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Showing 1 - 12 of 17 results
SMART USA CO.
SMART USA CO.
Nashville, Tennessee
50-99 employees
Smile Dental Group provides high-quality dental care to families in the Antelope Valley. We provide personalized, comprehensive dental care for all ages under one roof using advanced technology. At Smile Dental Group our goal is to provide your entire family with the dental health care they need. From routine dental check-ups to full smile makeovers, our team has the skill, experience, and compassion necessary to care for growing and aging smiles. Smile Dental Group serves patients and families in the Antelope Valley, CA area with three convenient office locations in Palmdale, East Lancaster and West Lancaster, CA. Our dental teams are committed to providing the highest standard of care using the latest dental technology and advanced treatment options. We are a patient-focused dental practice that believes in the value of relationship dentistry, taking time with each patient to get to know them and to understand their unique oral health needs and concerns. Our goal is to help you enjoy optimal oral health through personalized dental care delivered in a caring, compassionate environment.
Retirement Benefits Rank
Top Benefits
NEPHILA ADVISORS, LLC
NEPHILA ADVISORS, LLC
Nashville, Tennessee
25-49 employees
In 2010 Nephila Advisors LLC was established, predominantly to assist Nephila Capital Ltd with investor relations, develop strategic trading relationships and business development in the United States. Nephila Capital Ltd is a Bermuda based investment manager specializing in reinsurance risk. Nephila offers a broad range of investment products focusing on instruments such as insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives.
Retirement Benefits Rank
Market Leading
WOODMONT INVESTMENT COUNSEL, LLC
WOODMONT INVESTMENT COUNSEL, LLC
Nashville, Tennessee
1-24 employees
Founded in 2000, we are an independent registered investment advisor (RIA) with approximately $1.3 billion in assets under management as of January 2023. While headquartered in Nashville, TN, we serve high net-worth individuals, families, business owners, endowments, foundations and trusts throughout the United States.
Retirement Benefits Rank
Top Benefits
BRENTWOOD CAPITAL ADVISORS, LLC
BRENTWOOD CAPITAL ADVISORS, LLC
Nashville, Tennessee
25-49 employees
Founded in 1999 and based in Nashville, Tennessee, Brentwood Capital Advisors is one of the South’s leading investment banks that provides mergers and acquisitions and capital raising advice to privately-held, middle market healthcare, technology and tech-enabled and outsourced services companies. BCA has served as exclusive financial advisor in 96 successfully closed transactions totaling over $6.2 billion in value in these sectors. Founded in 1999, the firm is partner-owned and has 18 investment banking professionals.
Retirement Benefits Rank
Market Leading
COLLIER WEALTH MANAGEMENT, INC.
COLLIER WEALTH MANAGEMENT, INC.
Hendersonville, Tennessee
1-24 employees
At Collier Wealth Management, our mission is to help our ideal clients get their entire financial house in order and keep it that way...forever. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Collier Wealth Management, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Top Benefits
FRIST CAPITAL LLC
FRIST CAPITAL LLC
Nashville, Tennessee
1-24 employees
Frist Cressey Ventures is a venture capital firm on a mission to transform healthcare and improve lives. Partnering with us means more than just capital. It means strategic support in the key areas that help businesses thrive, innovate, and deliver on their promise to affect systemic change.
Retirement Benefits Rank
Market Competitive
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PAUL WINKLER, INC.
PAUL WINKLER, INC.
Goodlettsville, Tennessee
1-24 employees
• Opened new investment accounts (i.e. IRA’s Roth’s, Joint, and Individual accounts) • Processed distribution requests/ transfer funds for clients • Monitored Required Minimum Distributions • Implemented necessary paperwork for account updates (i.e. beneficiary changes, transfer on death’s, linking checking/saving accounts to investment accounts) • Participated in client meetings • Organized educational workshops for clients • Stayed current with changes in tax and social security rules and regulations
Retirement Benefits Rank
Market Leading
AVONDALE PARTNERS, LLC
AVONDALE PARTNERS, LLC
Nashville, Tennessee
1-24 employees
Provided investing advice on publicly traded companies (including healthcare) to institutional clients. Increased firm rankings at clients via impactful stock picking, networking and strategic partnerships.
Retirement Benefits Rank
Market Laggard
DAVID ADAMS WEALTH GROUP, LLC
DAVID ADAMS WEALTH GROUP, LLC
Nashville, Tennessee
1-24 employees
At Adams Wealth Partners, we specialize in wealth and retirement plans that provideyou with the most important currency: time. Time to do the things you want with the people you love. Time not worrying about how you’re going to pay for retirement. Time enjoying life. Our professional team of wealth advisors is here to help make sure that planning for your financial future is time well spent. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Adams Wealth Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Market Leading
PETRA CAPITAL PARTNERS, LLC
PETRA CAPITAL PARTNERS, LLC
Nashville, Tennessee
1-24 employees
Petra Capital Partners, based in Nashville, TN, has been a pioneer of the growth capital model, having invested more than $700 million in more than 100 high-growth private companies since we started in 1996. We are currently investing out of our fourth SBIC fund, closed in 2020, with $210 million of available capital. We invest up to $20 million of our own capital per company in non-control subordinated debt and/or preferred stock to high growth companies for expansion, acquisition, buyout or recapitalization, and can source additional capital through our network of co-investors and senior lending partners. Companies must have at least $10 million in revenue and positive ebitda at the time of investment. We focus on business services, tech-enabled services and healthcare services companies.
Retirement Benefits Rank
Market Laggard
EPM FINANCIAL
EPM FINANCIAL
Mount Juliet, Tennessee
1-24 employees
The EPM Financial team provides investment management, risk optimization and strategic wealth planning advice. Simply put, we strive to be your trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that work toward long term investment results for you and your family. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. Call today to start the conversation and start saving for the future.
Retirement Benefits Rank
Market Leading
WOOD FINANCIAL GROUP, LLC
WOOD FINANCIAL GROUP, LLC
Hendersonville, Tennessee
25-49 employees
Wood Financial Group is a local, independent financial services company proactively providing income strategies for individuals close to or in retirement. We offer objective investment advice using the resources found in large companies while also giving access to niche investments and the personal attention expected from small companies. We provide investment, tax and estate planning strategies to develop true financial plans. Investment advisory services through Key Capital Management, Inc.
Retirement Benefits Rank
Market Laggard