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Showing 1 - 12 of 41 results
CHATHAM FINANCIAL
CHATHAM FINANCIAL
Kennett Square, Pennsylvania
500+ employees
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com. Financial risk management advisory | Interest rate, foreign currency, and commodity hedging | Hedging execution and processing | Hedge accounting | Derivative and debt valuation | Derivatives regulatory compliance | ISDA review and negotiation | Defeasance and yield maintenance | Debt and derivatives analytics | Financial risk management technology
Retirement Benefits Rank
Top Benefits
BRANDYWINE TRUST COMPANY, LLC
BRANDYWINE TRUST COMPANY, LLC
Hockessin, Delaware
50-99 employees
We Are Stewards of Capital in all respects, for a limited number of families. We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. We are currently responsible for approximately $10 billion of client capital. Organization: Brandywine Trust Group, LLC - Governance Brandywine Trust Company, LLC - Trusteeship, Planning & Administration Brandywine Group Advisors, Inc. - Investment Management Pleasantville Tax Services, Inc. - Tax Advice & Return Preparation Contact: Brandywine Trust Company, LLC 7234 Lancaster Pike, Hockessin, Delaware 19707 Telephone: (302) 234-5750 Brandywine Group Advisors, Inc. 501 Madison Avenue, New York, New York 10022 Telephone: (212) 319-2700 [email protected]
Retirement Benefits Rank
Top Benefits
DENTAL MANAGEMENT STRATEGIES, LLC
DENTAL MANAGEMENT STRATEGIES, LLC
Wilmington, Delaware
50-99 employees
DENTAL MANAGEMENT STRATEGIES, L.L.C. is a company based out of 17480 DALLAS PKWY STE 213, DALLAS, Texas, United States.
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
BRIDGEFORCE LLC.
BRIDGEFORCE LLC.
Chadds Ford, Pennsylvania
25-49 employees
"Located in Chadds Ford, PA, and London, UK, Bridgeforce Inc. offers an assortment of consultancy services to clients in the financial services industry. Many members of their team have considerable experience in the banking industry, giving them an in-depth and practical understanding of operational and organizational needs of financial institutions. They work diligently to facilitate a knowledge base that can lay the groundwork for your future growth. Call or visit their site today for more info."
Retirement Benefits Rank
Below Market
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
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RATH INCORPORATED
RATH INCORPORATED
Newark, Delaware
50-99 employees
RATH is a refractory producer and is specializing in high temperature heat containment, thermal processing, and thermal measurement needs of its customers. We insulate OEM and end user, process and laboratory kilns and furnaces, thermal analytical instruments, and specialty applications. From large to small, Rath specializes in insulation for high temperature environments (between 1200° and 1800°C). The Rath Group has 30 offices around the globe and plants in Austria, Germany Hungary and the United States. Visit our website to contact with our experts www.rath-group.com
Retirement Benefits Rank
Market Competitive
DIVERSIFIED FINANCIAL CONSULTANTS LLC
DIVERSIFIED FINANCIAL CONSULTANTS LLC
Wilmington, Delaware
25-49 employees
We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. www.finra.org www.sipc.org
Retirement Benefits Rank
Top Benefits
SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS
SCHIAVI & COMPANY, LLC DBA CLARITI WEALTH ADVISORS
Wilmington, Delaware
1-24 employees
At Ward & Taylor, LLC we combine extensive experience, knowledge, communication, and technological tools to provide Realtors, Lenders, Buyers, and Sellers with the broadest range of real estate settlement services possible throughout Delaware and neighboring counties of Pennsylvania and Maryland.
Retirement Benefits Rank
Market Leading
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC
Wilmington, Delaware
1-24 employees
● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.
Retirement Benefits Rank
Top Benefits
INDEPENDENCE ADVISORY GROUP, LLC
INDEPENDENCE ADVISORY GROUP, LLC
Chadds Ford, Pennsylvania
1-24 employees
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. People at the top of their game need coaches. You see this in athletics and performing arts. Olympians rely on coaches to reach their best potential…you deserve one too! Clients with whom we work with best understand the importance of personal coaching, where a significant amount of time is spent listening to clients and getting to know clients, before any strategy or detailed work starts. Clients come to us for not only our technical expertise, but for our care and skill at proactively leading them forward in a world of information overload and uncertainty. This communication strictly intended for individuals residing in the states of CO, CT, DE, FL, MD, NC, NJ, PA, VA. 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 FINRA (www.finra.org), SIPC (www.sipc.org), a Registered Investment Adviser, Independence Wealth Services, 260 Kennett Pike, Chadds Ford, PA 19317, 302-763-1180.
Retirement Benefits Rank
Market Leading
DECISIVEDGE, LLC
DECISIVEDGE, LLC
Newark, Delaware
1-24 employees
DecisivEdge is a global business consulting and technology services firm focused on creating a sustainable competitive edge through digital transformations. We help our clients elevate their operational capabilities and seize their market opportunity by leveraging and optimizing best-in-class technology solutions in conjunction with detailed analytics and data-driven operational strategies. We are knowledge leaders with deep industry experience. Our collaborative approach is designed to really understand our clients’ business objectives, and then deploy a seasoned solution delivery team to get the job done right the first time.
Retirement Benefits Rank
Below Market