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Showing 1 - 10 of 10 results
GUARDIAN WEALTH MANAGEMENT, INC.
GUARDIAN WEALTH MANAGEMENT, INC.
Chattanooga, Tennessee
1-24 employees
Guardian Wealth Management, Inc. (GWMI) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living. For optimum probability of a successful advisor relationship, our clients are a select group of individuals who meet a specific profile created to match families to our unique process of relationship coaching. New clients are only accepted into our boutique planning/advisory firm by referral from an existing client or a proven financial colleague and must meet the established client profile.
Retirement Benefits Rank
Market Leading
EVERGREEN CONSULTING, INC.
EVERGREEN CONSULTING, INC.
Chattanooga, Tennessee
1-24 employees
Corporate and individual consultations on Personal Location and business conditions using proprietary technology developed by Evergreen Consulting. The Personal Location technology is the result of an ongoing research project begun in 1991 to understand the relationship between personal experience and personal location. The practical value of this project is a mathematical method to identify personal locations for a specific individual that are optimum for performance in terms of mental clarity and reaction times. Other effects such as comfortable, beautiful, “feels like home” can be identified for vacation or retirement. The business cycle indicators were developed by Evergreen and have been used since 1994. These indicators have proven to be very good predictors of general business conditions, especially the consumer confidence index.
Retirement Benefits Rank
Below Market
INTERPEST INC
INTERPEST INC
Cumming, Georgia
1-24 employees
New business development and account management for commercial pest control company in North Carolina. Focus on regulated industries.
Retirement Benefits Rank
Below Market
JAMES M SCOTCHIE
JAMES M SCOTCHIE
Chattanooga, Tennessee
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Market Leading
BROWNE, DRAPER & LAND, LLC
BROWNE, DRAPER & LAND, LLC
Dalton, Georgia
1-24 employees
We serve professional organizations, small business and select individuals who have faith in us, and value our knowledge and experience. We believe customized asset allocation coupled with appropriate investment vehicles is the key to managing wealth. Securities and investment advisory services offered through FSC Securities Corporation, (FSC). Member FINRA/SIPC, and a registered investment advisor. FSC, is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Browne, Draper and Land Financial Concepts is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.
Retirement Benefits Rank
Below Market
TRUE NORTH ADVISORS
TRUE NORTH ADVISORS
Chattanooga, Tennessee
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Competitive
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EVERGREEN ADVISORS, LLC
EVERGREEN ADVISORS, LLC
Chattanooga, Tennessee
All Size Average employees
About Evergreen Advisors Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in the areas of: Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies. For more information, visit http://evergreenadvisorsllc.com/ Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC
Retirement Benefits Rank
Market Leading
FIRST HARBOR FINANCIAL SERVICES
FIRST HARBOR FINANCIAL SERVICES
Cumming, Georgia
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market
CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP)
CLG WEALTH MANAGEMENT, LLC (GARRETT INVESTMENT GROUP)
Athens, Tennessee
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Laggard
RICHLIFE ADVISORS LLC
RICHLIFE ADVISORS LLC
Gainesville, Georgia
1-24 employees
➤➤➤ Retirement Planning Retirement planning can often seem complex and intimidating. When planned for properly, retirement can be exciting and literally represent the best years of your life. We work with clients through a proprietary step-by-step process designed to create clarity, confidence and certainty around retirement. We are invested not only in the math behind a successful strategy but also planning for the experiences in retirement that absolutely light you up. ➤➤➤ Retirement Coaching Most people focus on having a great financial plan for retirement. They forget to plan for the other things that make retirement an exciting phase of life, the kind of experiences that make you eager to jump out of bed every morning. We're challenging the status quo of traditional retirement planning by eliminating outdated beliefs and practices through innovative training, tools, and resources that integrate the non-financial aspects of a successful retirement with the financial. ➤➤➤ Wealth Management Services RichLife Advisors has amplified the financial strength of clients through expert advice and carefully crafted wealth management strategies. We have helped clients approach retirement with a defined strategy that directs them towards financial independence. By evaluating the risk under your current retirement nest egg, we customize your investment plan to adapt to the ever-changing market forces. Our wealth management team is comprised of highly qualified financial experts, who have provided personalized assistance to thousands of clients. ➤➤➤ Corporate Retirement / Financial Consulting Financial health and retirement readiness are key factors leading to more productive, satisfied employees. This is a huge business opportunity for companies to invest in the financial well-being of their employees. We work with employers to build a healthier, more productive workforce while building a solid foundation for a healthier, more profitable business.
Retirement Benefits Rank
Market Competitive