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Showing 1 - 11 of 11 results
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
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
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
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
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MAIN STREET INVESTMENT GROUP
MAIN STREET INVESTMENT GROUP
Pitman, New Jersey
1-24 employees
Whether you want your retirement plans managed, help choosing insurance, or prefer to invest in a managed-asset plan, Main Street Investment Group has the expertise and tools. We’ll create a personalized plan for each client. We know you’ve worked hard for your money and our professional financial advisers will share their expertise in everything from retirement planning to education planning to divorce planning to make your financial life carefree.
Retirement Benefits Rank
Market Competitive
RETIREMENT MANAGEMENT SYSTEMS IN
RETIREMENT MANAGEMENT SYSTEMS IN
Stevensville, Maryland
1-24 employees
Retirement Management Systems Inc. was established to help financial advisors improve their businesses by implementing Savings Plan Management. Helping clients manage their 401(k) and other defined contribution assets enables financial advisors to build stronger client relationships and earn more revenue.
Retirement Benefits Rank
Market Competitive
GLUWA, INC.
GLUWA, INC.
Claymont, Delaware
1-24 employees
Virtual mailbox and virtual address services. Established in 1999, US Global Mail is an award-winning virtual mailbox service that allows you to receive and manage your physical mail from anywhere, using only your computer or smartphone. We have helped over 80,000 individuals and businesses manage their mail online efficiently. We are: - Certified Partner of USPS - Partner of Netflix, Regeneron, Shell, EY, Rockwell Collins, Symantec … - Member of Worldwide ERC, FEM, HR Awards: - A+ BBB rating - FEM EMMA's Winner, 2018, 2022 - BBB Winner of Distinction, 2014, 2016, 2017, 2018, 2019, 2020, 2021 2022 - BBB Pinnacle Award Winner, 2015, 2022 - Houston Award in Expat Mail Services Category 2016, 2017, 2020, 2021, 2022
Retirement Benefits Rank
Top Benefits
DVX VENTURES
DVX VENTURES
Dover, Delaware
1-24 employees
We’re on a mission to create a company that creates great companies. We follow a repeatable process — defining a hypothesis, researching and testing it vigorously, assembling the world class team to build a product, iterating the solution to find product-market and go-to-market fit, and then hatching and scaling breakthrough businesses. We build companies primarily based on our own ideas and with our infrastructure and initial teams. As such, we can grow businesses faster and have a much higher success rate. We’ll Get There by… Obsessing over our customers — We build insanely great products that make our customers’ lives better. We provide a perfect customer experience - every time. We build diverse teams to ensure our products and services reflect the perspectives, experiences, and needs of all our potential customers. Empowering our team of Experts — We attract best-in-class talent across a variety of disciplines, that share our mission, motivation, and sense of purpose, to form great teams. We give each other high trust and high agency. We speak directly to each other and are grateful for feedback. We are dynamic is how we place talent into new challenges and evolving opportunities across the portfolio. We will build a positive, motivating, high-performance culture. Leading with a bias for Impact — We solve challenging problems at unprecedented speed. If we can’t find a way, we make a way and battle through, around and over obstacles. Our immediate reaction is to help and we default to “yes”.
Retirement Benefits Rank
Below Market
BAY POINT WEALTH
BAY POINT WEALTH
Annapolis, Maryland
All Size Average employees
Bay Point Wealth Management is an independent, fee-only financial advisory firm providing tailored wealth management services for affluent families and individuals. Our mission is to integrate planning, investment and taxes. Most importantly, with you at the center. We work with a limited number of families, providing guidance and counsel to assist them in achieving their important life goals. Bay Point Wealth (“Company”) is an SEC-registered investment adviser located in Annapolis, Maryland. Company and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s). To view Bay Point Wealth’s disclosure information please visit our website www.baypointwealth.com
Retirement Benefits Rank
Below Market