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Showing 1 - 12 of 18 results
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
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
Market Laggard
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
Top Benefits
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
BETTER ODDS, LLC
BETTER ODDS, LLC
Naples, Florida
1-24 employees
Better Body Group Personal Training in Sevenoaks, Blackheath and Wimbledon. Small group classes, Fat Loss, Health Improvement and Young Athlete development in Sevenoaks, London.
Retirement Benefits Rank
Top Benefits
STRATEGIC WEALTH PLANNING, INC.
STRATEGIC WEALTH PLANNING, INC.
Naples, Florida
1-24 employees
At Strategic Wealth Planning Inc., we pride ourselves on our ability to offer proactive guidance on more than just investments and insurance. We are comprehensive wealth consultants for individuals and businesses, focused on providing tax efficient solutions for issues relating to: •Accumulating wealth through asset allocation •College planning •Distributing income in retirement •Business succession strategies •Life, long-term care, disability, and other insurance gaps •Setting up trusts, wills, charitable gifts, private foundations, and other areas related to estate planning •Taxation Our client-first philosophy dictates that we develop, implement, and review customized plans that target your needs and goals, even when they change over time. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Our mission is to help our clients meet life’s complex financial challenges. Your success is our objective, and service is our top priority! Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, MA, MO, NC, NJ, NV, OR, PA, TX, VA, WA, WI. 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. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Leading
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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
AVIANCE CAPITAL PARTNERS, LLC
AVIANCE CAPITAL PARTNERS, LLC
Naples, Florida
1-24 employees
Our mission is excellence in serving investors with personalized advice and efficient investment solutions. Aviance Capital Partners offers a combination of guidance, a proprietary investment platform, and personalized service. We pride ourselves on: -Providing a warm, personalized, and consultative approach to solving investor needs -Guiding investors with experienced planning professionals and an advanced technology platform -Offering an array of proprietary investment solutions in a customized manner -Presenting market insights with regular commentary and webcasts
Retirement Benefits Rank
Top Benefits
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
MUTUAL TRUST ADVISORY GROUP
MUTUAL TRUST ADVISORY GROUP
Estero, Florida
1-24 employees
As a financial advisor, Mutual Trust Advisory Group is uniquely positioned to act in the best interest of our clients. Serving with meaning is at the heart of all we do, the foundation of a relationship built on trust in guiding our clients financial welfare. Our heart to truly serve will become apparent quickly. We evaluate every aspect of your financial welfare – beyond investments. We go the extra mile to consider every detail of your financial future and how it fits with your investment strategy. Investment advice offered through Mutual Trust Advisory Group, a registered investment advisor. LinkedIn Disclosures: https://mutualtrustadvisorygroup.com/linkedin-disclosures/
Retirement Benefits Rank
Market Competitive
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
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