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Showing 1 - 12 of 19 results
INNOVATIVE PARTNERS LP
INNOVATIVE PARTNERS LP
Boca Raton, Florida
500+ employees
Innovative Payment Technologies is a computer software company based out of 750 Park of Commerce Blvd, Boca Raton, FL, United States.
Retirement Benefits Rank
Market Laggard
INNOVATIVE INSURANCE CONSULTANTS, INC.
INNOVATIVE INSURANCE CONSULTANTS, INC.
Coral Springs, Florida
1-24 employees
INNOVATIVE INSURANCE CONSULTANTS, INC. is an insurance company based out of 5461 UNIVERSITY DR., CORAL SPRINGS, Florida, United States.
Retirement Benefits Rank
Below Market
STRATEGIC RETIREMENT GROUP
STRATEGIC RETIREMENT GROUP
Stuart, Florida
1-24 employees
Strategic Retirement Group (SRG), now a OneDigital company, is an independent and full service retirement plan consulting firm and industry leader in the Not-for-Profit and Corporate sectors. Launched in 2006 by 30 year retirement plan advisor, David Hinderstein, SRG is reinventing retirement plan benefit consulting. Our mission is to help plan sponsors manage risk, ensure their plans offer optimum investment options, receives the best value and services from plan vendors, and improve results from employee communications. The SRG Difference is built on the deep experience of our Team, and client-centric approach. • We are nationally recognized industry thought leaders • We are solely focused on retirement benefit plans; we have the knowledge and experience to take your plan to the next level • We're the “go to source"​ in the Not-For-Profit sector; our knowledge in 403(b) and DB plans is unsurpassed • We use proprietary processes to deliver innovative solutions • We conduct peer benchmarking against a higher standard; our own clients and your competitors • We are an independent advisory firm and provide unbiased investment advice • We have strong provider knowledge and bargaining power to drive custom-tailored solutions with optimal results • We move your employees to action though targeted, clear and consistent messaging and user-friendly communication materials • We are supported by the powerful resources, tools and research of Triad Advisors Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment Advice offered through Resources Investment Advisors, LLC, an SEC-registered investment advisor. SRG and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.
Retirement Benefits Rank
Top Benefits
DEAKINS-CARROLL INSURANCE AGENCY, INC.
DEAKINS-CARROLL INSURANCE AGENCY, INC.
Port Salerno, Florida
1-24 employees
Deakins Carroll Insurance Agency is an insurance company based out of 5600 SE Federal Hwy, Stuart, Florida, United States.
Retirement Benefits Rank
Top Benefits
FINANCIAL PLANNING INVESTMENT GROUP, INC.
FINANCIAL PLANNING INVESTMENT GROUP, INC.
West Palm Beach, Florida
1-24 employees
FINANCIAL PLANNING INVESTMENT GROUP, INC. is a financial services company based out of 1615 FORUM PLACE, WEST PALM BEACH, Florida, United States.
Retirement Benefits Rank
Below Market
COASTAL ADJUSTMENT SERVICES, INC.
COASTAL ADJUSTMENT SERVICES, INC.
West Palm Beach, Florida
1-24 employees
Handling Daily claims. Homeowners HO3, HO6, DP1 and HO8. During the employment in Coastal adjustments closed more than 1,500 + daily claims for Universal Property and Casualty
Retirement Benefits Rank
Market Laggard
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CENTURY ADVISORY SERVICES, INC.
CENTURY ADVISORY SERVICES, INC.
Boca Raton, Florida
1-24 employees
CRA is a trusted partner for businesses, municipalities, professional service providers and individuals in providing the highest level of insurance and risk management expertise. CRA serves as an objective advocate for its clients, conveying innovative and value-driven insurance and risk-management services, including commercial insurance, employee benefits, consulting services, and personal insurance. CRA works to build long-term business relationships with utilizing a client-focused mindset.
Retirement Benefits Rank
Market Leading
MONTANTI ADVISORY SERVICES, LLC
MONTANTI ADVISORY SERVICES, LLC
Boca Raton, Florida
1-24 employees
Montanti Advisory Services LLC specializes in 401k Plan consulting for plan sizes between $1 million to $50 million in assets, as well as full-scale private wealth management and financial planning for individual clients. 401k Plan Consulting For nearly six decades, we have been implementing our measurable system with the goal of helping plan sponsors and plan participant’s design a more effective and achievable retirement life. We do this while striving to help plan sponsors reduce plan expenses and providing enhanced Fiduciary Support for their retirement plan. Some Industries and Clients We Work With: - Aerospace - Maritime - Trucking and Warehousing - Construction - Medical/Biotech - Manufacturing - Energy - Coal/Oil & Gas - Country Clubs/Leisure Management - Publishing - Real Estate - Industrial Base Metals - Food Service - Legal - Architects Wealth Management and Financial Planning Alongside the 401k consulting services at Montanti Advisory Services, Inc., we also serve the personal wealth management and financial planning needs of high income earning individuals and families. Our role as advisors is to adequately align financial goals with a reasonable rate of return in order to pursue results without unnecessary risk, while planning for the future and the legacy of our clients. Disclosure: Securities and advisory services offered through LPL, a registered investment advisor, Member SIPC, sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been previewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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.
Retirement Benefits Rank
Top Benefits
FLAG INSURANCE SERVICES, INC.
FLAG INSURANCE SERVICES, INC.
Hobe Sound, Florida
1-24 employees
FLAG INSURANCE SERVICES, INC. is an insurance company based out of 111 W. JACKSON BLVD., SUITE 1149, CHICAGO, Illinois, United States.
Retirement Benefits Rank
Market Leading
SOUTH FLORIDA CASUALTY, INC
SOUTH FLORIDA CASUALTY, INC
Lantana, Florida
1-24 employees
SOUTH FLORIDA CASUALTY, INC is an insurance company based out of 415 N 4TH ST, Lantana, Florida, United States.
Retirement Benefits Rank
Below Market
JDA INSURANCE GROUP LLC
JDA INSURANCE GROUP LLC
Lake Worth, Florida
1-24 employees
JDA Insurance Group is an Independent Property & Casualty / Health Insurance Company servicing Florida families and businesses. Our mission is to deliver competitive insurance rates and programs; along with industry leading customer service. The JDA Insurance Group offers its clients the resources of our largest competitors, with the accessibility and personal care of a local business. The reason JDA Insurance Group’s business is over 90% referral based is that at JDA Insurance Group we care about each client and save them money! As an independent insurance agency we have availability to today’s most competitive pricing. Plus, we have the technology in place to ensure our client’s receive the best value at renewal time JDA Insurance Group strives to not only be your “transactional” insurance agency, but more importantly, the risk advisor to protect your family, assets and business.
Retirement Benefits Rank
Market Competitive
ADVANCED PROFESSIONAL SERVICES, LLC
ADVANCED PROFESSIONAL SERVICES, LLC
Deerfield Beach, Florida
1-24 employees
Headquartered in Deerfield Beach, APS has been a leading provider of professional liability insurance for the medical community since 1999. Steady growth over the years has created the agency we are today. Our goal is to deliver cost effective, quality insurance protection to our physician clients while focusing on their best interests. Our highly acclaimed staff works diligently for physicians to develop the best solutions for their insurance needs.
Retirement Benefits Rank
Market Competitive
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