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Showing 1 - 12 of 17 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
DEPRINCE, RACE & ZOLLO, INC.
DEPRINCE, RACE & ZOLLO, INC.
Winter Park, Florida
25-49 employees
DRZ is an asset management firm located in Winter Park, FL. Our competitive strengths include a well-defined buy/sell discipline, an exclusive focus on our value methodology, conservative asset caps and a dedication to the institutional arena. It is our goal to provide superior performance and exceptional client service by consistently executing our value methodology across all investment strategies. Our value philosophy is based on our belief that undervalued stocks with a dividend yield and a fundamental catalyst provide the opportunity for superior long-term total returns. We believe dividend yield provides a meaningful portion of the market's total return and is a credible valuation tool. DRZ is 100% employee-owned.
Retirement Benefits Rank
Market Laggard
PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, Florida
1-24 employees
Built on a foundation of integrity and personalized service, Professional Advisory Services, Inc. (PASI) was founded in 1977 and has grown to become one of Florida’s largest independent money management firms. We have clients in over 30 states and AUM of $1.1 billion as of 12/31/2021. PASI invests client funds in high quality stocks and investment grade bonds. The allocation of funds to each asset class is tailored to the individual client's risk tolerance and financial situation. Equities: High-quality large cap. growth stocks, with a mix of small and mid-cap. companies. We favor companies that are leaders in their industries, trading at attractive valuations, with a history of consistent earnings growth, increasing dividends, and a strong balance sheet. Fixed Income: Exclusively investment grade bonds. Typically, the bond portfolio is laddered over a five-year period and held to maturity. This conservative approach ensures a stable, predictable income stream. When appropriate we purchase tax-free municipal bonds. PASI is registered as an investment adviser with the SEC and only conducts business in states where it is properly notice filed or is excluded from registration requirements. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. You should consult an attorney or tax professional regarding your specific legal or tax situation. PASI is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours.
Retirement Benefits Rank
Market Competitive
MOISAND, FITZGERALD, TAMAYO, LLC
MOISAND, FITZGERALD, TAMAYO, LLC
Orlando, Florida
1-24 employees
In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise. We are investors, not speculators. We manage our clients'​ investment portfolios but we do not “play the market,” try to time the market or otherwise gamble with our client’s money. We are realistic. We do not believe in following investment gurus. We consider the mainstream financial media as mostly a source of entertainment and not a meaningful aid to sound decision-making. We are paid only by our clients to perform our duties as fiduciaries. There are no sales incentives, contests, kickbacks, or any other third-party compensation. We are compensated based upon how your portfolio performs, and are not paid based on transactions. We are not restricted to a list of products selected by an employer, such as a bank, insurance company or brokerage firm. This maximizes our objectivity. You should never wonder if what we recommend is in your best interest or ours. We get paid only for as long as you want us to advise you. Our fees are fully disclosed. In each quarterly report, you will receive a fee calculation, so you know exactly what you are paying us. We seek to minimize all of your other costs whenever it is advisable and possible to do so.
Retirement Benefits Rank
Top Benefits
DYBN FINANCIAL CORP.
DYBN FINANCIAL CORP.
Melbourne, Florida
1-24 employees
Morgan Financial has built a strong reputation as an outstanding mortgage lender; serving the lending needs of real estate professionals and individual homebuyers throughout the state of Florida. We believe in providing a smooth transaction for our clients as well as maintaining client focused throughout the entire loan process. We are a full service lender with an experienced staff offering a combined total of over 40 years of experience in every area of the mortgage lending process, including in-office underwriting. All of our lending specialists are dedicated to pairing our clients with the right loan based on their individual and unique needs. In addition to remarkable service, we are a strong believer in the importance of face-to-face meetings and constant client contact, and we take pride in providing our clients with real time updates and weekly progress reports to all parties involved in the transaction. We look forward to putting our mortgage lending services and experience to work for you, your family and friends. Call today at 321-757-3570.
Retirement Benefits Rank
Market Laggard
KNIGHT NEUROLOGY LLC
KNIGHT NEUROLOGY LLC
Rockledge, Florida
1-24 employees
KNIGHT NEUROLOGY LLC is a medical practice specializing in Neurology based in Rockledge, FL
Retirement Benefits Rank
Top Benefits
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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
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
S2K PARTNERS CO. LLC
S2K PARTNERS CO. LLC
Orlando, Florida
1-24 employees
S2K is a financial services firm headquartered in Orlando. The firm’s mandate is focused across three broad areas including: retail distribution, credit asset management and advisory, and servicing.
Retirement Benefits Rank
Market Laggard
ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC.
ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC.
Winter Park, Florida
1-24 employees
Anders Retirement & Investment Advisors is a full-service financial company with main offices located in New Smyrna Beach, FL, and Winter Park, FL. ARIA has offices located throughout the state for your convenience. We offer many types of products and accounts including mutual funds, annuities, insurance, and 401(k)/403(b)/other employer plans. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity. New Smyrna Beach and North Orlando Offices are branch locations. All other office locations are offices of convenience and are open by appointment only.
Retirement Benefits Rank
Top Benefits
STUDIO MANAGEMENT LLC
STUDIO MANAGEMENT LLC
Orlando, Florida
1-24 employees
We’re a data driven asset manager investing across public equities and venture capital. Our mission is to influence the flow of capital into companies that improve society & push culture forward. 1. As public market investors, we’ve posted top decile returns using our data-driven approach. Prior to Studio we built Sentieo, an AI-driven financial research platform, as a way to gain alpha in our public market investments. Sentieo is now used by some of the world’s top investment funds. 2. As venture investors, we finance and incubate startups across stages and sectors, leveraging our experience as entrepreneurs. Companies we’ve co-founded have collectively raised over $90m in venture capital and have scaled to over 1,000 employees. We marry this experience as entrepreneurs with our data-driven approach as investors to identify and incubate startups advancing societal health, productivity, and well-being.
Retirement Benefits Rank
Market Laggard
OXFORD ADVISORY GROUP
OXFORD ADVISORY GROUP
Orlando, Florida
1-24 employees
Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that specializes in helping pre-retirees and retirees navigate their retirement years. From humble beginnings, Oxford quickly flourished into what it is today: a family firm rich in tradition and focused on enriching lives. The Oxford team members live in the communities we serve. Our communities are our families and when it comes down to it, it's all about family. We welcome all new clients into the fold as family members because, in the end, we believe family is what's most important.
Retirement Benefits Rank
Top Benefits
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