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Showing 1 - 5 of 5 results
KEMPER CAPITAL MANAGEMENT LLC
KEMPER CAPITAL MANAGEMENT LLC
Robinson, Illinois
1-24 employees
Kemper CPA Group LLP leadership and staff are committed to one basic business principle throughout each engagement: Each client is a referral for one more. Therefore, each client interaction is treated as an opportunity to create a “Raving Fan” through the passionate pursuit of exceeding expectations. Kemper CPA Group’s business model demonstrates this very simple commitment. Over fifty years ago, Morris Kemper began his accounting firm in Mt Carmel, Illinois with the simple philosophy of serving his neighbors. Throughout the years, Kemper CPA Group has continued to embrace Morris’ “client-centric” philosophy as they uncover clients’ needs and develop methods to address those needs. As a result of this effort, today’s Kemper CPA Group encompasses Kemper Technology Consulting, Kemper Capital Management and Kemper 1st Choice Payroll. In a world of accounting firms, Kemper CPA Group has carved out a unique business based on diverse solutions through the passionate pursuit of exceeding expectations. Currently, 24 offices in Indiana, Illinois, Kentucky and California are on this journey together.
Retirement Benefits Rank
Market Competitive
STOREN TAX & FINANCIAL GROUP, INC.
STOREN TAX & FINANCIAL GROUP, INC.
Brownsburg, Indiana
25-49 employees
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.
Retirement Benefits Rank
Market Competitive
SYCAMORE INSURANCE ASSOCIATES, LLC
SYCAMORE INSURANCE ASSOCIATES, LLC
Terre Haute, Indiana
1-24 employees
Sycamore Insurance Associates LLC is a locally owned independent insurance agency headquartered in Terre Haute, Indiana. Formed in 2011, Sycamore Insurance may be a new agency, but it has considerable experience and history as part of its story. Donald T. Scott, President, has been involved in the insurance business since 1986 and is a fourth-generation Insurance Producer dating back to 1932. That was the year Scotty's great-grand father, Adam Miller started what would eventually become the Miller-Templeton-Scott Insurance Agency. In 1963, Scotty's father, Donald W. Scott, joined the agency and would later become President of the successor agency Sycamore Agency, Inc. in 1970. Those agencies built their reputations on customer service, great people and a strong commitment to the community they served. Sycamore Insurance Associates is staffed with dedicated professionals who are committed to providing you with that same quality service and the attention your business deserves.
Retirement Benefits Rank
Market Laggard
WEALTHCARE PARTNERS LTD
WEALTHCARE PARTNERS LTD
Indianapolis, Indiana
1-24 employees
Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence. We seek to provide great client service that develops long-term relationships with clients who trust us because we act with integrity and are dedicated to helping them as they pursue their goals of total wealth care. We serve families and small business owners who want to achieve financial freedom but are unsure how to get there. We believe financial confidence is best achieved through strategic money management, not a buy and hold strategy, with ongoing tax and estate planning to protect your family and maximize cash flow. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. FINRA: https://www.finra.org/ SIPC: https://www.sipc.org/
Retirement Benefits Rank
Below Market
RDW FINANCIAL GROUP
RDW FINANCIAL GROUP
Indianapolis, Indiana
1-24 employees
*specialized knowledge in lifestyle continuation strategies for today's retirees *develops and manages innovative investment and retirement plans for a more efficient financial outlook*investment advise and management tailored for today's young families and professionals *college planning for children and grandchildren*manages the social networking for RDW Financial Group*speaks regularly at both private and community events on topics such as Social Security benefits planning, High Net-worth investment strategies for the everyday investor, estate planning, retirement planning.*In-depth knowledge of both federal and state employee retirement benefits and retirement planning.
Retirement Benefits Rank
Top Benefits