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Showing 1 - 6 of 6 results
PACNORTH RETIREMENT GROUP, LLC
PACNORTH RETIREMENT GROUP, LLC
Spokane Valley, Washington
1-24 employees
Based out of Spokane Valley, WA, PacNorth Retirement Group serves individuals and corporations across the Pacific Northwest. Services include: financial planning, retirement planning (IRA's), company 401k/403b plans, college saving plans (529's), annuity/insurance management, trust account management, and investment management. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC. sipc.org. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. For a list of states in which we are registered to do business, please visit www.pacnorthretirement.com Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
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
P.L.H., LLC
P.L.H., LLC
Spokane Valley, Washington
1-24 employees
PLH Group started in 2009 by forming Power Line Services as the first business unit to provide energy focused construction and related services. Today, PLH Group is a leading, full service power line construction, pipeline construction and specialty contractor that serves the electric power line, pipeline, oil field electrical and industrial markets. We have assembled a North American team of top quality companies that deliver comprehensive services for the broad range of needs of our energy customers.
Retirement Benefits Rank
Market Competitive
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
Market Laggard
POINTGUARD FINANCIAL, PLLC
POINTGUARD FINANCIAL, PLLC
Spokane Valley, Washington
1-24 employees
Pointguard Financial is a CPA firm specializing in Outsourced CFO services. We have a niche focused on closely held businesses and individuals. Our specialties include Outsourced Chief Financial Officer (CFO) services for businesses, and tax planning and preparation for businesses and individuals. Our greatest desire is to make a measurable difference in the profitability of our clients through the use of our proprietary Pointguard System for Financial Management. Our goal here is to regularly share new blogs that will vary from educational opportunities to business insights, pictures, videos, and job opportunities!
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