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Showing 1 - 10 of 10 results
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.
Tampa, Florida
50-99 employees
Our Mission Statement - J. W. Cole’s existence is solely dependent on its partner Advisors. When they succeed, we succeed. Our mission is to help our partners build great businesses. About J.W. Cole Financial, Inc. J.W. Cole Financial, Inc., Member FINRA /SIPC is a full service independent broker/dealer offering a wide array of general securities, investment products, and insurance services. With Financial Advisors throughout the U.S., our main objective is to provide them with the best products and services available in the financial services industry so that they can successfully service their clients'​ needs. Whether it is the relationship between the home office and the Financial Advisor or the Financial Advisor and the client, listening and comprehending the needs of those that work with us is key for the continued growth of J.W. Cole.
Retirement Benefits Rank
Market Leading
DYNASTY FINANCIAL PARTNERS, LLC
DYNASTY FINANCIAL PARTNERS, LLC
St. Petersburg, Florida
100-499 employees
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
Retirement Benefits Rank
Below Market
ANZU PARTNERS, LLC
ANZU PARTNERS, LLC
Tampa, Florida
50-99 employees
Anzu Partners is a venture capital and private equity firm that invests in breakthrough industrial technologies. We team with entrepreneurs to develop and commercialize technological innovations by providing capital and deep expertise in business development, market positioning, global connectivity, and operations. Anzu Partners has offices in Washington, DC, San Diego, CA, Boston, MA, Atlanta, GA, and Tampa, FL.
Retirement Benefits Rank
Top Benefits
JAFFE TILCHIN WEALTH MANAGEMENT
JAFFE TILCHIN WEALTH MANAGEMENT
Tampa, Florida
1-24 employees
Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management. We are a boutique private wealth management firm that is passionately committed to our clients success. Securities offered through Comprehensive Asset Management and Servicing Inc. (CAMAS), 1-800-637-3211. Member FINRA/SIPC/MSRB - Advisory services offered through Jaffe Tilchin Investment Partners, LLC. - Jaffe Tilchin Investment Partners, LLC is independent of CAMAS.
Retirement Benefits Rank
Top Benefits
IFP ADVISORS, LLC
IFP ADVISORS, LLC
Tampa, Florida
25-49 employees
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. At IFP, everything we do is with the financial professionals and their clients in mind. Our team of experienced professionals is committed to providing superior service and support personalized to each individual’s needs. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
Retirement Benefits Rank
Market Laggard
DAVIS II COMPANIES, LLC
DAVIS II COMPANIES, LLC
Tampa, Florida
1-24 employees
Faller, Davis & Associates, Inc. is a consulting civil engineering firm providing transportation design and operations, planning, and environmental services primarily to public sector clients throughout Florida. We are committed to maintaining strong relationships with our clients by being responsive to client needs and providing progressive, quality products. We maintain our strong reputation by ensuring that our highly competent and ethical staff has an enriching work environment that encourages teamwork and excellence. We value passion, respect, growth, hard work, and teamwork. Successful career applicants take an assessment that assists with ensuring that we are a great fit for you, and you are a great fit for our culture. This maximizes the opportunity for your success and to excel in your career in a comfortable, positive, and supportive work environment. We have flexible work hours and a hybrid work schedule – currently two days in the office and three days remote.
Retirement Benefits Rank
Below Market
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FINANCIAL INSTITUTION INFORMAT
FINANCIAL INSTITUTION INFORMAT
Clearwater, Florida
1-24 employees
12Grids, where we don't just navigate the digital landscape – we shape it. With our dynamic array of services, we're not just a provider; we're your digital transformation partner. From crafting captivating UI/UX designs to optimizing your SEO strategy, we're here to propel your online presence to new heights. But wait, there's more! We're not content with just the basics. Our team dives deep into providing web solutions that deliver top-notch customer experience for your brand. From payment devices and printers to sensors, biometric machines, and IoT smart lighting solutions– we're all about unlocking the full potential of connectivity. What sets us apart? Our passion for innovation and our unwavering commitment to your success. We don't just meet expectations; we exceed them. Whether you're a budding startup ready to make your mark or a Government corporation looking to take your digital game to the next level, 12Grids is the partner you can trust to guide you every step of the way.
Retirement Benefits Rank
Below Market
TRUE MARKET INSIDERS
TRUE MARKET INSIDERS
St. Petersburg, Florida
1-24 employees
True Market Insiders is a fast-growing data and investment education firm helping the do-it-yourself investor grow their wealth and take control of their financial futures. We provide readers with a set of data tools designed to show you what the stock market is actually doing. This window into what we like to call the “True Market” allows our readers to spot emerging investment and trading opportunities that Main Street never gets to see. Our data tools are backed by dozens of educational courses and webinars that will teach you exactly how the True Market works—and how to best profit from it. As a True Market Insider, you also have exclusive access to our roster of financial experts who will guide you on the path toward total financial freedom. Together, we’ll help you successfully manage your investments to secure both yours and your loved ones’ futures.
Retirement Benefits Rank
Below Market
THE LEVINE LEGACY GROUP LLC
THE LEVINE LEGACY GROUP LLC
Tampa, Florida
1-24 employees
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing
Retirement Benefits Rank
Market Laggard
SBF, LLC
SBF, LLC
St Petersburg, Florida
All Size Average employees
SBF Advisors is a full-service public accounting and advisory firm with offices in Florida and Tennessee. Privately held businesses in the affordable housing, automotive, healthcare, manufacturing, non-profit, real estate, and other sectors turn to us for lasting relationships that help them reach their goals. The benefits of working with us include: -A range of services and years of experience to support your business through both challenging and successful times. -A smart, dedicated, responsive, experienced team that guides you, works collaboratively alongside you, and has your back. -Celebrating your wins as our own. We do excellent work because we care about people and relationships.
Retirement Benefits Rank
Market Competitive
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