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Showing 1 - 12 of 12 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
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.
Kissimmee, Florida
1-24 employees
Managed 401(k) funds valued at over $10 million Analyzed financial situation for clients Utilized dynamic spreadsheets to manage and organize clientele and funds
Retirement Benefits Rank
Top Benefits
TEAM TIME SOLUTIONS LLC
TEAM TIME SOLUTIONS LLC
Odessa, Florida
100-499 employees
Overall management of company to ensure customer satisfaction and profitability. • Improved profitability of company by 10% over a year.• Researched government request for proposals and determined which opportunities to pursue.• Reviewed customer requirements, performed gap analysis, developed strategy and identified partners to form high performance teams.• Managed staff of 25 people (both onsite and offsite).• Improved business and workflow processes.
Retirement Benefits Rank
Market Laggard
DELTA CAPITAL MANAGEMENT LLC
DELTA CAPITAL MANAGEMENT LLC
Maitland, Florida
1-24 employees
Delta Capital Group is an investment banking firm that specializes in working with companies between $1 million and $50 million sales. We are a full service firm and have helped small companies with their debt, equity, and operational needs for over 25 years. We can provide equity, debt and mortgage financing, mezzanine financing and bridge financing for companies in need of growth capital. Delta has a large network of buyers who are active in purchasing companies for all cash or cash and equity in the new entity. We often work with companies for years in order to properly grow and position them for ultimate sale. Delta also specializes in debt restructure for companies that are over leveraged. We have reduced the debt requirements for over 400 companies and recast the debt with a different mix of loans and equity utilizing our extensive network of note buyers, equity investors, first, second, and credit line lenders.
Retirement Benefits Rank
Top Benefits
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
CHAIRVOLOTTI FINANCIAL, INC.
CHAIRVOLOTTI FINANCIAL, INC.
Winter Park, Florida
1-24 employees
Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment. The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.” Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors: Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor Cost/Fee Management – identifying reasonableness of plan fees Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan Participant Education & Advice – changing participant behavior Investment Expertise – access to institutional money management As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future. The focus of our investment philosophy and strategy is a disciplined approach to rules based investing. The LPL Financial Registered Representative associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, VA, DC, MD, NJ, IL, NY, CA, LA Securities and advisory services offered through LPL Financial, A Registered Investment Advisor - Member FINRA/SIPC
Retirement Benefits Rank
Below Market
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CULTIVATE WEALTH MANAGEMENT
CULTIVATE WEALTH MANAGEMENT
Lakeland, Florida
1-24 employees
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 the accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.SIPC.org, www.FINRA.org The LPL Financial registered representative associated with this page may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted form any resident of any other state.
Retirement Benefits Rank
Top Benefits
AEGIS WEALTH MANAGEMENT LLC
AEGIS WEALTH MANAGEMENT LLC
Maitland, Florida
1-24 employees
Comprehensive Wealth Management, tax planning, and tax preparation.
Retirement Benefits Rank
Top Benefits
ALPHA ADVISORS, LLC
ALPHA ADVISORS, LLC
Lakeland, Florida
1-24 employees
Alpha Additive, LLC is an OEM of custom, industrial, additive manufacturing machines. Designed and built in the USA, with the highest quality components, our machines are custom built for each clients needs. Making it our goal to fill the gap in the industry for machines that can provide a range of services and application vs. selecting projects around the limited parameters of machines currently in the market.
Retirement Benefits Rank
Below Market
EVOLVE ADVISOR GROUP
EVOLVE ADVISOR GROUP
Orlando, Florida
1-24 employees
Evolve Advisor Group is a fee-based financial planning practice whose professionals are committed to helping people control their financial future. We work closely with our clients (both corporations and individuals) to save, lessen overall risk, and build their assets. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Financial Partners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.
Retirement Benefits Rank
Market Leading
LEO E. LONGWORTH
LEO E. LONGWORTH
Bartow, Florida
1-24 employees
State Farm Agent Leo E Longworth in Bartow, FL - We offer Auto, Home, Life, and Renters insurance. Call us at (863) 533-3136 to learn more.
Retirement Benefits Rank
Market Laggard
MERIT WEALTH ADVISORS LLC
MERIT WEALTH ADVISORS LLC
Maitland, Florida
All Size Average employees
Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning. We strive to deliver a superior client experience while strengthening our long-term relationships through professionalism, friendliness and reliability. Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Merit Financial Advisors, are separate entities from LPL Financial. 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. The LPL Financial registered representatives associated with this website 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. CASL® conferred by The American College of Financial Services.
Retirement Benefits Rank
Below Market
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