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Showing 1 - 12 of 13 results
LPF ADVISORS LLC
LPF ADVISORS LLC
Sarasota, Florida
1-24 employees
LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.
Retirement Benefits Rank
Top Benefits
PENINSULA ASSET MANAGEMENT, INC.
PENINSULA ASSET MANAGEMENT, INC.
Bradenton, Florida
1-24 employees
Peninsula Asset Management Inc is an investment management firm headquartered at 1001 3rd Ave W # 220, Bradenton, Florida, United States.
Retirement Benefits Rank
Market Competitive
MOSELEY INVESTMENT MANAGEMENT, INC.
MOSELEY INVESTMENT MANAGEMENT, INC.
Bradenton, Florida
1-24 employees
Moseley Investment Management is a registered investment advisor that provides financial planning, consulting, and investment advisory services to individuals, pension and profit-sharing plans, estates, and business entities. Our team’s first priority is our clients and the preservation of their lifetime earnings. We focus on crafting personalized portfolios, retirement planning strategies, and asset management services tailored to your unique goals and circumstances. Our approach prioritizes understanding your individual needs, ensuring your investments align perfectly with your financial journey. We incorporate comprehensive technology that allows our clients to be more informed and in control of our solutions and to be more confident about their financial situation. With years of experience as an investment advisor, our firm understands that financial success is deeply personal. We value regular communication with our clients, both in order to stay current with important changes in their lives and to communicate and track their progress towards their specific goals. Our Services Include: Net Worth Management Investment Management Retirement Planning and Tracking Estate and Inheritance Planning Tax Strategies Employee Stock Option Planning College Funding Strategies
Retirement Benefits Rank
Market Leading
OPINICUS CAPITAL, INC.
OPINICUS CAPITAL, INC.
Tampa, Florida
1-24 employees
Opinicus is a boutique investment management and financial planning firm founded by entrepreneurs, for affluent professionals and entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters. With clients throughout the United States, our focus is the prudent management of our clients’ investments and collaborative financial planning through our proprietary “Wealth Advancement Consulting” program. Advisory services offered through Opinicus Capital, a registered investment advisor. (www.OpinicusInc.com)
Retirement Benefits Rank
Top Benefits
MILLER VALUE PARTNERS, LLC
MILLER VALUE PARTNERS, LLC
Sarasota, Florida
1-24 employees
At Miller Value Partners, we think and invest differently. We believe that the best investment opportunities arise from understandable human behavioral tendencies. Valuing businesses and patiently owning them until they reach fair value is at the core of what we seek to do. We use research from economics, science and psychology to help us understand the market as a complex adaptive system. We offer distinct, flexible, and unconventional investment strategies. Bill Miller IV, CFA is the owner, Chairman and Chief Investment Officer of Miller Value Partners. Visit our LMM LLC page for past posts.
Retirement Benefits Rank
Market Leading
RGSHERRILL, INC.
RGSHERRILL, INC.
Bradenton, Florida
1-24 employees
Retirement is likely the biggest financial decision you will make. As your advisors, our job is to answer your questions in plain English so that you can make informed decisions. With over 20 years of experience, we specialize in offering comprehensive financial planning and investment portfolios for those near or in retirement. Turning your investments into a reliable income stream while minimizing taxes requires a different skill set than saving. Our goal is to make your retirement transition seamless and stress free. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Sherrill Wealth Management, 2520 Manatee Ave W Suite 200 Bradenton, Fl 34205 941-745-2201. This communication is strictly intended for individuals residing in the states of FL, GA, NC, ME. No offers may be made or accepted from any resident
Retirement Benefits Rank
Market Laggard
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VERIDIS MANAGEMENT LLC
VERIDIS MANAGEMENT LLC
Tampa, Florida
1-24 employees
Veridis is a fund management company investing in complex litigation claims and other assets and situations driven by legal or regulatory processes. The company’s primary investment vehicle, Veridis LP, is an evergreen fund with committed capital and a flexible investment mandate. Veridis’s team combines experience in private equity investment and complex litigation. The company is committed to its core values of customer service, excellence, integrity, and entrepreneurship.
Retirement Benefits Rank
Market Laggard
POTOMAC ADVISORS, INC.
POTOMAC ADVISORS, INC.
Lakewood Ranch, Florida
1-24 employees
Founded Potomac Advisors, Inc. Responsible for the research, development and implementation of EVO, the Evolutionary Market Timing System that has recorded 15+ years of outstanding performance with reduced risk. EVO has been verified to be in compliance with GIPS, (Global Investment Performance Standards), the financial industry standard for performance measurement developed by the CFA Institute. Formerly available exclusively to his former company under an exclusive license agreement, EVO signals are now available to other investment advisors under a license agreement and for direct management of accounts for individuals, companies and institutions by Potomac Advisors.Directs management of Potomac Advisor's conservative strategy for high yield bond fund investing, providing both income and capital appreciation with minimal draw downs through a long duration timed approach to fund investing taking advantage of the trending characteristics of high yield bonds.Winner of NAAIM's 2017 Shark Tank for Best Strategy. To learn more, visit: http://www.naaim.org/programs/naaim-shark-tank/.
Retirement Benefits Rank
Top Benefits
CAPSTAN FINANCIAL CONSULTING GRO
CAPSTAN FINANCIAL CONSULTING GRO
Sarasota, Florida
1-24 employees
Capstan Financial Consulting Group, Sarasota, FL 34236, This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.
Retirement Benefits Rank
Market Leading
GOODRICH WEALTH PLANNING
GOODRICH WEALTH PLANNING
Saint Petersburg, Florida
1-24 employees
Worked with and under Sean Goodrich in conducting market research and financial analysis to supportinvestment strategies and client recommendations.• Collaborated with senior analysts to prepare investment reports and presentations, enhancing dataaccuracy and efficiency.• Assisted in client relationship management by responding to inquiries and utilizing industry-standardfinancial software.• Participated in team meetings, contributing insights to improve operational processes and gainingexperience in wealth management services.
Retirement Benefits Rank
Top Benefits
ROSNACK FINANCIAL GROUP, INC.
ROSNACK FINANCIAL GROUP, INC.
Sarasota, Florida
1-24 employees
ROSNACK FINANCIAL GROUP, INC is an investment banking company based out of 2 N TAMIAMI TRL, Sarasota, Florida, United States.
Retirement Benefits Rank
Below Market
ANTHONY A HOLDS
ANTHONY A HOLDS
Sarasota, Florida
1-24 employees
Anthony Palmer is a military company based out of 1133 4th St # 306, Sarasota, Florida, United States.
Retirement Benefits Rank
Below Market
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