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Showing 1 - 12 of 13 results
FCN BANK, NATIONAL ASSOCIATION
FCN BANK, NATIONAL ASSOCIATION
Brookville, Indiana
100-499 employees
At FCN Bank, our people are our greatest asset. We are truly a local bank, headquartered in Brookville, with offices also in the nearby towns of Batesville, Connersville, Sunman, Lawrenceburg, and Harrison. In this day of banking and other corporate mergers, and the emergence of national and even global banks, some of which operate exclusively via the internet, we continue to provide local, face-to-face service to the communities that we serve. We believe that you prefer to place your trust in people that you know, with people who are your neighbors.
Retirement Benefits Rank
Market Laggard
AVALON WEALTH ADVISORY, INC.
AVALON WEALTH ADVISORY, INC.
Indianapolis, Indiana
1-24 employees
Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives easier.
Retirement Benefits Rank
Market Laggard
LANTERN GLOBAL ADVISORS
LANTERN GLOBAL ADVISORS
Fishers, Indiana
1-24 employees
Lantern Global Advisors is a boutique investment bank specializing in transaction advisory and consulting in the technology industry.I had the pleasure of working directly with Founders & CEO's on various activities from a strategic and value-adding perspective. This included financial roadmaps, capital raising, M&A, branding and IP strategy. The experience exposed me to the financial and creative rigor required in positioning companies for long-term success.
Retirement Benefits Rank
Market Competitive
THE WATERMARK GROUP, LLC
THE WATERMARK GROUP, LLC
Indianapolis, Indiana
1-24 employees
Our firm speacializes in facilitating residential and commercial lending via state and federal charters. We are one of the few brokers in Oregon who have established this lenidng vehicle succesfully. Our clients appreciate the multiple lending options and arenas that are presented to them. With 27 of the top professionals working at Watermark our clients are assured of a succesful transaction.
Retirement Benefits Rank
Market Laggard
STRATEGIC PLANNING GROUP, INC.
STRATEGIC PLANNING GROUP, INC.
Fishers, Indiana
1-24 employees
I help prepare for client meetings (discussing investments, tax strategy, retirement planning, and more), construct client portfolios, and will assist in the tax return cycle.
Retirement Benefits Rank
Market Competitive
INDEPENDENT CAPITAL MANAGEMENT
INDEPENDENT CAPITAL MANAGEMENT
Coldwater, Ohio
1-24 employees
Village of Coldwater is a law enforcement company based out of P.O. BOX 118, Coldwater, Ohio, United States.
Retirement Benefits Rank
Market Competitive
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SHOKER INVESTMENT COUNSEL, INC.
SHOKER INVESTMENT COUNSEL, INC.
Oxford, Ohio
1-24 employees
Founded in 1990, Shoker Investment Counsel, Inc. has been a fee-only money manager from its inception. We currently manage over $160 million in assets for individuals, families, corporations and pension plans. We primarily use a combination of individual stocks, bonds and low-cost exchange traded index funds to construct tax-efficient portfolios. As a registered investment advisor, we are held to the fiduciary standard and do not sell products or collect commissions. Client's assets are held at an independent custodian. You will always have online access to your accounts and receive separate reporting and statements produced and sent to you by the custodian. We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Whether it is about managing your portfolio, securing income, or a broader range of wealth management services, we strive to simplify your financial life and help you meet your short and long term goals. Our experienced team works with you to understand your specific objectives and create solutions individually tailored to your needs. Everything from setting financial targets, securing income, updating your risk profile to managing family wealth dynamics, we'll help you be prepared for all of life's stages. By keeping a small number of clients per advisor, you can be assured that your portfolio is getting the attention it deserves during these periods of economic and market uncertainty. Your specific objectives will drive your solution. Partnering with Shoker Investment Counsel, Inc. will give you a clear vision of your financial situation and allow you to spend your time focusing on what is important to you.
Retirement Benefits Rank
Market Leading
MAGEC GROUP LLC
MAGEC GROUP LLC
Indianapolis, Indiana
25-49 employees
The CommuniCare Family of Companies currently owns/manage numerous World-Class nursing and rehabilitation centers, Specialty Care Centers and assisted living communities throughout Ohio, Indiana, Missouri, Pennsylvania, Virginia, West Virginia and Maryland. Since 1984, CommuniCare Health Services has provided superior, comprehensive management services for the development and management of adult living communities. We have a single job description at CommuniCare, "to reach out with our hearts and touch the heart's of others."​ Through this effort we create "Caring Communities"​ where staff, residents, clients and family members care for and about one another. When combined with our highly professional and competent staff and efficient and effective systems, this results in a warm, loving environment where our residents become part of the family and enjoy a higher quality of life.
Retirement Benefits Rank
Market Laggard
PRIVATE CAPITAL MANAGEMENT GROUP, INC.
PRIVATE CAPITAL MANAGEMENT GROUP, INC.
Noblesville, Indiana
1-24 employees
Financial services. Retirement and estate planning and investments.
Retirement Benefits Rank
Below Market
SOUND FINANCIAL SOLUTIONS, INC.
SOUND FINANCIAL SOLUTIONS, INC.
Vandalia, Ohio
1-24 employees
Provided administrative support to the senior partners and CEO in the areas of retirement, tax, estate, portfolio, and risk management;Managed calendars and meetings for senior partners and CEO;Organized and improved the accuracy of the client filing system;Prepared correspondence documents;Managed and distributed legally mandated consumer information
Retirement Benefits Rank
Market Leading
CIRCLE FINANCIAL PLANNING, INC.
CIRCLE FINANCIAL PLANNING, INC.
Indianapolis, Indiana
1-24 employees
Circle Financial Planning is dedicated to providing innovative ideas and solutions that will help bring life to your financial dreams. Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on its site or the Money Concepts page. Money Concepts does not adapt or endorse an products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn - affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment , tax or an other advice. This page is intended for U.S. persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risk, and the value of your investment will fluctuate over time and you may gain or lose money. All securities offered by Money Concepts Capital Corp. Member FINRA/SIPC. Circle Financial Planning is an independent firm not affiliated with Money Concepts Capital Corp.
Retirement Benefits Rank
Market Laggard
NORWOOD ECONOMICS, INC.
NORWOOD ECONOMICS, INC.
Fishers, Indiana
1-24 employees
Develop and implement marketing strategies for a closely held retirement plan advisory company focused on small business 401(k) and Cash Balance Plans. Initiate online presence, develop targeted prospect database, create and deploy first contact marketing materials. Consult with clients on appropriate plan design, assist with plan implementation and maintenance.
Retirement Benefits Rank
Below Market