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Showing 1 - 6 of 6 results
CARTIER FINANCIAL, LLC
CARTIER FINANCIAL, LLC
Clermont, Florida
1-24 employees
CARTIER FINANCIAL, LLC is an investment banking company based out of 510 W MONTROSE ST, Clermont, Florida, United States.
Retirement Benefits Rank
Market Leading
FINANCIAL SERVICES OF CENTRAL FLORIDA, INC.
FINANCIAL SERVICES OF CENTRAL FLORIDA, INC.
Lake Mary, Florida
1-24 employees
LPL Investment Advisor Representative Registered Representative LPL Financial Branch Operations Manager
Retirement Benefits Rank
Market Leading
IRONCLAD INVESTMENTS LLC
IRONCLAD INVESTMENTS LLC
Windermere, Florida
1-24 employees
We are a property management and investment company aimed at serving the Stephenville, TX and surrounding areas.
Retirement Benefits Rank
Market Leading
CROSSLEY SHEAR, INC.
CROSSLEY SHEAR, INC.
Heathrow, Florida
1-24 employees
For over 15 years, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for life’s uncertainties and celebrate life’s joys. Together, wherever life takes you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. CrossleyShear Wealth Management is independent of Raymond James. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. 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
Market Leading
COBALT CAPITAL, INC.
COBALT CAPITAL, INC.
Lake Mary, Florida
1-24 employees
Responsible for the financial and strategic oversight of Cobalt’s portfolio companies as well as all the accounting, planning and analysis, reporting and tax planning for the seven companies that comprise the Cobalt Capital organization structure.
Retirement Benefits Rank
Market Laggard
VIRJI INVESTMENTS, INC.
VIRJI INVESTMENTS, INC.
Lake Mary, Florida
1-24 employees
Independent Advice Virji Investments, Inc. was established in 2003. We embrace our role as a fiduciary, a responsibility that means we always act with your best interest in mind. As a fiduciary, we are different from traditional firms. Most brokers, bankers and money managers make a commission when they invest your assets. As a fee-only advisor, we have a different approach. Our independence ensures that you receive unbiased expertise with no conflicts of interest. Investment Strategies We apply our years of experience and diligent research process to deliver a time-tested strategy to help you achieve your financial goals. We offer a long-term investment perspective that comes from years of managing our clients'​ assets through a variety of up and down market cycles. Call us for a free consultation. Personalized Service We help you determine the appropriate investment strategy for you by asking questions to determine your financial goals and risk tolerance. Your portfolio is then customized according to your unique requirements. Our Mission Virji Investments, Inc. strives to provide exceptional investment management services for our clients. Our primary goal is the preservation and growth of our client's portfolios. We will accomplish this through a disciplined approach to long-term investing while providing superior client service.
Retirement Benefits Rank
Market Laggard
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