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Showing 1 - 12 of 31 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
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
HANLON INVESTMENT MANAGEMENT, INC.
HANLON INVESTMENT MANAGEMENT, INC.
Egg Harbor Twp, New Jersey
1-24 employees
Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.
Retirement Benefits Rank
Market Competitive
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
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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
FORTRESS FINANCIAL LLC
FORTRESS FINANCIAL LLC
Ocean City, New Jersey
1-24 employees
-Interned as an assistant to certified financial advisor, who specialized in assisting qualified individuals, families and business owners. -We were able to help clients pursue lifelong investment goals with safe and sound financial strategies.-Reviewed individual client portfolios, used objective financial advice and investment management strategies to tailor a portfolio for their own personal situations.
Retirement Benefits Rank
Below Market
MOONPAY USA LLC
MOONPAY USA LLC
Dover, Delaware
50-99 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
Market Competitive
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
CFS, INC
CFS, INC
Salisbury, Maryland
1-24 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
BCLS BD SERVICES, LLC
BCLS BD SERVICES, LLC
Wilmington, Delaware
1-24 employees
BCLS BD Services is a sister company to the broker-dealer Monadnock Capital Management then to its successor, MCM Intrepid. Managed the technology projects and the operational support for the broker-dealer.
Retirement Benefits Rank
Market Competitive