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Showing 1 - 3 of 3 results
SECURED INVESTMENT CORP.
SECURED INVESTMENT CORP.
Coeur Dalene, Idaho
50-99 employees
Secured Investment Corp is a real estate investment firm specializing in non-owner occupied properties and commercial syndication. We provide education, lending services, and investment opportunities for our clients. The funding arm of SIC provides financial products with properties held in our portfolio as collateral. Our clients have a number investment opportunities to choose from, including: • High Yield Fund II. This fund is for accredited investors with a minimum investment of $50K • Circle of Wealth Fund III. This fund is open to all investors, with a minimum initial contribution of $1K • Mortgage Notes. Our lending arm offers investors the opportunity to purchase whole notes on single properties, with the investor receiving interest payments on those loans.
Retirement Benefits Rank
Below Market
ATCHLEY FINANCIAL GROUP, INC.
ATCHLEY FINANCIAL GROUP, INC.
Coeur D Alene, Idaho
1-24 employees
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to reach their goals, realize their dreams, and achieve financial independence. We are Atchley Financial Group, an independent wealth management firm. Although we manage portfolios from coast to coast, we treat each of our clients as if they are our only client. In fact, we are known for our detailed and personal attention as much as for our professional experience. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to help them reach their goals, realize their dreams, and achieve financial independence. Les Atchley, Aimee Tanneberger and Michael Tanneberger are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IL, IN, IA, LA, MA, MI, NV, NM, NY, NC, OH, OK, SC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. Les Atchley and Aimee Tanneberger also offer advisory services through Osaic Wealth, Inc. Insurance services offered through Atchley Financial Group, Inc., which is not affiliated with Osaic Wealth.
Retirement Benefits Rank
Below Market
FIVE PINE WEALTH MANAGEMENT
FIVE PINE WEALTH MANAGEMENT
Coeur D Alene, Idaho
1-24 employees
Visit: www.fivepinewealth.com Financial Planning | Retirement Planning | Estate Planning | Tax PlanningInvestment Management (401k, IRAs, Roths, Individual/Joint Accounts, Trusts, and Small Business Accounts)Five Pine Wealth focuses on using low-cost investment options as "fee-conscious" financial planners. We believe in transparency, strong communication, and acting in the best interest of our clients.Five Pine Wealth Management (“Five Pine Wealth”) is a registered investment advisor offering advisory services in the States of ID, CA, WA, MT and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Five Pine Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Retirement Benefits Rank
Market Competitive