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Showing 1 - 6 of 6 results
MANAGED ASSET PORTFOLIOS, LLC
MANAGED ASSET PORTFOLIOS, LLC
Rochester, Michigan
25-49 employees
Managed Asset Portfolios, LLC (MAP) is an independent SEC-registered investment advisory firm with a commitment to global value investing. With successful beginnings as a Single-Family Investment Office for one of the wealthiest families in North America, we opened our doors to outside investors in 2001. Today we proudly service families, family offices and institutions throughout the United States and Canada.
Retirement Benefits Rank
Market Competitive
MORAN & COMPANY
MORAN & COMPANY
Rochester, Michigan
1-24 employees
The Moran Company, an HMA Company, is a Washington-based health care research and consulting firm focused on the boundary between the public and private sectors in health care. We assist clients in all sectors of the industry in devising business and policy strategies that are simultaneously commercially realistic and politically practical. Moran Company consultants have extensive expertise in the design, implementation and evaluation of all types of payment systems, both in Medicare and the private sector. We can assist clients seeking to understand factors that affect the flow of payments through these systems.
Retirement Benefits Rank
Market Leading
DIVERSIFIED FINANCIAL SERVICES INC.
DIVERSIFIED FINANCIAL SERVICES INC.
Washington Township, Michigan
1-24 employees
Financial Services Company. Assisting customers with all their financial needs. Residential Mortgage Loans, Modification Assistance, Secured Loans. Financial Counseling. DFS has established a National Presence to better help homeowners find secured loan options. Working with our Corporate Partners we place qualified homeowners with lending partners.
Retirement Benefits Rank
Market Leading
SAPIENTIA PRIVATE WEALTH MANAG
SAPIENTIA PRIVATE WEALTH MANAG
Rochester, Michigan
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
KELLCOLE HOLDINGS LLC DBA QOLITY FINANCIAL
KELLCOLE HOLDINGS LLC DBA QOLITY FINANCIAL
Utica, Michigan
1-24 employees
QOLity Financial is a financial planning firm dedicated to providing its clients with a comprehensive planning experience- retirement, cash flow, insurance and estate plan funding. We "plan for more"​. Investment products are offered through LPL Financial, member FINRA/SIPC. LPL provides technology, brokerage, and invested advisory services to over 12,000 financial advisors through the United States.
Retirement Benefits Rank
Market Laggard
CHRISTOPHER CAPITAL MANAGEMENT
CHRISTOPHER CAPITAL MANAGEMENT
Rochester Hills, Michigan
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
Market Laggard