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Showing 1 - 12 of 12 results
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
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 Leading
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
Top Benefits
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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
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
ANTONETTI CAPITAL MANAGEMENT, LLC
ANTONETTI CAPITAL MANAGEMENT, LLC
Naples, Florida
1-24 employees
For almost three decades, Pat Antonetti and his team have partnered with clients in developing investment strategies which support their unique goals. Financial clarity, appropriate investment choices and ultimately peace of mind are the results of his efforts. For Antonetti Capital, it all begins with a personal commitment to craft a plan which supports the financial goals of each client. Our investment management philosophy is simple. The trust of a client can only be earned. That is our motivation. We operate based upon the simplest beliefs – do what’s best for our clients. Antonetti Capital Management LLC is obligated to act in the best interests of our clients – not in the moment, but at all times. We add an extraordinary level of personalized service and customization to our relationship-driven business model. Whether you're ready to get started or just have questions, we'd love to speak with you. Call us today at 239-403-0218 for a complimentary, no-obligation consultation.
Retirement Benefits Rank
Market Laggard
EDWARDS ASSET MANAGEMENT
EDWARDS ASSET MANAGEMENT
Naples, Florida
1-24 employees
With more money and prosperity comes complexity and the potential for making mistakes. At The Edwards Group, we know that you want a truly unified financial experience. The problem is that right now, your financial life is a little too disjointed, spread out, and unaligned. And that makes you feel anxious, overwhelmed, and unsure. We believe that people deserve to enjoy their money in every stage of life. You have been making wise financial decisions for decades and shouldn’t have to worry about stepping into a mistake or missing out on the best version of your life. Let’s face it, the financial industry can make money solutions seem complex. But at The Edwards Group, we don’t. We know how to connect your money with what matters most to you and protect your legacy each step of the way. We help you block out the noise that might distract you from the path you want to be on. If you’re looking for an elevated wealth management experience that helps your money do better for you visit edwardsgroupnaples.com.
Retirement Benefits Rank
Market Laggard
RETALLICK FINANCIAL GROUP INC
RETALLICK FINANCIAL GROUP INC
Fort Myers, Florida
All Size Average employees
Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida. With the main office located in Fort Myers Florida, he also has offices in Bonita Springs and Sarasota. Retallick Financial Group maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial advice, that is always in the client’s best interest.
Retirement Benefits Rank
Market Leading
HENDERSON WEALTH PARTNERS
HENDERSON WEALTH PARTNERS
Fort Myers, Florida
1-24 employees
Henderson Wealth Partners is an independent, family-owned wealth management firm serving individuals, families and business owners seeking objective guidance and advice. We believe that the combination of our 30+ years of experience, the vast resources of LPL Financial, and your active participation in the financial planning process creates the kind of collaborative relationship that leads to more confident financial decisions along the path to financial well-being. We serve as your trusted team of family advisors, bringing the experience and resources to help you plan for each stage of your financial life from retirement and investment planning, to risk management, wealth transfer strategies, and more. As a client of ours, you will benefit from our commitment to help build and preserve your wealth through comprehensive wealth planning strategies that addresses your unique short- and long-term goals. As independent advisors, we focus solely on serving your needs and fully committed to acting in your best interest at all times. This provides you with the confidence you seek as you pursue financial independence. We are dedicated to helping you preserve and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. Our approach to financial planning and wealth management seeks to place your your interests first at all times. We never lose sight of the trust you place in us to lead you and your family along the path to financial well-being. Nothing is more rewarding to us than the long-term relationships we develop with clients we consider family and friends.
Retirement Benefits Rank
Below Market
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