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Showing 1 - 12 of 15 results
MOONPAY USA LLC
MOONPAY USA LLC
Dover, Delaware
201-500 employees
We are MoonPay. Architects of the future, inventors, artists, and authors of innovation. Our vision? To unlock digital ownership for everyone. We are onboarding the world to Web3, where people can own and control their digital identity, data, property, and money. MoonPay is the world’s leading Web3 infrastructure company. We provide end-to-end solutions for payments, enterprise-scale smart contract development, and digital asset management. Many of the world's most iconic brands rely on MoonPay to power their Web3 strategies and ideas. Now boarding the next generation of leaders. Come help us build what's next.
Retirement Benefits Rank
Below Market
CFS, INC
CFS, INC
Salisbury, Maryland
11-50 employees
CFS/ Comprehensive Financial Solutions is a local team of experienced, highly qualified professionals who have been helping families realize their financial goals for over 35 years. As financial advisors, we can offer products from many sources; we do not have sales quotas; therefore, we offer financial advice and planning with your best interest in mind. We are dedicated to exceptional client service. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC. 953 Mt. Hermon Rd., Salisbury, MD, 21804 410 - 546 -0911 [email protected]
Retirement Benefits Rank
Market Competitive
BAY POINT WEALTH
BAY POINT WEALTH
Annapolis, Maryland
11-50 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
Market Leading
LF, INC.
LF, INC.
Lewes, Delaware
1-10 employees
We are an independent financial firm located in Delaware. Our passion is helping great people realize their goals and align their resources to reach them. We especially love helping career Law Enforcement professionals plan for a fulfilling retirement. How can we help you?
Retirement Benefits Rank
Market Competitive
BLACK DIAMOND FINANCIAL SOLUTIONS, INC.
BLACK DIAMOND FINANCIAL SOLUTIONS, INC.
Rehoboth Beach, Delaware
1-10 employees
Wealth management is evolving, and Black Diamond aims to keep its clients ahead of the curve.
Retirement Benefits Rank
Below Market
GENESIS ADVISORS, LLC
GENESIS ADVISORS, LLC
Middletown, Delaware
1-10 employees
I have over ten years of experience in the financial services industry. I graduated from the University of Delaware with degrees in Economics and Political Science. Prior to joining Genesis Advisors, I was a Vice President for the J.P. Morgan Private Bank. While there, I was part of a team that managed the assets of High Net Worth individuals and families. I reside in Middletown, DE with my wife Dana and our children, Shane, Gabriella and Brennan. I specialize in working with the retirees and pre-retirees who struggle to develop a retirement income strategy. Developing a strategy that balances your needs and wants against your resources is critical as you transition into retirement. Maintaining and adjusting your strategy throughout retirement is also necessary as your needs change. We provide wealth management services for individuals and companies. We specialize in retirement income and legacy planning. Securities and advisory services offered through Centaurus Financial, Inc, Member FINRA & SIPC. Supervisory Branch: 2300 E Katella Ave, Suite 200, Anaheim CA 92806 Telephone: (800) 880-4234 Genesis Advisors and Centaurus Financial, Inc are not affiliated Companies. I am licensed to sell securities in DE, PA, MD, NJ.
Retirement Benefits Rank
Market Laggard
INFOCUS FINANCIAL ADVISORS, INC.
INFOCUS FINANCIAL ADVISORS, INC.
Salisbury, Maryland
1-10 employees
We help people prepare for retirement. This is done by going through a checklist of items they will need to address to be able to retire -- social security claiming strategies, budgeting for retirement, investing in retirement, income planning, and other important factors. We offer the financial advice and financial services that you need to work towards a successful retirement. We have two Certified Financial Planners, Eric Johnston, CFP and Robert Jeter, CFP as well as Certified Public Accountant, Carol Kurtz, CPA and a fully licensed relationship manager. We also employ 5 part-time staff. We work with clients throughout the Maryland and Delaware Eastern shore with offices in Salisbury, MD and Georgetown, DE. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch Address: 327 Tilghman Rd. Suite 100, Salisbury, Maryland 21804 Phone: 410-677-4848
Retirement Benefits Rank
Top Benefits
COMPASS INVESTMENT ADVISORS, LLC
COMPASS INVESTMENT ADVISORS, LLC
Dover, Delaware
1-10 employees
Compass Investment Advisors is an independent financial planning and investment management firm committed to delivering first class planning advice, a risk-managed investment process, and the highest level of client service. Our mission is to be a positive and meaningful force in our clients life journey. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Compass Investment Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
Retirement Benefits Rank
Below Market
RETIREMENT MANAGEMENT SYSTEMS IN
RETIREMENT MANAGEMENT SYSTEMS IN
Stevensville, Maryland
11-50 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
Below Market
LOKKEN INVESTMENT GROUP, LLC
LOKKEN INVESTMENT GROUP, LLC
Lewes, Delaware
1-10 employees
My responsibilities include but are not limited to educating clients on account service and capabilities (e.g. how to read statements, how to use Online Access, paperless option), process account service request, collect necessary documentation to set up new accounts, assist with on-boarding of new team members, maintain client contact system with up to date client information, enter trade orders, direct incoming phone calls to appropriate team members, cashiering, assure that compliance files are kept in accordance with specific rules.
Retirement Benefits Rank
Market Competitive
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VALLIANT AND ASSOCIATES, L.L.C.
VALLIANT AND ASSOCIATES, L.L.C.
Chestertown, Maryland
1-10 employees
When it comes to managing your investments, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized experience tailored to you. Valliant Wealth Strategies. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc., and Valliant Wealth Strategies. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Top Benefits
EASTERN SHORE FINANCIAL SERVICES, LLC
EASTERN SHORE FINANCIAL SERVICES, LLC
Chestertown, Maryland
1-10 employees
Eastern Shore Marine Service is a recreational facilities and services company based out of 10781 Sheldrake Dr, Chestertown, Maryland, United States.
Retirement Benefits Rank
Top Benefits