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Showing 1 - 12 of 21 results
STOFAN AGAZZI INVESTMENTS, LLC
STOFAN AGAZZI INVESTMENTS, LLC
Joliet, Illinois
1-24 employees
STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.
Retirement Benefits Rank
Top Benefits
LANTZ FINANCIAL LLC
LANTZ FINANCIAL LLC
Naperville, Illinois
1-24 employees
Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to individuals, families, and businesses. Our focus is on relationships and obtaining an understanding of each client's personal vision. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.
Retirement Benefits Rank
Market Laggard
RETIREMENT SOLUTIONS, INC.
RETIREMENT SOLUTIONS, INC.
Naperville, Illinois
1-24 employees
RETIREMENT SOLUTIONS, INC is a company based out of 1230 EAST DIEHL ROAD, NAPERVILLE, Illinois, United States.
Retirement Benefits Rank
Market Leading
STONEBRIDGE WEALTH MANAGEMENT
STONEBRIDGE WEALTH MANAGEMENT
Oakbrook, Illinois
1-24 employees
Located in Berwyn, PA just outside of Philadelphia on the Main Line. We want to hear your story, because listening is the first thing we do. We believe our job is to simplify your financial life through sound investment management and financial planning. We can help you plan your financial future, so that you can focus on the present issues in your life: your family, your job, your interests. We view the markets through a long-term perspective focusing on protecting your capital and enhancing your wealth. We have diverse educational backgrounds supported by post-college degrees and designations.
Retirement Benefits Rank
Market Laggard
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
NORTH BRANCH CAPITAL MANAGEMENT, L.P.
Oak Brook, Illinois
1-24 employees
Founded in 2014, North Branch Capital is a lower middle market private equity firm, based in Oak Brook, IL, with a long history of investing alongside and partnering with management teams in industrial businesses. We specifically target businesses that lead with engineering excellence or value-added services in order to solve complex customer problems. We seek partnerships with strong leadership teams driving tremendous cultures, and we are much more than a source of capital or liquidity. With 50 years of collective operating experience, our collaboration with management teams is unique. This experience comes from the Partners of North Branch, not a network of executives or consultants. Follow us on Twitter: @northbranchcap TARGETED INDUSTRIES Value Added Distribution: Business to business with moderate average order size. Complimentary services or engineering component Niche Manufacturing: Non-commodity, highly engineered products. Low capital expenditure requirements Industrial Services: Unique service offering generating consistent, repeatable revenue INVESTMENT CRITERIA Revenue: $10 million to $75 million EBITDA: $2 million to $8 million Geography: United States and Canada for platform investments. Globally for add-ons
Retirement Benefits Rank
Market Leading
FIDUCIARY FINANCIAL PARTNERS, LLC
FIDUCIARY FINANCIAL PARTNERS, LLC
Naperville, Illinois
1-24 employees
An independent wealth management firm, Fiduciary Financial Partners provides individual investors and retirement plan sponsors with unbiased fiduciary financial advice. FFP was founded by three fiduciaries to serve a single mission – partner with clients to manage financial plans that place their objectives first. Unlike the “financial advice” from registered representatives of big banks, the registered investment advisors of FFP are legally obligated to provide fiduciary financial advice that puts client interests first. FFP provides four services: - Fiduciary financial planning - Portfolio Management - Risk Management - Retirement Plan Advisory To help clients translate the latest financial news to their unique situation and make more educated decisions FFP University covers key financial topics in several types of research publications – from newsletters to podcasts and webinars. Learn what it’s like to work with Fiduciary Financial Partners. Contact us at 630.780.1534. Fiduciary Financial Partners, LLC is a Registered Investment Adviser. This page is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fiduciary Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fiduciary Financial Partners, LLC unless a client service agreement is in place.
Retirement Benefits Rank
Below Market
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NESTLEHUT FINANCIAL SERVICES, INC.
NESTLEHUT FINANCIAL SERVICES, INC.
Frankfort, Illinois
1-24 employees
Nestlehut Financial is a boutique financial planning firm located in the Greater Chicagoland area. Since 1981, Nestlehut Financial has provided comprehensive financial products and services to their clients. As financial advisors, Tom, Adam, and Mike take the time to understand your personal financial situation, long-term goals, and investing objectives before making any recommendations. Each plan is individually tailored to fit your needs and risk tolerance. Through holistic planning, our firm ensures your interests are put first and foremost. Nestlehut Financial manages client assets in excess of $275 million. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. www.finra.org | www.sipc.org
Retirement Benefits Rank
Top Benefits
UNIQUE WEALTH STRATEGIES
UNIQUE WEALTH STRATEGIES
Burr Ridge, Illinois
1-24 employees
At Unique Wealth Strategies, we craft personalized financial and insurance strategies with passion, expertise, and cultural understanding. As a proudly South Asian founded and managed firm, we bring a distinctive perspective to wealth management, particularly for South Asian professionals who've built success in the US. Our approach: Tailored wealth strategies Comprehensive insurance solutions Cultural awareness in financial planning Ethical and entrepreneurial mindset We serve clients from all backgrounds, leveraging our diverse experience to help you achieve your unique financial goals. Our team takes pride in translating your aspirations into actionable plans that grow and protect your wealth. Ready for a uniquely crafted wealth plan? Visit our website to start your journey towards financial success.
Retirement Benefits Rank
Top Benefits
RIVERSIDE FINANCIAL STRATEGIES, INC.
RIVERSIDE FINANCIAL STRATEGIES, INC.
Riverside, Illinois
1-24 employees
I aim to help people take control of their financial destiny with comprehensive and easy to understand guidance to the fundamentals of investing.
Retirement Benefits Rank
Top Benefits
EXRON CAPITAL, INC.
EXRON CAPITAL, INC.
Oak Brook, Illinois
1-24 employees
EXRON CAPITAL, INC is an investment banking company based out of 2015 SPRING RD, Oak Brook, Illinois, United States.
Retirement Benefits Rank
Below Market
RIVERSTONE FINANCIAL GROUP
RIVERSTONE FINANCIAL GROUP
Crown Point, Indiana
1-24 employees
COO, CFO, Compliance, Portfolio Management, and Client Acquisition.
Retirement Benefits Rank
Market Leading
PURSUIT WEALTH GROUP
PURSUIT WEALTH GROUP
Joliet, Illinois
1-24 employees
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 950 Essington Road, Suite 2A, Joliet, IL 60535, Phone: 815-714-7670. Adam Provance may discuss and/or transact business only with residents of the states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Below Market