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Showing 1 - 9 of 9 results
VERDANT PARTNERS LLC
VERDANT PARTNERS LLC
Champaign, Illinois
1-24 employees
Verdant Partners is wholly focused on food and agribusiness. We advise buyers and sellers through the business transactions that shape the competitive landscape of our industry. We have built a team of professionals with real world industry experience, having developed skills that extend beyond those of traditional M&A advisors. For this reason, we are recognized as the leading transaction advisory group for the global food and agribusiness industry. Verdant advises privately held businesses, public corporations, multinationals, venture and buyout funds, and technology companies throughout the world. Since 1998, Verdant has initiated and managed successful transactions and alliances valued at more than U.S. $2.3 billion.
Retirement Benefits Rank
Market Leading
PARADIGM CONSULTING, INC.
PARADIGM CONSULTING, INC.
Lafayette, Indiana
1-24 employees
Develop procedures and processes for efficient business flow, contract management for vendors, clients, and coaches. Organization of marketing presentations and materials. Client and coach communications and organization of meetings. Using WordPress and LearnDash, TalentLMS to create an Online Learning Management experience for our clients. Design and coordinate wellness programming with clients.
Retirement Benefits Rank
Market Competitive
FINANCIAL ENHANCEMENT GROUP LLC
FINANCIAL ENHANCEMENT GROUP LLC
Lafayette, Indiana
25-49 employees
Financial Enhancement Group is not just another money manager. With a Certified Financial Planner, a Chartered Financial Analyst, and a Chartered Market Technician on staff, we make our primary focus to help families that do not want to worry about their money. Our job as financial advisors eclipses the idea of a simple asset allocation; we focus on tax strategies, retirement planning, and estate planning as well as asset management for the clients we serve. Financial Enhancement Group uses a team dynamic, featuring a staff of diverse, highly qualified professionals with different strengths, but the same core beliefs about investment and retirement planning. This is how we can give our clients the unique depth of service and the tax strategies that are necessary to optimize their plans as they move along life's journey. Financial Enhancement Group is an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Laggard
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
GRANITE HALL PARTNERS, INC.
GRANITE HALL PARTNERS, INC.
Champaign, Illinois
1-24 employees
GRANITE HALL PARTNERS INC is an investment banking company based out of 4301 BRITTANY TRAIL DR, Champaign, Illinois, United States.
Retirement Benefits Rank
Market Laggard
RUEDI WEALTH MANAGEMENT, INC.
RUEDI WEALTH MANAGEMENT, INC.
Champaign, Illinois
1-24 employees
Ruedi Wealth Management is a financial advisory firm that helps people in central Illinois make smart financial decisions about retirement. We support our clients with financial planning, investment management, and ongoing advice to gently guide them through every phase of the retirement process. We firmly believe in the value of long-term relationships, and our primary goal is to make a lasting, positive impact on the lives of the people we serve.
Retirement Benefits Rank
Below Market
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TURQUOISE WEALTH MANAGEMENT
TURQUOISE WEALTH MANAGEMENT
Lafayette, Indiana
1-24 employees
For many, our largest investment asset is our 401(k) or other workplace account, but finding good personal and local advice or help managing it can be challenging. At Turquoise Wealth, we start every client with a financial plan incorporating all assets and goals. It is from this vantage point we can provide fiduciary advice and guidance. If you want help and think there has to be something better out there; we think you're right. Only 1% of all assets are managed by women owned firms...give us a try and discover the 1% difference! Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Turquoise Wealth Management are not affiliated.
Retirement Benefits Rank
Market Leading
FRANKLIN WEALTH ADVISORS, INC.
FRANKLIN WEALTH ADVISORS, INC.
Urbana, Illinois
1-24 employees
Analyzed clients’ financial information to develop personalized, comprehensive financial plans Prepared individual and corporate tax returns and tax forecasts Prepared investment reports for client reviews Analyzed investment options and prepared recommended portfolios Continuously monitored clients’ financial situations
Retirement Benefits Rank
Top Benefits
BOYER & SAPPENFIELD INVESTMENT ADVISORS
BOYER & SAPPENFIELD INVESTMENT ADVISORS
Villa Grove, Illinois
1-24 employees
Cambridge Investment Research, Inc financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Boyer & Sappenfield Investment Advisors & Cambridge are not affiliated
Retirement Benefits Rank
Market Competitive