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Showing 1 - 8 of 8 results
CERTIFIED FINANCIAL GROUP, INC.
CERTIFIED FINANCIAL GROUP, INC.
Altamonte Springs, Florida
25-49 employees
Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIAL PLANNER™ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures. Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm 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 are not indicative of future performance or success. · Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.
Retirement Benefits Rank
Top Benefits
HOLLAND ADVISORY SERVICES INC.
HOLLAND ADVISORY SERVICES INC.
Ormond Beach, Florida
25-49 employees
Nothing contained herein should be considered investment, insurance, tax, or legal advice. Views expressed concerning specific securities are not an offer to buy or sell. Investment advice and planning services can only be given after an analysis of an individual's situation and only where Holland Advisory Services is registered or exempt from registering. Investment advisory services are offered through Holland Advisory Services, Inc., a registered investment advisory firm. Insurance products are offered through Holland Insurance Services, Inc. Tax return preparation services are offered through Holland, Tacinelli, CPAs, P.A. Business brokerage services are offered through Holland Business Brokers, Inc. These companies are affiliated with Holland Financial, Inc. David D. Holland, CPA, and Steven Tacinelli, CPA, can act as trustee, successor trustee, and/or personal representative for clients'​ estates. These services are provided in their respective individual capacities. Neither Holland Financial, Inc., nor its affiliated companies, is a trust company or bank, and estate and trust services are separate and distinct from financial services available from these entities. Holland and Tacinelli are not attorneys and do not offer legal advice or prepare legal documents. Clients are encouraged to seek legal advice from a licensed attorney of their choosing regarding their estate planning and legal matters. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Thank you, but the firm cannot accept endorsements, recommendations, or testimonials on LinkedIn due to investment advisory compliance rules.
Retirement Benefits Rank
Market Competitive
COLLABORATIVE WEALTH MANAGEMENT, INC.
COLLABORATIVE WEALTH MANAGEMENT, INC.
Lake Mary, Florida
1-24 employees
CollaborativeWEALTH® is a highly orchestrated, integrated wealth planning and investment management firm serving affluent families, individuals, and businesses. Our group of highly qualified and seasoned professionals believe providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. One Team, One Focus…You.
Retirement Benefits Rank
Market Leading
CAPACUITY LLC
CAPACUITY LLC
Lake Mary, Florida
1-24 employees
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the design and funding of non-qualified programs. Through our comprehensive consulting and asset management services, we help our clients respond effectively to the latest trends impacting their executive benefit plans. We have developed proprietary analytics and technologies for optimizing tax, funding, and hedging strategies, which enable us to drive cost efficiencies and effectively manage our innovative solutions. The result is dramatically improved financial results for plan sponsors, and enhanced retirement outcomes for plan participants. Learn more at capacuity.com.
Retirement Benefits Rank
Below Market
SHARIAPORTFOLIO, INC
SHARIAPORTFOLIO, INC
Lake Mary, Florida
1-24 employees
ShariaPortfolio is a boutique asset manager specializing in Sharia-compliant investments. We offer professional, comprehensive wealth management solutions that align with Muslim faith to achieve clients’ financial goals. Among the first wealth managers to deliver Sharia-compliant and Islamic investments, ShariaPortfolio carefully maintains social responsibility and ethics in its investment choices. Our investment philosophy is rooted in value investing and fundamental analysis, taking a long-term perspective and a disciplined, professional approach when offering clients a full suite of services. ShariaPortfolio, comprised of wealth management professionals with deep expertise, is the halal way to invest. DISCLAIMER: ShariaPortfolio Inc. makes no representations or warranties about the accuracy or suitability of any information in the webinar and related materials (such as handouts, presentation documents and recordings); all such content is provided to webinar registrants on an “as is” basis. The information in the webinar is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances. ShariaPortfolio, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser under the U.S. Investment Advisers Act of 1940, as amended. ShariaPortfolio provides investment advisory services to advisory clients. This presentation is intended solely to provide information regarding ShariaPortfolio’s capabilities for prospective investors and is not an offer to sell to any person, or a solicitation from any person of an offer to buy, any securities.
Retirement Benefits Rank
Below Market
MOTO FINANCIAL
MOTO FINANCIAL
Maitland, Florida
100-499 employees
Through our close network of devoted mortgage professionals, our commitment is to deliver honesty, integrity, and world class service to all of patrons. We work closely to provide world class service to individuals who are seeking the best possible ways to purchase or refinance their homes!
Retirement Benefits Rank
Below Market
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G A REPPLE FINANCIAL GROUP INC
G A REPPLE FINANCIAL GROUP INC
Casselberry, Florida
25-49 employees
G.A. Repple & Company is an investment banking company based out of 101 NORMANDY RD, Casselberry, Florida, United States.
Retirement Benefits Rank
Market Laggard
VOYAGE RETIREMENT SOLUTIONS LLC
VOYAGE RETIREMENT SOLUTIONS LLC
Altamonte Springs, Florida
1-24 employees
It is our privilege to provide our clients with a clear direction to help them achieve their financial goals. It’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies & asset management services use various investments & insurance products to help you meet financial goals. We work in concert with tax professionals and attorneys to advise you on specific aspects of your financial strategy. Securities & Advisory Services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org)/SIPC (www.sipc.org). 11440 N Jog Road, Palm Beach Gardens FL 33418 (561) 472-2700. Voyage Retirement Solutions & GWN Securities, Inc. are non-affiliated companies. This is not an official site of GWN Securities, Inc (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.
Retirement Benefits Rank
Below Market
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