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Showing 1 - 7 of 7 results
WEALTH CARE LLC
WEALTH CARE LLC
Merritt Island, Florida
1-24 employees
Financial Planner
Retirement Benefits Rank
Market Leading
TREASURE COAST FINANCIAL PLANNING, INC.
TREASURE COAST FINANCIAL PLANNING, INC.
Vero Beach, Florida
1-24 employees
Treasure Coast Financial Planning, Inc. is a financial services company based out of 3418 Ocean Drive, Vero Beach, Florida, United States.
Retirement Benefits Rank
Market Competitive
KENNEDY OF TITUSVILLE, INC.
KENNEDY OF TITUSVILLE, INC.
Titusville, Florida
1-24 employees
KENNEDY OF TITUSVILLE, INC is an investment banking company based out of 1108 S WASHINGTON AVE, Titusville, Florida, United States.
Retirement Benefits Rank
Market Competitive
RALL CAPITAL MANAGEMENT, INC
RALL CAPITAL MANAGEMENT, INC
Rockledge, Florida
1-24 employees
Rall Capital Management is a fee-only, independent Registered Investment Advisory firm providing comprehensive financial planning and investment management services. With an office in Rockledge, Florida, we are a family owned and operated firm striving to serve other families so they can achieve a better return on life. Founded by Bob Rall, CFP®, in 2004, we have focused from the start on building long-term relationships with our clients. We consider ourselves advocates for our clients, with every recommendation we give based on their best interests. We get to know each client’s situation in depth and provide personalized strategies that include investments, insurance needs, retirement plans, taxes, education funding, and legacy wishes. Comprehensive planning like this helps our clients see the big picture and make better decisions. And because we have taken the time to get to know them, we are able to hold them accountable and help them move steadily forward in achieving their goals.
Retirement Benefits Rank
Market Competitive
IMS PARTNERS, INC.
IMS PARTNERS, INC.
Melbourne, Florida
1-24 employees
IMS Partners, Inc. believes in providing our clients with more than just investment choices. We provide full financial planning for your retirement. Our program includes reviewing your investments, discussing your income needs, understanding your future goals, and putting together a plan designed to meet all of your expectations as well as your dreams. We also believe that the perfect estate plan, regardless how large or small the estate, is one that meets your needs while you’re alive, provides for your spouse after your demise, and passes EVERYTHING to your beneficiaries. Services Retirement planning, annuities, fixed indexed, indexed annuities, hybrid annuities, estate planning, tax planning, individual retirement plans, managed money, full service brokerage firm, portfolio management. Customers Served Retirees in all stages of retirement and those who are planning for retirement. Licenses, Certifications, Accreditations Certified Retirement Financial Advisor, Member, National Ethics Bureau, Independent Licensed Insurance Agent, Investment Advisor Representative (Florida). BIO We are a family-owned business. Julie McCarthy Decker and Paul F. McCarthy, III (brother and sister), together with their father, Paul F. McCarthy, have helped numerous people plan a long and successful retirement. We provide full financial planning for your retirement. We review your investments, discuss your income needs, understand your future goals, and put together a plan designed to meet all of your expectations as well as your dreams! We believe that the perfect estate plan, regardless how large or small, is one that meets your needs while you are alive, provides for your spouse after your death, and passes EVERYTHING to your beneficiaries!
Retirement Benefits Rank
Top Benefits
ARBOR FINANCIAL SERVICES OF FLORIDA, INC.
ARBOR FINANCIAL SERVICES OF FLORIDA, INC.
Melbourne, Florida
1-24 employees
Arbor Financial Services of Florida, Inc.-Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on many of the nation’s top TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven alternatives that place readers on a path to reach or exceed the specific yield necessary for their situation. Investment Advisory Services through Sound Income Strategies, LLC (SI), is an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. AF and SIS are not associated entities. (AF), is a franchisee of the Retirement Income Source (RIS), RIS and SIS are associated entities http://arbor-financial.com Sheri Taylor - Marketing, Production, and Technology Coordinator Andrea Hall - Client Relationship Specialist Karolyn McDonald - Operations specialist
Retirement Benefits Rank
Market Leading
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INTEGRITY ADVISORS, LLC
INTEGRITY ADVISORS, LLC
Vero Beach, Florida
1-24 employees
We are a tax law consulting firm dedicated to reducing the tax outlays of small businesses and the owners who run them. Compared to large corporations, small businesses pay a much higher percentage of their earnings to taxes. Our goal of tax planning is to maximize “after tax” income. On average we save our clients 15k-90k yearly. Stop Leaving Uncle Sam a TIP!!!! It's not what you make, it's how much you can KEEP that counts!!!
Retirement Benefits Rank
Market Leading
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