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Showing 1 - 12 of 25 results
SPEO, LLC
SPEO, LLC
Glastonbury, Connecticut
50-99 employees
The Spero Group, LLC is a comprehensive detox and behavioral health management company. We provide full service detox management solutions to hospitals and related health care partners across the United States. The Spero Group manages state of the art detox centers staffed with trained social workers, marketers, and specialized technicians. Our purpose is to partner with hospitals and other providers in order to deliver patient care with the highest level of clinical excellence to an underserved yet growing patient population. Our clients can now provide local options for pre-treatment stabilization to individuals and families facing substance use issues. The Spero Group is determined to deliver the most effective treatment pathways for our client’s patients and share our knowledge across our provider base nationwide.
Retirement Benefits Rank
Below Market
EMCOR SECURITIES, INC.
EMCOR SECURITIES, INC.
West Dover, Vermont
1-24 employees
• Managed all financial aspects of foreign holding company, domestic parent company, and all subsidiaries, including operational controls for trading process. • Functioned as Compliance Officer and interfaced with regulatory agencies such as CBOT, CME, NASD, and SEC. • Advanced from entry level accountant to CFO over seven year tenure.
Retirement Benefits Rank
Market Competitive
FIERSTON FINANCIAL GROUP, INC.
FIERSTON FINANCIAL GROUP, INC.
West Hartford, Connecticut
1-24 employees
As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice. Everything begins with the client and what they want to accomplish in life. With this future in mind, we work to empower our clients to embrace the most meaningful opportunities in life feeling confident and supported.
Retirement Benefits Rank
Top Benefits
KEATOR GROUP LLC
KEATOR GROUP LLC
Lenox, Massachusetts
1-24 employees
Keator Group LLC is a financial services company based out of 218 Main St, Lenox, Massachusetts, United States. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keator Group is not a registered broker/dealer and is independent of Raymond James Financial Services 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 Competitive
CADENCE WEALTH MANAGEMENT, LLC
CADENCE WEALTH MANAGEMENT, LLC
Westborough, Massachusetts
1-24 employees
Comprehensive Wealth Management Firm specializing in Investment Management and Personal Finance.
Retirement Benefits Rank
Top Benefits
FINANCIAL FOUNDATIONS INC.
FINANCIAL FOUNDATIONS INC.
Westborough, Massachusetts
1-24 employees
Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.
Retirement Benefits Rank
Market Leading
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PINNACLE TRUST PARTNERS, LLC
PINNACLE TRUST PARTNERS, LLC
West Hartford, Connecticut
1-24 employees
Pinnacle Trust Partners, LLC is a respected, leading independent placement firm for alternative investments. Since our founding in 2004, we have helped place over $52 billion of institutional capital for our clients. We have also provided the following services for select clients: Direct Private Placements, Fundraising Advisory, Insurance Solutions, Fund Finance Solutions, and Strategic Advisory. In addition, Pinnacle has a long history of serving insurance company investors. Throughout our careers, Pinnacle employees have received commitments from over 90 distinct insurance company clients.
Retirement Benefits Rank
Market Leading
GROVE STREET FIDUCIARY
GROVE STREET FIDUCIARY
Peterborough, New Hampshire
1-24 employees
Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).
Retirement Benefits Rank
Top Benefits
CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC
Glastonbury, Connecticut
1-24 employees
Series 7, Series 66, Group 1 Life and Health Insurance licenses
Retirement Benefits Rank
Top Benefits
PEAK FINANCIAL SERVICES, INC.
PEAK FINANCIAL SERVICES, INC.
Northborough, Massachusetts
1-24 employees
PEAK Financial Services, Inc., is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. The staff at PEAK Financial Services, Inc., are interested in establishing long-term client relationships that are mutually beneficial. This communication is strictly intended for individuals residing in the States of: AZ, CA, CT, FL, IA, MA, MD, ME, NC, NH, NY, NJ, OR, RI, VA No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities Offered Through Commonwealth Financial Network, Member FINRA/SIPC, Registered Investment Adviser.
Retirement Benefits Rank
Market Competitive
C3 CONSULTING SERVICES
C3 CONSULTING SERVICES
Avon, Connecticut
1-24 employees
The firm provides assurance, advisory, training services to financial institutions on internal audit and risk management methodologies and practices. Founded by veteran with over 30 years of internal audit experience in the financial services industry.
Retirement Benefits Rank
Market Leading
CRESCENT POINT PRIVATE WEALTH
CRESCENT POINT PRIVATE WEALTH
Glastonbury, Connecticut
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Top Benefits