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Showing 1 - 12 of 16 results
FIRST HOUSING DEVELOPMENT CORP./ FL
FIRST HOUSING DEVELOPMENT CORP./ FL
Tampa, Florida
25-49 employees
First Housing has the experience necessary to evaluate your financing proposal, and recommend a transaction structure and financing plan to meet your needs. Our real estate professionals have a deep understanding of the public financing sector and the myriad of rules closely associated with this type of financing. Mortgage Banking is just the beginning of First Housing’s capabilities. We help lenders & investors make sound decisions by providing underwriting, financial analysis, loan servicing & administration services. We advise housing finance agencies and other governmental lenders to facilitate sound financial decisions. First Housing provides underwriting and financial analysis under state and federal government programs such as: Multifamily Housing Revenue Bond (MMRB) HOME Investment Partnership (HOME) Federal Low Income Housing Tax Credit (HC/LIHTC) Florida - State Apartment Incentive Loan (SAIL) Florida - State Housing Initiatives Partnership (SHIP) After years of mortgage loan administration for federal, state and local government agencies, we understand fully how to meet each agency’s needs, as well as each investor’s return objective. First Housing has been performing construction loan servicing under a number of programs for over 30 years. We perform draw request analysis and approval of disbursements, as well as retain and monitor third-party firms to inspect the developments during the construction period. Let First Housing alleviate the burden by putting our Davis-Bacon specialists to work for you. We are committed from start to finish because we understand what it takes to meet each Agency’s needs & keep each project on track. Here are some of the services First Housing provides: Davis-Bacon & Section 3 Compliance Monitoring & Administration Davis-Bacon Payroll Review & Payroll Administration Pre-Construction Conference Monthly On-Site Employee Interviews & Inspections Standard with DOL and HUD In-House Trainings & Seminars
Retirement Benefits Rank
Market Leading
FLORIDA BUSINESS DEVELOPMENT CORPORATION
FLORIDA BUSINESS DEVELOPMENT CORPORATION
Tampa, Florida
25-49 employees
Since 1989 Florida Business Development Corporation (FBDC) has been dedicated to the success of Florida small businesses. As the most active CDC on the east coast, we excel at assisting healthy, growing companies secure long-term, below-market, fixed-rate financing for the acquisition and development of fixed assets via the SBA 504 Program. The program can also be utilized to refinance debt associated with fixed assets.
Retirement Benefits Rank
Top Benefits
WEALTH PARTNERS CAPITAL GROUP, LLC
WEALTH PARTNERS CAPITAL GROUP, LLC
Palm Beach, Florida
25-49 employees
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to seven nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors and The Wealth Alliance. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of December 31, 2024, WPCG has executed 143 M&A transactions on behalf of its partner firms, representing over $55 billion in acquired AUA.
Retirement Benefits Rank
Market Leading
BB INSURANCE MARKETING, INC.
BB INSURANCE MARKETING, INC.
Plantation, Florida
25-49 employees
Independent Insurance Agency located in the Davie/Plantation area of Fort Lauderdale offering all lines of insurance coverages with an emphasis in Commercial Lines. We offer Property, General Liability, Business Auto, Workers Compensation, Professional Liability, Umbrellas, Homeowners, Personal Auto, Boats, RV's, Life, Health, Disability and much more. Since our founding in 1994, BB Insurance Marketing, Inc. has evolved into a well-respected full-service Florida insurance agency, committed to providing unparalleled customer service and superior coverage strategies. Our agents search and compare coverage options to provide the most competitive rates available. When you work with BB Insurance Marketing, Inc. – the trusted source for FL insurance – you work with a dedicated independent Florida insurance agency that actually takes the time to effectively evaluate your unique coverage needs. And with a multitude of insurance requirements, our experts are constantly looking for ways to help you save money; without sacrificing the quality coverage you deserve. For example, by combining your auto and homeowners insurance with BB Insurance Marketing, Inc., you can save up to 30%! The savings sure don’t stop there. Contact BB Insurance Marketing, Inc. today to learn about all of your Florida insurance options and how we can create a package to save you money!
Retirement Benefits Rank
Market Leading
ORION INVESTMENT & MANAGEMENT LTD. CORP
ORION INVESTMENT & MANAGEMENT LTD. CORP
Miami, Florida
25-49 employees
Established in 1978, Orion Real Estate Group is a full service commercial real estate firm with offices in Miami and Orlando. Our firm provides consulting services to national and international buyers of commercial real estate, including brokerage services, private placements, acquisitions and dispositions, and portfolio analysis. We have handled more than $2.5billion in transactions and manage a portfolio exceeding $500 million.
Retirement Benefits Rank
Below Market
22C CAPITAL LLC
22C CAPITAL LLC
Boca Raton, Florida
1-24 employees
22C Capital is a private investment firm committed to delivering capital and critical resources to companies operating at the intersection of technology enablement and data analytics adoption. 22C partners with world-class management teams to build companies that are leaders in their respective markets. The firm’s operational and technology resources, including its affiliated data science organization, deliver practical, real-world support to help convert businesses’ challenges into opportunities and unlock their full potential. For more information, go to
Retirement Benefits Rank
Market Leading
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FLORIDA CITRUS, BUSINESS & INDUSTRIES FUND
FLORIDA CITRUS, BUSINESS & INDUSTRIES FUND
Orlando, Florida
25-49 employees
Florida Citrus, Business & Industries Fund (FCBI) established in 1977, provides workers’ compensation insurance to more than 7,000 policyholders in Florida. FCBI is a diversified Fund with more than $125 million in assets and $38 million in reserves, that partners with retailers, construction firms, artisan contractors and service providers.
Retirement Benefits Rank
Market Competitive
BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS
BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS
Jacksonville, Florida
25-49 employees
Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.
Retirement Benefits Rank
Market Competitive
8-KOI, INC.
8-KOI, INC.
Melbourne, Florida
100-499 employees
At 8-koi™, we design, build, staff, and supply. We deliver service excellence across four divisions: Design Engineering, Construction, Technical & Administrative, and Healthcare. 8-koi is a certified Economically Disadvantaged Woman Owned Small Business (EDWOSB) headquartered in Melbourne, FL with offices in Jacksonville, FL and El Paso, TX. 8-koi delivers full-spectrum contracting solutions with a human touch. We are passionate about solving problems and dependably completing projects on time and within budget. We thoughtfully stand ready to help you meet your goals in Mechanical/Electrical/Plumbing (MEP) and structural engineering, building and renovation, Systems Engineering and Technical Assistance (SETA), procurement and acquisition, and medical staffing and supplies. Our small and nimble firm was founded August 8, 2008, on principles of service excellence derived from years of experience in niche consulting for government contract accounting. Built on a foundation of astute financial expertise and tenacity by our Founder and President, Inga I. Young, 8-koi has increased its revenue every year past initial startup and employs an effective team of highly qualified personnel around the globe. 8-koi can be found on the frontlines supplying PPE for COVID-19 response and direct patient care to Wounded Warriors. Our people are working behind the scenes to manage electronic medical records and train personnel using advanced medical simulation. We are designing and building healthcare facilities, hospitals, colleges and academic institutions for the next generation. Our technical services extend to constructing the infrastructure needed to support the operations of NASA Kennedy Space Center and Cape Canaveral Space Force Station in the 21st Century.
Retirement Benefits Rank
Market Laggard
FINANCIAL DESIGNS, INC
FINANCIAL DESIGNS, INC
Miami, Florida
25-49 employees
Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. We bring a high level of experience and a collaborative team approach to meeting clients'​ needs, many of whom we've served since our founding more than 50 years ago. We utilize our experience to navigate the ever-changing tax and regulatory environment, while helping deliver innovative, cost-effective financial solutions to our clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. Financial Designs'​ spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc., nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities 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 they are not indicative of future performance or success Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated. CA Insurance License #0L28049
Retirement Benefits Rank
Market Laggard
LIBERTY FUNDING SOLUTIONS, LLC
LIBERTY FUNDING SOLUTIONS, LLC
Fort Lauderdale, Florida
1-24 employees
Headquartered in Fort Lauderdale, Florida, Liberty Settlement Funding is a specialty finance company that purchases future cash flows from structured settlements and annuities in exchange for a lump sum payment. With access to the most competitive financing in the industry, Liberty strives to make sure that their customers receive the most money for their payments as quickly as possible. Life doesn't wait, why should you? Call us at 1-855-285-4158 today!!!
Retirement Benefits Rank
Below Market
STORM KING CLAIMS, LLC
STORM KING CLAIMS, LLC
Pinellas Park, Florida
1-24 employees
Storm King Claims Services is a Property & Casualty claims company based out of Pinellas Park, Florida.
Retirement Benefits Rank
Below Market
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