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Showing 1 - 6 of 6 results
SYM FINANCIAL CORPORATION
SYM FINANCIAL CORPORATION
Winona Lake, Indiana
51-200 employees
SYM Financial Advisors is a fee-only, employee-owned financial advisory firm which combines investment and wealth building strategies with strong relationships. We are dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. As fiduciaries, you can be assured that SYM operates in your exclusive best interest. We specialize in portfolio management and wealth management for individuals and families, as well as retirement plan design and implementation for small to mid-size businesses. Our client service teams include 50+ motivated and experienced professionals in five locations in Indiana and Michigan. We oversee more than $3.3 billion in assets. (as of ADV filed 3/24/2023). Rooted in traditional values, SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and real-world experience to serve as advocates and helping clients to achieve their vision of financial success.
Retirement Benefits Rank
Top Benefits
SYCAMORE FINANCIAL GROUP
SYCAMORE FINANCIAL GROUP
Kokomo, Indiana
1-10 employees
Don is an Investment Advisor and Pension Consultant. Don is located in the Kokomo office. He has 30 years of investment and pension experience. Don has been with Sycamore Financial Group for 18 years.
Retirement Benefits Rank
Top Benefits
PARADIGM CONSULTING, INC.
PARADIGM CONSULTING, INC.
Lafayette, Indiana
1-10 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
11-50 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
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TURQUOISE WEALTH MANAGEMENT
TURQUOISE WEALTH MANAGEMENT
Lafayette, Indiana
1-10 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
DAVIS & WALLMAN FINANCIAL
DAVIS & WALLMAN FINANCIAL
Rensselaer, Indiana
500+ employees
Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States. Horace Mann offers auto, homeowners and life insurance, retirement annuities, and other financial solutions to educators and their families. We also proudly support our nation’s educators through recognition programs and classroom funding opportunities through DonorsChoose.org. If you respect the teaching community and feel you can help us take care of educators'​ futures, choose the path you’d like to explore at http://www.horacemann.com/about-us/careers.
Retirement Benefits Rank
Market Leading