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Showing 1 - 12 of 16 results
LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
Weston, Florida
1-24 employees
Lifespan Financial Strategies, Inc. is a fee-based financial planning and investment advisory firm located in Weston, Florida. We are a fiduciary to you. Our firm provides the knowledge and experience to assist our clients in working towards their life-long financial goals for themselves and their families while living for today in a safe and realistic manner.I earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 1996 and I focus my practice on the needs of families throughout all of life’s stages. I completed my studies for the CERTIFIED INVESTMENT MANAGEMENT ANALYST™ (CIMA)® designation at the University of Pennsylvania’s Wharton School of Business, Executive Education Program. I completed my studies for the CERTIFIED PRIVATE WEALTH ADVISOR™ (CPWA)® at the University of Chicago Booth School of Business.
Retirement Benefits Rank
Top Benefits
AZ APICE CAPITAL MANAGEMENT LL
AZ APICE CAPITAL MANAGEMENT LL
Miami, Florida
1-24 employees
AZ APICE CAPITAL MANAGEMENT LLC is a financial advisory company based out of 1450 BRICKELL AVE, Suite 2610, Miami, Florida, 33131, United States.
Retirement Benefits Rank
Top Benefits
GLOBAL AGORA LLC
GLOBAL AGORA LLC
Miami Beach, Florida
25-49 employees
Global Agora is an early-stage venture capital fund. Operated by entrepreneurs, Global Agora launches its own companies, invests in start-ups and seed-stage, high growth potential companies. We have some exciting brands under our umbrella including SUP ATX; the leading stand up paddle board distributer, Union Square Media; a full service digital advertising agency, Maximus; a 21st century media buying software that puts native advertising strategies on auto-pilot, as well as several other marketing and tech start-ups. Working for Global Agora gives you the opportunity to work across all of our companies and gain exposure to many industries within the tech and media space.
Retirement Benefits Rank
Below Market
GEOSPHERE CAPITAL MANAGEMENT LLC
GEOSPHERE CAPITAL MANAGEMENT LLC
Miami Beach, Florida
1-24 employees
Geosphere is an SEC Registered Investment Advisor focused on public equity investing across the natural resources ecosystem, taking advantage of the dislocations created by energy transition. We invest globally using a combination of top down and bottom-up analysis to create alpha over the long term. Our mission is to be a performance oriented, client centric investment partnership where ethics and integrity are a core part of how we operate. Our investment team has a combined 70 years of experience in analyzing and investing in global equities.
Retirement Benefits Rank
Below Market
MERITED WEALTH, LLC
MERITED WEALTH, LLC
North Bay Village, Florida
1-24 employees
At Merited Wealth, we stand with the visionaries, the builders, the individuals who have put in the work and have personal financial goals. Our clients are entrepreneurs, self-employed professionals, and executives who are ready, willing, and able to make a positive change in their personal and professional lives. We are built for your Growth Mode, and beyond!
Retirement Benefits Rank
Market Competitive
GREENTREE FINANCIAL GROUP, INC.
GREENTREE FINANCIAL GROUP, INC.
Plantation, Florida
1-24 employees
Greentree was started in 1999 and maintains three offices in Ft. Lauderdale, Florida, Charlotte, North Carolina and Guangzhou China. Greentree was formed primarily to provide solutions for smaller to medium companies to be able to access the public markets, raise capital, or position themselves for acquisitions. What we found is that many local companies were experiencing challenges to grow into regional or national companies. In most cases, the challenges were either related to insufficient working capital or lack of sales and distribution partners for their product or service. Our network of bankers, attorneys, CPA’s and other professionals is extensive and we feel we can add value to almost any company that has a sound business model looking to expand through a listing on the US equities markets. We have worked with over 150 public companies in a range of listing tiers from, grey sheet, pinksheet, OTC Bulletin Board, AMEX, NASDAQ and NYSE. If you have a company that you believe is ready to expand through a US listing we would be happy to speak to you and evaluate your options. If you are already a public company and would like to discuss how we can help you meet your goals, we would be happy to speak to you. We promise to lend an open ear to your needs and ensure we swiftly and adequately respond with a cost-effective solution.
Retirement Benefits Rank
Top Benefits
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FIORI FINANCIAL GROUP
FIORI FINANCIAL GROUP
Ft Lauderdale, Florida
1-24 employees
FFG, based in Fort Lauderdale, Florida, is a progressive, leading edge provider of full-service, personalized financial strategies. We specialize in working with affluent individuals, professional practices and executives.We enter every client situation with a disciplined approach to building financial strategies. •This page is a publication of FFG Partners, LLC DBA Fiori Financial Group, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. •The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.
Retirement Benefits Rank
Market Laggard
BRADY FINANCIAL, INC.
BRADY FINANCIAL, INC.
Doral, Florida
1-24 employees
BRADY FINANCIAL, INC is an investment banking company based out of 10305 NW 41ST ST, Doral, Florida, United States.
Retirement Benefits Rank
Top Benefits
ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC
Aventura, Florida
1-24 employees
More than family We are a group of financial advisors dedicated to ensuring you and your family’s wealth. We embrace your past, are committed to your present and together plan your future. We understand your situation and treat your assets as if they were ours; together we deal with any problem, just like family. Expertise We have over 20 years of experience helping more than 150 families to achieve their goals regardless of market conditions, so we advise with confidence. Added value We make sure that our service fee is worth your money, not only because of the economies of scale and our strong relationships with banking institutions and providers but also due to the results of our performance and the solutions we bring to the table. Comprehensive Solutions We are not your typical financial advisor only focused on investments. We go beyond and seamlessly coordinate with different professionals to “orchestrate” the best possible outcome. At the forefront We have invested our capital and time to access experts in various fields, segments, and industries to grow and protect your assets. We are up to date with the latest trends and technologies and prepare for changes within the industry. We do good We feel privileged to be in a position of giving and helping, our objective is to assist clients as well as others less fortunate through the success of our good work. Please visit the following link for disclosures and privacy policy: https://activestwm.com/disclosures-privacy-policy/
Retirement Benefits Rank
Below Market
TREECE FINANCIAL GROUP, INC.
TREECE FINANCIAL GROUP, INC.
Miami, Florida
1-24 employees
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.
Retirement Benefits Rank
Market Laggard
FORTIS PRIVATE WEALTH ADVISORS
FORTIS PRIVATE WEALTH ADVISORS
Miami, Florida
1-24 employees
FOCUS: Family Office, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategy, Risk Management, Trading, Investment Research and Analysis, Due Diligence, Venture Capital, Private Equity, Caribbean & Latin America, Trend Analysis, Financial Advisory, Asset Management, Strategic Financial Planning, Cash Management, Retirement Planning, Estate Planning, Strategy, Equities, Hedge Funds, Private Banking, Banking, Alternative Investments, Emerging Markets
Retirement Benefits Rank
Market Competitive
OSBORN FINANCIAL GROUP, INC.
OSBORN FINANCIAL GROUP, INC.
Hollywood, Florida
1-24 employees
Osborn Financial Group, Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service. For health insurance quotes visit www.osbornhealthinsurance.com
Retirement Benefits Rank
Market Competitive
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