAPITAL LLC
GUARDIAN CAPITAL LLC
Wilmington, Delaware
1-24 employees
Guardian Capital is a diversified real estate investment management firm headquartered in Chicago, Illinois. Founded in 2006, the Company invests in and proactively manages distressed assets and notes throughout the United States, with properties currently located in over 30 states. The Principals have purchased and managed over 4,000 units with a combined value over $1 billion. Guardian Capital specializes in buying value-add and special situation assets, frequently acquiring the “kicks, carve-outs and tails” out of large transactions direct from financial institutions. This strategy provides our sellers with “best-execution”and an attractive alternative to managing difficult workouts. Guardian is a vertically integrated platform which brings together executives with extensive experience in acquisitions, development, structured finance, loan origination, loan-trading and special servicing.Guardian Capital strives to provide optimal service and “win-win” solutions.
Retirement Benefits Rank
Market Leading
REALTA WEALTH
REALTA WEALTH
Wilmington, Delaware
25-49 employees
For more than 40 years, Coastal Equities with offices in Weston, Florida has been one of the most active real estate companies, specializing in investment, development, syndication opportunities and management of retail shopping centers. Formed in the late 1970’s, our founding principals were involved in real estate investment for their own accounts, as well as advising others that were clients of their accounting firm. Since then we have been responsible for placing and managing more than $1,000,000,000 of investments nationwide. We have the experience in managing over 40,000,000 square feet of commercial real estate, as well as a broad range of construction and redevelopment jobs. Coastal Equities focuses on grocery-anchored neighborhood and community shopping centers with a high volume of repeat shopper traffic. We are familiar with the challenges involved in developing and operating retail shopping centers and we have the management and expert capabilities in-house to successfully manage and grow our investments.
Retirement Benefits Rank
Market Laggard