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Showing 1 - 12 of 19 results
CERTIFIED FINANCIAL GROUP, INC.
CERTIFIED FINANCIAL GROUP, INC.
Altamonte Springs, Florida
11-50 employees
Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIAL PLANNER™ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures. Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm as to accuracy or completeness. · This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. · The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success. · Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.
Retirement Benefits Rank
Top Benefits
DEPRINCE, RACE & ZOLLO, INC.
DEPRINCE, RACE & ZOLLO, INC.
Winter Park, Florida
11-50 employees
DRZ is an asset management firm located in Winter Park, FL. Our competitive strengths include a well-defined buy/sell discipline, an exclusive focus on our value methodology, conservative asset caps and a dedication to the institutional arena. It is our goal to provide superior performance and exceptional client service by consistently executing our value methodology across all investment strategies. Our value philosophy is based on our belief that undervalued stocks with a dividend yield and a fundamental catalyst provide the opportunity for superior long-term total returns. We believe dividend yield provides a meaningful portion of the market's total return and is a credible valuation tool. DRZ is 100% employee-owned.
Retirement Benefits Rank
Market Laggard
MOISAND, FITZGERALD, TAMAYO, LLC
MOISAND, FITZGERALD, TAMAYO, LLC
Orlando, Florida
11-50 employees
In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise. We are investors, not speculators. We manage our clients'​ investment portfolios but we do not “play the market,” try to time the market or otherwise gamble with our client’s money. We are realistic. We do not believe in following investment gurus. We consider the mainstream financial media as mostly a source of entertainment and not a meaningful aid to sound decision-making. We are paid only by our clients to perform our duties as fiduciaries. There are no sales incentives, contests, kickbacks, or any other third-party compensation. We are compensated based upon how your portfolio performs, and are not paid based on transactions. We are not restricted to a list of products selected by an employer, such as a bank, insurance company or brokerage firm. This maximizes our objectivity. You should never wonder if what we recommend is in your best interest or ours. We get paid only for as long as you want us to advise you. Our fees are fully disclosed. In each quarterly report, you will receive a fee calculation, so you know exactly what you are paying us. We seek to minimize all of your other costs whenever it is advisable and possible to do so.
Retirement Benefits Rank
Top Benefits
COLLABORATIVE WEALTH MANAGEMENT, INC.
COLLABORATIVE WEALTH MANAGEMENT, INC.
Lake Mary, Florida
11-50 employees
CollaborativeWEALTH® is a highly orchestrated, integrated wealth planning and investment management firm serving affluent families, individuals, and businesses. Our group of highly qualified and seasoned professionals believe providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. One Team, One Focus…You.
Retirement Benefits Rank
Market Competitive
DYBN FINANCIAL CORP.
DYBN FINANCIAL CORP.
Melbourne, Florida
11-50 employees
Morgan Financial has built a strong reputation as an outstanding mortgage lender; serving the lending needs of real estate professionals and individual homebuyers throughout the state of Florida. We believe in providing a smooth transaction for our clients as well as maintaining client focused throughout the entire loan process. We are a full service lender with an experienced staff offering a combined total of over 40 years of experience in every area of the mortgage lending process, including in-office underwriting. All of our lending specialists are dedicated to pairing our clients with the right loan based on their individual and unique needs. In addition to remarkable service, we are a strong believer in the importance of face-to-face meetings and constant client contact, and we take pride in providing our clients with real time updates and weekly progress reports to all parties involved in the transaction. We look forward to putting our mortgage lending services and experience to work for you, your family and friends. Call today at 321-757-3570.
Retirement Benefits Rank
Market Laggard
CAPACUITY LLC
CAPACUITY LLC
Lake Mary, Florida
11-50 employees
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the design and funding of non-qualified programs. Through our comprehensive consulting and asset management services, we help our clients respond effectively to the latest trends impacting their executive benefit plans. We have developed proprietary analytics and technologies for optimizing tax, funding, and hedging strategies, which enable us to drive cost efficiencies and effectively manage our innovative solutions. The result is dramatically improved financial results for plan sponsors, and enhanced retirement outcomes for plan participants. Learn more at capacuity.com.
Retirement Benefits Rank
Below Market
MOTO FINANCIAL
MOTO FINANCIAL
Maitland, Florida
11-50 employees
Through our close network of devoted mortgage professionals, our commitment is to deliver honesty, integrity, and world class service to all of patrons. We work closely to provide world class service to individuals who are seeking the best possible ways to purchase or refinance their homes!
Retirement Benefits Rank
Below Market
KNIGHT NEUROLOGY LLC
KNIGHT NEUROLOGY LLC
Rockledge, Florida
11-50 employees
KNIGHT NEUROLOGY LLC is a medical practice specializing in Neurology based in Rockledge, FL
Retirement Benefits Rank
Market Leading
SHARIAPORTFOLIO, INC
SHARIAPORTFOLIO, INC
Lake Mary, Florida
11-50 employees
ShariaPortfolio is a boutique asset manager specializing in Sharia-compliant investments. We offer professional, comprehensive wealth management solutions that align with Muslim faith to achieve clients’ financial goals. Among the first wealth managers to deliver Sharia-compliant and Islamic investments, ShariaPortfolio carefully maintains social responsibility and ethics in its investment choices. Our investment philosophy is rooted in value investing and fundamental analysis, taking a long-term perspective and a disciplined, professional approach when offering clients a full suite of services. ShariaPortfolio, comprised of wealth management professionals with deep expertise, is the halal way to invest. DISCLAIMER: ShariaPortfolio Inc. makes no representations or warranties about the accuracy or suitability of any information in the webinar and related materials (such as handouts, presentation documents and recordings); all such content is provided to webinar registrants on an “as is” basis. The information in the webinar is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances. ShariaPortfolio, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended. ShariaPortfolio provides investment advisory services to advisory clients. This presentation is intended solely to provide information regarding ShariaPortfolio’s capabilities for prospective investors and is not an offer to sell to any person, or a solicitation from any person of an offer to buy, any securities.
Retirement Benefits Rank
Below Market
S2K PARTNERS CO. LLC
S2K PARTNERS CO. LLC
Orlando, Florida
11-50 employees
S2K is a financial services firm headquartered in Orlando. The firm’s mandate is focused across three broad areas including: retail distribution, credit asset management and advisory, and servicing.
Retirement Benefits Rank
Market Laggard
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G A REPPLE FINANCIAL GROUP INC
G A REPPLE FINANCIAL GROUP INC
Casselberry, Florida
11-50 employees
G.A. Repple & Company is an investment banking company based out of 101 NORMANDY RD, Casselberry, Florida, United States.
Retirement Benefits Rank
Market Laggard
OXFORD ADVISORY GROUP
OXFORD ADVISORY GROUP
Orlando, Florida
11-50 employees
Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that specializes in helping pre-retirees and retirees navigate their retirement years. From humble beginnings, Oxford quickly flourished into what it is today: a family firm rich in tradition and focused on enriching lives. The Oxford team members live in the communities we serve. Our communities are our families and when it comes down to it, it's all about family. We welcome all new clients into the fold as family members because, in the end, we believe family is what's most important.
Retirement Benefits Rank
Top Benefits
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