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Showing 1 - 12 of 12 results
DUNN CAPITAL MANAGEMENT LLC
DUNN CAPITAL MANAGEMENT LLC
Stuart, Florida
All Size Average employees
DUNN Capital Management, LLC is a Commodity Trading Advisor ("CTA") located in Stuart, Florida. Founded in 1974, DUNN is one of the oldest managed futures firms in the industry, and its trading programs are quantitative, statistical and 100% systematic.
Retirement Benefits Rank
Top Benefits
DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC
Palm Beach Gardens, Florida
1-24 employees
DSM CAPITAL PARTNERS LLC actively manages growth stock investment portfolios for a wide range of clients, including pension plans, foundations and endowments, other institutions, and individual investors. DSM was founded in 2001 by Daniel Strickberger and Stephen Memishian. Headquartered in Palm Beach Gardens, FL, DSM manages approximately $10 billion across domestic, international and emerging markets through a variety of investment vehicles.
Retirement Benefits Rank
Top Benefits
MONEY CONCEPTS CAPITAL CORP.
MONEY CONCEPTS CAPITAL CORP.
Palm Beach Gardens, Florida
50-99 employees
Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices"​ to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts
Retirement Benefits Rank
Top Benefits
PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, Florida
1-24 employees
Built on a foundation of integrity and personalized service, Professional Advisory Services, Inc. (PASI) was founded in 1977 and has grown to become one of Florida’s largest independent money management firms. We have clients in over 30 states and AUM of $1.1 billion as of 12/31/2021. PASI invests client funds in high quality stocks and investment grade bonds. The allocation of funds to each asset class is tailored to the individual client's risk tolerance and financial situation. Equities: High-quality large cap. growth stocks, with a mix of small and mid-cap. companies. We favor companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet. Fixed Income: Exclusively investment grade bonds. Typically, the bond portfolio is laddered over a five-year period and held to maturity. This conservative approach ensures a stable, predictable income stream. When appropriate we purchase tax-free municipal bonds. PASI is registered as an investment adviser with the SEC and only conducts business in states where it is properly notice filed or is excluded from registration requirements. 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 expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. You should consult an attorney or tax professional regarding your specific legal or tax situation. PASI is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
Retirement Benefits Rank
Below Market
HOUCHIN ERNST WEALTH ADVISORS, LLC
HOUCHIN ERNST WEALTH ADVISORS, LLC
Palm Beach Gardens, Florida
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market
GUNN'S QUALITY GLASS AND MIRROR, INC.
GUNN'S QUALITY GLASS AND MIRROR, INC.
Jupiter, Florida
1-24 employees
Family owned and operated business that specializes in hurricane impact resistant windows and doors, custom frameless shower enclosures, glass railings, and any other of your custom glass needs.
Retirement Benefits Rank
Market Laggard
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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
LPFG OF PALM BEACH, INC. DBA CARY STAMP & CO.
LPFG OF PALM BEACH, INC. DBA CARY STAMP & CO.
Tequesta, Florida
1-24 employees
We are dedicated to helping clients achieve true wealth in every phase of their lives. Our advisory team provides sophisticated wealth management and financial planning solutions founded on the CFP® (CERTIFIED FINANCIAL PLANNER™). For those who have a need for planning, we create comprehensive, holistic plans—often in collaboration with clients'​ attorneys and accountants— that align with client goals and aspirations, their needs, investment objectives, risk tolerance, and time horizon. If you simply need more effective management of a piece of the puzzle, such as asset management, that will be addressed in detail. Cary himself is a frequent speaker on financial planning topics, has written many financial articles and has been quoted in print and on broadcast media. He and his wife Sharon have one daughter, Sarah, who is a college student and lacrosse player in Colorado. Cary is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst™, Accredited Investment Fiduciary®, Chartered Advisor in Philanthropy® and an Accredited Estate Planner®. This communication is strictly intended for individuals residing in the states of: AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MD, MI, NC, NM, NV, NY, OH, OR, PA, SC, TX. 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. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Cary Stamp & Company, 110 Bridge Road, Tequesta, FL 33469. (561)417-7700 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Top Benefits
SLATESTONE WEALTH, LLC
SLATESTONE WEALTH, LLC
Jupiter, Florida
25-49 employees
SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning.
Retirement Benefits Rank
Market Leading
STEADY RETURNS, LLC
STEADY RETURNS, LLC
Port St. Lucie, Florida
1-24 employees
As the CEO of Steady Returns I am responsible for leading and inspiring our team. My three most important functions include investment management, recruiting, and sales growth. We are trying to build an advisory firm to be proud of, one where employees and clients are both treated with great care.
Retirement Benefits Rank
Top Benefits
J. BIANCE WEALTH MANAGEMENT, LLC
J. BIANCE WEALTH MANAGEMENT, LLC
Sebring, Florida
1-24 employees
J. Biance Financial focuses on helping pre-retirees and retirees create ideal strategies for retirement. The uncertainty and volatility in the world today can make this season of life challenging. Whether it is market risk, outliving your money, or being a burden on your children, retirees and soon to be retirees, face decisions that are specific to their state in life. At J. Biance Financial we emphasize the preseration of our clients' life savings, the optimization of retirement income, and passing on assets in the most efficient manner possible. Investing involves risk, including the potential loss of principal. Any references to protection benefits, generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1879168 - 7/23
Retirement Benefits Rank
Market Competitive
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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