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Showing 1 - 12 of 17 results
JARRED, GILMORE & PHILLIPS, P.A.
JARRED, GILMORE & PHILLIPS, P.A.
Chanute, Kansas
1-24 employees
JARRED, GILMORE & PHILLIPS, P.A. is an accounting company based out of 1815 S. SANTA FE AVENUE, CHANUTE, Kansas, United States.
Retirement Benefits Rank
Below Market
THE TRUST COMPANY
THE TRUST COMPANY
Manhattan, Kansas
25-49 employees
The Trust Company, founded in 1992, is a locally owned and managed investment, financial planning and trust administration firm with offices in Manhattan, KS, Columbia, MO, Lawrence, KS, and Marysville, KS. We're an independent enterprise and fee-only advisor, currently managing portfolios with more than $1B in assets under management. As an independent trust company, we're held to the fiduciary standard, so our clients can rest assured that decisions are made solely in their best interest. The Trust Company takes a personalized approach to managing wealth. We start with analyzing our clients'​ goals, overall financial picture, and capacity and willingness to take on risk, then develop appropriate long-term strategies to help them reach those goals.
Retirement Benefits Rank
Below Market
ALLEN CAPITAL GROUP, LLC
ALLEN CAPITAL GROUP, LLC
Grand Island, Nebraska
25-49 employees
Allen Capital Group is a comprehensive financial planning firm specializing in portfolio management and estate planning, serving clients across the United States. Our clients include individuals, businesses, trusts, foundations, and pensions. Our core approach is simple, yet our strategies are complex. The core of our investment philosophy is to manage risk. We seek to provide capital appreciation through capital preservation. Lowering downside volatility in portfolios allows investors to keep more of what they have and earn more in an up market. Our job is to gauge the ability of our clients to weather downside volatility and position them appropriately. Our estate planning clients experience one thing, service. Our goal in the estate planning process is to make sure that your family and you are taken care of during health, sickness, and death. We coordinate trust planning for our clients by helping them decide what documents and tools are appropriate for them. Next, we arrange the drafting of the appropriate documents with one of several reliable, experienced attorneys. We then handle the funding of the trust and make sure that all assets are accounted for and in proper ownership. This ensures that the trust is an effective document. The funding of the trust and tracking of assets lasts indefinitely. We are independent: that is what makes us different. We pledge allegiance to our clients, not to a bank, brokerage firm, or specific mutual fund company.
Retirement Benefits Rank
Below Market
DAVID M. FIALA LTD.
DAVID M. FIALA LTD.
Lincoln, Nebraska
25-49 employees
FuturesOne is a Commodity Brokerage and Risk Management firm based out of Lincoln, NE. FuturesOne's mission is to provide risk management guidance, recommendations, and current market information tailored to our customer's personal and business needs. While maintaining integrity and small-town values one expects in the agricultural industry. There is risk of loss in trading futures and options. Past performance is not indicative of future results.
Retirement Benefits Rank
Market Competitive
BRIDGEPOINT HOLDINGS NE, LLC
BRIDGEPOINT HOLDINGS NE, LLC
Lincoln, Nebraska
1-24 employees
Bridgepoint Investment Banking is a market-leading boutique investment bank that serves clients over their corporate lifecycles by providing capital raising and M&A advisory solutions. Bridgepoint is a tenacious, creative and results-oriented boutique investment bank focused on impact and value creation for the companies we serve. We provide confidential, independent and unconflicted solutions and strategic advice. We have an unequivocal focus on our clients and their prosperity. We measure our performance by the long-term success of our clients. Together, Bridgepoint principals have more than 360 years of investment banking experience, allowing us to provide our clients with Wall Street-quality experience and deep national and international funding and buyer connectivity. We have successfully moved more than $381 billion of capital across 460+ completed debt, equity and merger and acquisition transactions. Securities-related services offered through M&A Securities Group, Inc. Any third-party posts linked to this profile should not be considered to represent my view, the views of Bridgepoint Investment Banking or the views of M&A Securities Group, Inc. Bridgepoint Investment Banking is a division of Bridgepoint Holdings NE, LLC
Retirement Benefits Rank
Market Laggard
WERTH WEALTH MANAGEMENT, LLC
WERTH WEALTH MANAGEMENT, LLC
Hays, Kansas
1-24 employees
WERTH WEALTH MANAGEMENT, LLC is a financial services company based out of 1200 Main St, 6th Fl, Hays Kansas, United States. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Werth Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award (32 were from Kansas). This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond Ja
Retirement Benefits Rank
Market Laggard
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CLAYTON FINANCIAL SERVICES, INC.
CLAYTON FINANCIAL SERVICES, INC.
Topeka, Kansas
1-24 employees
Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that puts their interests first. Based in Topeka, and Lawrence, Kansas, we are committed to our local roots and maintaining our independence right down to our in-house investment team. Founded in 1984, we were one of the first advisory firms in the region to become fee-only—meaning our clients pay us for our advice, not for selling them commissions. As an RIA firm, we have a full-time fiduciary obligation to put our clients’ interests first. We provide wealth management for individuals and asset management services for institutions. Our clients include: • Pre-retirees and retirees • Young and mid-career professionals • Institutional clients As an asset manager, we are one of the largest and most experienced independent managers in Kansas for endowments, foundations, not-for-profit and for-profit organizations with under $25 million in investments. We complement our advice to both individuals and institutions with the certifications that can help us better serve them, including the CFP®, CFA®, FPQP®, and CIMA® designations. Our services include: • Asset management • Financial goal planning • Retirement planning • Employee benefit package analysis • Tax review and optimization • Higher education funding • Charitable giving • Insurance review • Estate planning Ultimately, our goal is to build lasting relationships where we serve as our clients’ life consultants. We strive to keep them on track for their goals; answer their financial questions, both big and small; and instill confidence that they are going to be OK no matter what is going on in their life.
Retirement Benefits Rank
Top Benefits
US ASSETS LLC
US ASSETS LLC
Omaha, Nebraska
1-24 employees
U.S. Assets has been working with County Government throughout the United States for over 22 years. We have established a working relationship that benefits both the community and the county. The collection of property taxes is a high priority for counties as this is what allows them to pay for the continued development and upkeep of their schools, streets, police and fire protection. Without the ability to collect these funds, the community suffers. To assist in this process, the counties will offer delinquent taxes as a lien against the property to outside investors such as ourselves. This allows the county to continue running efficiently, the property owner extra time to pay their taxes and the investor a return on their funds. In the event the property owner does not payback the funds, the county issues the investor a deed to allow them the opportunity to sell the real estate. Through this process, we have developed a portfolio of properties we hope to sell to individuals or companies that will refocus the property and return it to the tax rolls. Please enjoy perusing our site and we look forward to hearing from you.
Retirement Benefits Rank
Market Laggard
THE TRUST COMPANY OF KANSAS
THE TRUST COMPANY OF KANSAS
Wichita, Kansas
25-49 employees
Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes in the fiduciary management of trusts, estates, investment agencies, IRAs and other retirement plans.
Retirement Benefits Rank
Market Laggard
RETIREPATH ADVISORS, LLC
RETIREPATH ADVISORS, LLC
Fremont, Nebraska
25-49 employees
RetirePath Advisors is a financial planning firm. At our firm, you’ll be treated like family and welcomed into our comfortable, approachable firm. We like to say that we have that “small-town feel." We partner with Thrivent Advisor Network and have access to cutting-edge investments similar to other large firms. We consider it the best of both worlds. We’ve built a reputation with our clients and their families that we uphold through trust, transparency, objective advice, and a high level of care. We believe this attention to our clients is what really sets us apart. RetirePath Advisors may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. RetirePath Advisors and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and RetirePath Advisors are not affiliated companies.
Retirement Benefits Rank
Below Market
DKPM INVESTMENTS CORPORATION
DKPM INVESTMENTS CORPORATION
Omaha, Nebraska
100-499 employees
“Leading & Managing Sustainable Transition” DCarbon Egypt, a consulting firm specializing in sustainability and climate change. DCarbon services cover a wide range of activities covering; consultations, training, and capacity building, reporting, digital solutions, communication, and assurance services, to public and private corporations, international and local organizations, governmental authorities, and civil society organizations in the MENA, GCC, EU, and the USA. DCarbon Egypt advises different sectors including, financial, industrial, telecom, ICT, Real Estate, health among others. DCarbon is working with numerous international partners, a GRI certified training partner in Egypt, MENA and the Arab States, TCFD, and EPD supporter. DCarbon Egypt is working on facilitating corporate and SMEs ESG & IMPACT INVESTMENTS in Egypt and the MENA.     Your Partner in Your ESG Journey
Retirement Benefits Rank
Below Market
CORDELL & ASSOCIATES, INC.
CORDELL & ASSOCIATES, INC.
Wichita, Kansas
1-24 employees
Focused primarily on company-wide project management, production management, and financial administrative tasks. Implemented a SaaS tool for project management, pre-bid tracking, and administrative tasks. Managed the production team and production schedule. Managed project timelines and milestones through visual management systems. Assisted with financial data collection, analysis, budgeting, and capital investment planning.
Retirement Benefits Rank
Top Benefits