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Showing 1 - 12 of 15 results
STADION MONEY MANAGEMENT, LLC
STADION MONEY MANAGEMENT, LLC
Watkinsville, Georgia
25-49 employees
From asset management to technology solutions, Stadion helps advisors strengthen and grow their business. In the retirement market, Stadion is an investment management firm that provides custom solutions to retirement plan advisors, plan sponsors and participants. We believe a one-size-fits-all investment approach does not account for the differences of each individual, which can result in participants not being prepared for retirement. Stadion provides products and personalized investment services we believe are designed to better prepare participants for retirement. Stadion offers a spectrum of investment strategies for participants. Our offerings include personalized managed accounts, multiple glide path target date strategies and the ability for financial advisors to create custom asset allocation solutions for their plan sponsor clients. Important Disclosures: cdn.stadionmoney.com/Retirement/Misc/Stadion_Social_Media_Disclosures.pdf
Retirement Benefits Rank
Market Leading
CROWN ASSET MANAGEMENT LLC
CROWN ASSET MANAGEMENT LLC
Duluth, Georgia
100-499 employees
Crown Asset Management, LLC has a successful history of operations as a debt buyer in the Accounts Receivable Management (ARM) industry. Crown Asset Management, LLC has purchased approximately five hundred portfolios including credit card portfolios, automobile debt, consumer loans, marketplace lending, judgments, and specialty portfolios. Crown Asset Management, LLC has earned the distinction of being a "Certified Professional Receivables Company" by the Receivables Management Association International (RMAI).
Retirement Benefits Rank
Market Leading
CANNON FINANCIAL STRATEGISTS, INC.
CANNON FINANCIAL STRATEGISTS, INC.
Athens, Georgia
25-49 employees
At Cannon Financial Strategists, we’ve created a simplified, successful approach to retirement services and planning. Our firm was founded on a unique service model: satisfy a variety of roles that normally require multiple providers. Whether we’re assisting plan sponsors in the development and oversight of their employee’s retirement plan, or guiding individuals through the challenges of retirement income planning, our continuous goal is the delivery of prompt and thorough service. The proof of our success in this goal is evident in the longevity of our client relationships—many of our relationships extend more than 20+ years.
Retirement Benefits Rank
Market Competitive
THE LLOYD GROUP
THE LLOYD GROUP
Suwanee, Georgia
1-24 employees
Lloyd is not your typical MSP; we’re a group of tech-savvy enthusiasts who build long-lasting relationships on a first-name basis. Since 1995, Lloyd has been supporting businesses through sophisticated IT management that aligns with your corporate objectives. Traditional MSPs manage your infrastructure; Lloyd not only manages your infrastructure, but securely enables and guides digital and business transformation. Our role in our client partnerships is to be your trusted business solutions advisor and it’s all done through strategic and proactive planning. We listen, analyze, and implement innovative technology through an IT Management Framework in accordance with your desired vision. Through clarity, confidence, and solid commitment, Lloyd operates as an integral part of your evolving business strategy. Our culture-driven talented group of consultants perform on a client-centric management approach. Our team approach helps solidify shared goals between business solutions and client engagement. We remain actively involved in the design and implementation of a clear technology foundation that enhances business productivity led by a security-first mentality.
Retirement Benefits Rank
Top Benefits
GREEN FINANCIAL RESOURCES, LLC
GREEN FINANCIAL RESOURCES, LLC
Duluth, Georgia
1-24 employees
Roger S. Green, MSFS, CFP®, and the staff of Green Financial Resources, LLC (GFR), have helped individuals and small business owners with their finanical planning, investment, and retirement income decisions since 1987. With over thirty years of experience helping people with their money through the tough times and the good times, this team is very qualified to assist with all of your financial and investment planning needs. Roger's focus on customer service, education, and a unique philosophy that he and his firm will help everyone who seeks help with their money (by providing free consultations without asset minimums), he has differentiated his firm from most. The primary focus is on helping people invest with the goal of pursuing long term growth and retirement income; but they have the knowledge and experience to provide guidance in most financial matters along the way. Roger's asset harvesting plan guides the withdrawal process strategically during retirement, allowing the potential of continued growth to help ensure financial confidence throughout today’s longer retirement periods. Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Awards and listings should not be construed as a guarantee of future results, nor as an endorsement by any client. Best of Gwinnett winners are chosen via voting and editors’ input, and opinions are vetted with the use of other available information. Pinnacle award rankings are based on growth, revenue, community service, and other criteria. Barron’s rankings based on total assets (AUM), revenue, and other factors. Advisor Hall of Fame for advisors with 15+ years ranked by AUM, service, community recognition, and other criteria. Public Service via standing and service within the community.
Retirement Benefits Rank
Market Competitive
SUGARLOAF WEALTH MANAGEMENT, LLC
SUGARLOAF WEALTH MANAGEMENT, LLC
Duluth, Georgia
1-24 employees
Sugarloaf Wealth Management, LLC is an independent comprehensive financial planning/Registered Investment Advisory firm. We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. We strive to achieve planning success by providing creative solutions based on each client’s needs.
Retirement Benefits Rank
Market Leading
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TSD ADVISORS, LLC
TSD ADVISORS, LLC
Watkinsville, Georgia
1-24 employees
Founded in 2007, TSD specializes in IT outsourcing services, software product development, and end-to-end custom software solutions. For more than 16 years in business, we have been successfully actualizing an increasing number of projects for our global clients across five continents, including leading financial organizations, “Big Four” accounting and auditing firms, innovative technology companies, gambling companies, and more. The TSD Group is a group of companies with an IT focus, consisting of the holding company TSD Group, Ltd and the subsidiary companies TSD Services, Ltd and TSD Software, Ltd. TSD Services is focused on providing world-class offshore and nearshore software development outsourcing services offered under the engagement models of staff augmentation, dedicated teams, and project outsourcing. TSD Software specializes in delivering end-to-end software development services. The company is the creator of a Relativity-based applications suite and the business process management framework Hydrogen.
Retirement Benefits Rank
Below Market
THE AVENUE WEALTH MANAGEMENT LLC
THE AVENUE WEALTH MANAGEMENT LLC
Watkinsville, Georgia
1-24 employees
The Avenue Wealth Management Group has the resources and benefits of a large company with all the personalized care and attention of a boutique financial firm. Creating strong relationships and utilizing investing insights are key in helping you achieve your future goals. Our experienced advisors offer personalized attention to understand your needs and our collaborative team utilizes an extensive network of professionals to make informed financial decisions. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Market Competitive
CAPITAL RESEARCH ADVISORS, LLC
CAPITAL RESEARCH ADVISORS, LLC
Suwanee, Georgia
1-24 employees
Capital Research Advisors is a multi-office investment management and advisory firm. We use an extensive set of multiple model strategies. All of our models are proprietary to us, quantitatively built and each is centered around a risk management focus and do not share high correlations to one another. Each of these models has fully rules-based decision parameters. The models are all non predictive which allows them to be solely responsive to current market situations. There is no subjective overlay within Capital Research Advisors.
Retirement Benefits Rank
Market Laggard
C.W. O'CONNER WEALTH ADVISORS, INC.
C.W. O'CONNER WEALTH ADVISORS, INC.
Duluth, Georgia
1-24 employees
At C.W. O’Conner Wealth Advisors, Inc., we help clients define their financial goals and create solutions to reach those goals. We present clients with concrete action plans to bring innovative opportunities to life.   We are constantly elevating our knowledge base and enjoy staying on top of trends and ideas in investments, financial planning and portfolio strategies. Our industry experience in real estate and tax serves as a strong foundation for continued learning. We help business owners, corporate executives, individuals and their families make better financial decisions. Our team provides comprehensive wealth management, investment management and business advisory services. Business Owners We help business owners with all aspects of their business and personal wealth management needs, including business entity structure, ownership transactions, retirement plans and financial statement review. Our scope is wider than most advisory firms, given our multi-industry experience and background in business, real estate and tax matters. Executives and Individuals We help executives and individuals build and protect their wealth through investment planning, estate plan management, philanthropic planning, and plans for educating children and grandchildren. We understand the tax implications of various employer-provided benefits and stock options, and help our clients navigate the best use of these benefits. To connect with us, visit our website, www.cwoconner.com, or call us at (770) 368-9919.
Retirement Benefits Rank
Below Market
ELEVATE WEALTH ADVISORY, INC.
ELEVATE WEALTH ADVISORY, INC.
Athens, Georgia
1-24 employees
Elevate Wealth Advisory is an independent investment advisor and fee-only financial planner in Athens, GA. We have a legal fiduciary responsibility to provide investment advice that serves your interests before our own. Our goal is to help our clients realize their hopes and dreams by creating comprehensive, personalized financial plans to help protect, manage and grow their wealth.
Retirement Benefits Rank
Market Leading
ROCKY RIDGE INVESTMENT GROUP, LLC
ROCKY RIDGE INVESTMENT GROUP, LLC
Royston, Georgia
25-49 employees
Our companies provide Real Estate services to the Northern Colorado area. We specialize in acquiring properties at whole sale prices and delivering a great product to the buyer. We work with many banks, asset managers, and third parties. If you are looking for a deal or need to sell fast we would love the opportunity to discuss our services with you.
Retirement Benefits Rank
Market Laggard