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Showing 1 - 12 of 18 results
LPF ADVISORS LLC
LPF ADVISORS LLC
Sarasota, Florida
1-24 employees
LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.
Retirement Benefits Rank
Market Laggard
ANDREW HILL INVESTMENT ADVISORS, INC.
ANDREW HILL INVESTMENT ADVISORS, INC.
Naples, Florida
1-24 employees
Based in Naples, Florida, Andrew Hill Investment Advisors, Inc. is an independent, privately owned registered investment advisor firm. As a fee based advisor, we provide our services with the goal to help our clients improve their lives and achieve their financial goals by being financially prepared and organized. Our firm was created in January 2010 to address the lack of local and professional investment management and financial concierge services for clients within the $400,000 to $4,000,000 range. As investment professionals, we believe that we have a responsibility to provide every client with a high level of service without the high-end costs. The firm is structured among the following services: Portfolio Management Services, Financial Concierge Services, Corporate Trustee Services and Custodial Services. Our client base includes professionals, retirees, senior citizens, trust entities, pension plans and captive insurance companies. Fidelity Investments serves as our firm’s primary custodian. This provides safekeeping of our client’s assets, online access and delivery of account statements for our clients and the infrastructure to allow us to transact on behalf of our clients. The success of our firm is measured by not only our assets under management and the growth of the firm, but the trust that our clients place in our firm by hiring us as their investment advisor. Therefore, the confidentiality of our clients is one of the most important elements of the firm.
Retirement Benefits Rank
Market Leading
ROSNACK FINANCIAL GROUP, INC.
ROSNACK FINANCIAL GROUP, INC.
Sarasota, Florida
1-24 employees
ROSNACK FINANCIAL GROUP, INC is an investment banking company based out of 2 N TAMIAMI TRL, Sarasota, Florida, United States.
Retirement Benefits Rank
Top Benefits
BETTER ODDS, LLC
BETTER ODDS, LLC
Naples, Florida
1-24 employees
Better Body Group Personal Training in Sevenoaks, Blackheath and Wimbledon. Small group classes, Fat Loss, Health Improvement and Young Athlete development in Sevenoaks, London.
Retirement Benefits Rank
Top Benefits
STRATEGIC WEALTH PLANNING, INC.
STRATEGIC WEALTH PLANNING, INC.
Naples, Florida
1-24 employees
At Strategic Wealth Planning Inc., we pride ourselves on our ability to offer proactive guidance on more than just investments and insurance. We are comprehensive wealth consultants for individuals and businesses, focused on providing tax efficient solutions for issues relating to: •Accumulating wealth through asset allocation •College planning •Distributing income in retirement •Business succession strategies •Life, long-term care, disability, and other insurance gaps •Setting up trusts, wills, charitable gifts, private foundations, and other areas related to estate planning •Taxation Our client-first philosophy dictates that we develop, implement, and review customized plans that target your needs and goals, even when they change over time. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Our mission is to help our clients meet life’s complex financial challenges. Your success is our objective, and service is our top priority! Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, MA, MO, NC, NJ, NV, OR, PA, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Competitive
MILLER VALUE PARTNERS, LLC
MILLER VALUE PARTNERS, LLC
Sarasota, Florida
1-24 employees
At Miller Value Partners, we think and invest differently. We believe that the best investment opportunities arise from understandable human behavioral tendencies. Valuing businesses and patiently owning them until they reach fair value is at the core of what we seek to do. We use research from economics, science and psychology to help us understand the market as a complex adaptive system. We offer distinct, flexible, and unconventional investment strategies. Bill Miller IV, CFA is the owner, Chairman and Chief Investment Officer of Miller Value Partners. Visit our LMM LLC page for past posts.
Retirement Benefits Rank
Market Leading
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AVIANCE CAPITAL PARTNERS, LLC
AVIANCE CAPITAL PARTNERS, LLC
Naples, Florida
1-24 employees
Our mission is excellence in serving investors with personalized advice and efficient investment solutions. Aviance Capital Partners offers a combination of guidance, a proprietary investment platform, and personalized service. We pride ourselves on: -Providing a warm, personalized, and consultative approach to solving investor needs -Guiding investors with experienced planning professionals and an advanced technology platform -Offering an array of proprietary investment solutions in a customized manner -Presenting market insights with regular commentary and webcasts
Retirement Benefits Rank
Top Benefits
JONATHAN HARRIS
JONATHAN HARRIS
Naples, Florida
1-24 employees
Jonathan Gunger has been working with outstanding Florida properties since the 1980's. A full time real estate agent since 2011, SL3251772, he spent his first 25 years in the building industry. He is also a certified building contractor CBC1250715. Jonathan's knowledge and experience is your asset.
Retirement Benefits Rank
Market Leading
FOREST CAPITAL MANAGEMENT, LLC
FOREST CAPITAL MANAGEMENT, LLC
Naples, Florida
1-24 employees
Money management firm To edit information on your Company Page: 1. Click Companies near the top of your home page and search for your company. 2. On the search results page, click your company name. 3. Go to the Admin Tools button in the top right corner, click on the dropdown arrow and then click on “Edit”. Make your changes and then click Publish to save. Please note, the minimum characters accepted for the company description is 200 characters (the maximum is 2000 characters). You will also need to complete the company location (Address 1, City, State) as it is currently incomplete in your for your changes to be saved. To edit information on your Company Page: 1. Click Companies near the top of your home page and search for your company. 2. On the search results page, click your company name. 3. Go to the Admin Tools button in the top right corner, click on the dropdown arrow and then click on “Edit”. Make your changes and then click Publish to save. Please note, the minimum characters accepted for the company description is 200 characters (the maximum is 2000 characters). You will also need to complete the company location (Address 1, City, State) as it is currently incomplete in your for your changes to be saved.
Retirement Benefits Rank
Market Competitive
MUTUAL TRUST ADVISORY GROUP
MUTUAL TRUST ADVISORY GROUP
Estero, Florida
1-24 employees
As a financial advisor, Mutual Trust Advisory Group is uniquely positioned to act in the best interest of our clients. Serving with meaning is at the heart of all we do, the foundation of a relationship built on trust in guiding our clients financial welfare. Our heart to truly serve will become apparent quickly. We evaluate every aspect of your financial welfare – beyond investments. We go the extra mile to consider every detail of your financial future and how it fits with your investment strategy. Investment advice offered through Mutual Trust Advisory Group, a registered investment advisor. LinkedIn Disclosures: https://mutualtrustadvisorygroup.com/linkedin-disclosures/
Retirement Benefits Rank
Market Competitive
CAPSTAN FINANCIAL CONSULTING GRO
CAPSTAN FINANCIAL CONSULTING GRO
Sarasota, Florida
1-24 employees
Capstan Financial Consulting Group, Sarasota, FL 34236, This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.
Retirement Benefits Rank
Market Competitive
STEWARDSHIP INVESTMENTS, INC.
STEWARDSHIP INVESTMENTS, INC.
Naples, Florida
1-24 employees
Offering caring biblical advice. Stewardship Investments, Inc. is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Stewardship Investments, Inc. can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Stewardship Investments, Inc. unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Retirement Benefits Rank
Market Competitive
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