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Showing 1 - 11 of 11 results
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
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
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
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
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
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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
CENTURION ADVISORY GROUP
CENTURION ADVISORY GROUP
Duluth, Georgia
1-24 employees
Centurion Advisory Group serves successful individuals and business owners who choose to live with purposes. We bring our perspective and processes to bear on strategies to help them build wealth, transfer assets and values across generations, give to causes meaningful to them and their families, reduce their tax bill, and allow them to invest in ways which align with their values.
Retirement Benefits Rank
Below Market
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
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
FISHER ENGINEERING, INC.
FISHER ENGINEERING, INC.
Duluth, Georgia
All Size Average employees
As of May, 15, 2023, Fisher Engineering has joined team Bowman. Headquartered in Reston, Virginia, Bowman is an engineering services firm delivering infrastructure solutions to customers who own, develop, and maintain the built environment. With over 1,700 employees and more than 75 offices throughout the United States, Bowman provides a variety of planning, engineering, geospatial, construction management, commissioning, environmental consulting, land procurement and other technical services to customers operating in a diverse set of regulated end markets.
Retirement Benefits Rank
Market Competitive