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Showing 1 - 12 of 23 results
IMZ FINANCIAL SERVICES, INC.
IMZ FINANCIAL SERVICES, INC.
Boca Raton, Florida
1-24 employees
At IMZ Financial Services, Inc. we understand the complexities of managing your financial resources and preparing for retirement. Led by President of the firm and industry leader, Irwin Zagoria, we are here to help guide you through the unique challenges of planning for retirement, implementing tax-saving investment solutions, and navigating through the financial transitions that life brings. Whether you are building wealth or protecting your assets through retirement, our personalized services focus on your specific needs, wants, and long‐term goals. Find out how IMZ can help you, your business, and your family today! Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
Retirement Benefits Rank
Market Leading
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
CLARITY FINANCIAL PLANNING, INC.
CLARITY FINANCIAL PLANNING, INC.
Coral Springs, Florida
1-24 employees
Through creativity, integrity & dedication, we lead our clients to clear goals & strategies so they can pursue abundant and fulfilled lives.
Retirement Benefits Rank
Below Market
CONSILIUM INVESTMENT MANAGEMENT LLC
CONSILIUM INVESTMENT MANAGEMENT LLC
Fort Lauderdale, Florida
1-24 employees
There is a vast universe of investible companies in Frontier and Emerging Markets. Our goal is to identify those companies whose stock prices will outperform their peers in concentrated, conviction-weighted portfolios over their respective business cycles. Consilium employs an active management style and has a track record that has cumulatively outperformed its benchmark for over a decade. As the markets continue to develop and grow, our portfolio of strategies will follow.
Retirement Benefits Rank
Below Market
MMX MANAGEMENT, LLC
MMX MANAGEMENT, LLC
Boca Raton, Florida
1-24 employees
MMX utilizes a concentrated and specialized approach to working with hedge fund managers and only targets exclusive long term partnerships with a select group of best in class managers to accompany them through their life cycle. Our services entail: Capital Raising Investor Relations Global Branding and all aspects of Business and Product Development Find out more about our company at www.mmxmanagement.com
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
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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
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
IPCP MANAGEMENT, LLC
IPCP MANAGEMENT, LLC
Boca Raton, Florida
1-24 employees
Our mission is to become an extension of our customers security solutions team, enabling our customers to improve the efficiency of their ID card production, while reducing ID supply costs. Incorporated in 2008, 3iD Management provides secure access control & ID credential supplies to universities, hospitals, government agencies and companies across the globe. After 3iD created strategic alliances with HID/Fargo, Ingersoll Rand, Datacard, Zebra and other global security leaders, 3iD expanded their staff of security experts. Today 3iD is a leading supplier of high quality identification products. We offer our know-how and best prices on ID Card Printers, Printer Ribbons, Access Control Cards, Access Readers, Badge Reels and Holders. 3iD is grateful to have earned and retained hundreds of satisfied global customers.
Retirement Benefits Rank
Market Leading
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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