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Showing 1 - 6 of 6 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
PINNACLE ADVISORY GROUP, INC. OF INDIANA
PINNACLE ADVISORY GROUP, INC. OF INDIANA
Lawrenceburg, Indiana
1-24 employees
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with an additional office in Miami, Florida. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.
Retirement Benefits Rank
Below Market
RIVERBEND FINANCIAL GROUP, LLC
RIVERBEND FINANCIAL GROUP, LLC
Jeffersonville, Indiana
1-24 employees
Your legacy is an unparalleled gift to those you love. Whether you are actively living out your legacy today, or planning for the impactful legacy you will leave in the future, we are here to bring clarity to financial planning and peace of mind to financial decisions, so that your legacy gift is wrapped up beautifully.
Retirement Benefits Rank
Top Benefits
KESSLER INVESTMENT GROUP, LLC
KESSLER INVESTMENT GROUP, LLC
Columbus, Indiana
1-24 employees
• Organized client data and had weekly discussions with clients regarding their portfolios • Analyzed daily and historical financial performances of fifty various companies’ stocks• Participated in weekly committee investment meetings focused on portfolio performance and analyses of the market
Retirement Benefits Rank
Market Laggard
BLVD PRIVATE WEALTH, LLC
BLVD PRIVATE WEALTH, LLC
Prospect, Kentucky
1-24 employees
Financial planning and investment management services for individuals, institutions, endowments and foundations from a true fiduciary
Retirement Benefits Rank
Below Market
FAMILY WEALTH STRATEGIES
FAMILY WEALTH STRATEGIES
Prospect, Kentucky
1-24 employees
Assisted in creation of marketing materials, event management, and overall marketing strategy.
Retirement Benefits Rank
Market Competitive