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Showing 1 - 6 of 6 results
MASCAGNI WEALTH MANAGEMENT
MASCAGNI WEALTH MANAGEMENT
Clinton, Mississippi
1-24 employees
We are financial and investment planning professionals who can help you anticipate and navigate life changes. When facing a major change—retirement, the loss of a spouse, divorce, caring for a parent, a business sale, or other life changes—we all need guidance. Everyone’s situation is different. Which is why the financial planners at Mascagni Wealth Management get to know each of our clients and their families on a personal level. We help guide you to your personal financial goals by seeking to understand you as well as the concerns and plans you have for your money. An independent firm, we work only for our clients and no one else—which means we are not driven to sell products. We are driven by a genuine desire to help people navigate their financial futures. Let Mascagni Wealth Management get to know you.
Retirement Benefits Rank
Market Leading
MAGNOLIA CAPITAL ADVISORS LLC
MAGNOLIA CAPITAL ADVISORS LLC
Jackson, Mississippi
1-24 employees
MAGNOLIA DATA SOLUTIONS LLC is a company based out of 160 FAIRBANKS ST, JACKSON, Mississippi, United States.
Retirement Benefits Rank
Market Competitive
LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT, LLC
Ridgeland, Mississippi
1-24 employees
Legacy Wealth Management, LLC is a fee based Registered Investment Advisor (RIA). We were founded in 2003 with our office located outside of Milwaukee, in Brown Deer, WI. We specialize in providing investment management services to high net worth individuals, trusts, and endowments. We advise clients on investment strategy, asset allocation, and investment selection. We utilize Charles Schwab Institutional as our broker and custodian.
Retirement Benefits Rank
Top Benefits
WEALTHVIEW CAPITAL, LLC
WEALTHVIEW CAPITAL, LLC
Jackson, Mississippi
1-24 employees
Wealthview Capital, LLC is an independent, fee-only, registered investment advisory firm with offices in Jackson, Mississippi and New Orleans, Louisiana. We offer asset management, planning and consulting services to individuals, corporations, institutions, trusts, endowments and foundations. Wealthview is committed to helping our clients achieve their unique goals through intelligent, yet low cost, wealth accumulation, preservation and distribution strategies. We strive to deliver customized, client-focused solutions in an atmosphere of mutual trust, open communication and personal service delivered by a team of experienced, dedicated professionals. Wealthview serves a broad array of clients throughout the United States.
Retirement Benefits Rank
Below Market
OPTIMUM FINANCIAL SERVICES, LLC
OPTIMUM FINANCIAL SERVICES, LLC
Jackson, Mississippi
1-24 employees
Optimum Financial Services, LLC is a Registered Investment Adviser (RIA) located in Jackson, Mississippi, serving the financial needs of individuals, businesses and groups. Optimum has continued to manage and advise retirement plans, as well as trusts, IRAs and individual taxable accounts for these clients. Our compensation is fee-based only as we receive no compensation beyond the fee we charge clients for our services. We do not offer any proprietary funds and we do not accept financial incentives to use investment offerings from other providers. Our interests are truly aligned with those of our clients. As a Registered Investment Advisor we are held to a fiduciary standard of care laid out in the Investment Advisers Act of 1940. We do not sell investment products in order to get paid a commission. Instead we offer advice to our clients which, is in their best interests without a conflict of interest.
Retirement Benefits Rank
Market Competitive
BRANNING WEALTH MANAGEMENT, LLC
BRANNING WEALTH MANAGEMENT, LLC
Jackson, Mississippi
1-24 employees
At Branning Wealth, we’re passionate about helping clients nationwide achieve their financial goals. We take a unique approach to financial planning and investment management using the Modern Retirement Theory and Asset Dedication.
Retirement Benefits Rank
Market Laggard