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Showing 1 - 5 of 5 results
DOUGLAS & GREER, INC.
DOUGLAS & GREER, INC.
Memphis, Tennessee
1-24 employees
DOUGLAS & GREER, INC. is an insurance company based out of 5100 POPLAR, MEMPHIS, Tennessee, United States.
Retirement Benefits Rank
Top Benefits
FISH AND ASSOCIATES
FISH AND ASSOCIATES
Memphis, Tennessee
1-24 employees
Every person, family, business, and situation is different. That’s why we take the time to gain a deep understanding of your current needs and goals for the future before helping you develop a comprehensive plan to fit your unique circumstances. We want you to understand and feel comfortable with every aspect of your plan. That requires trust. We aim to earn your trust by providing personalized service, knowing your finances are being watched over by people who truly care about your welfare. Financial situations and goals may change over time, and any plan needs to be flexible to meet those changes. We monitor your portfolio on an ongoing basis, making adjustments when necessary to help ensure your plan works with your interest in mind. We understand the importance of distribution planning and specialize in providing strategies designed to help ensure that you will not outlive your money. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. https://bit.ly/KF-Disclosures
Retirement Benefits Rank
Top Benefits
INSURANCE CONSULTING GROUP, INC.
INSURANCE CONSULTING GROUP, INC.
Memphis, Tennessee
1-24 employees
As a group health insurance broker, we specialize in a full service approach to all aspects of employee benefits. Working for employers of all sizes, our experienced benefit advisors design benefit plans that help our clients recruit, retain and reward employees. All the while keeping companies in Compliance under ACA (Affordable Care Act) Laws and Regulations. Insurance Consulting Group, Inc., was founded in 1986 and incorporated in 1999.
Retirement Benefits Rank
Market Leading
EXECUTIVE FINANCIAL SERVICES, INC.
EXECUTIVE FINANCIAL SERVICES, INC.
Memphis, Tennessee
1-24 employees
Executive Financial Services is a national ESOP consulting firm established in 1981 and based in Memphis, Tennessee. Our multi-disciplinary team of experienced, highly-qualified professionals has a very narrow focus on the use of Employee Stock Ownership Plans (ESOPs) in Ownership Succession Planning and a deep level of expertise and experience in this highly specialized field. We have implemented transactions in 38 cities in 19 states. ESOPS are all we do. We guide our clients through each step of the ESOP process as we know that selling your company is more than merely a transaction. It's honoring your life's work and legacy. We assist with every process of the ESOP experience, including: • Feasibility Studies • Plan Design • Transaction/Financing Design • Employee Communication • Mature Planning Please reach out with any questions about the ESOP process or what it might look like for you.
Retirement Benefits Rank
Market Leading
FUTUREBENEFITS OF AMERICA
FUTUREBENEFITS OF AMERICA
Arlington, Tennessee
All Size Average employees
FutureBenefits of America© is an open architecture record keeper and administration firm that provides services for defined contribution retirement plans. We have been providing daily access record keeping for over 10 years. Our state of the art systems provide a customized reporting system for participants, plan sponsors, and investment advisors. We provide a customized product for investments, including over 14,000 mutual funds and actual Exchange Traded Funds(ETF) as well as managed portfolios. We are a DFA approved record keeper. We can build asset allocation models that are customized by you at a competitive price and offer transparency of fees.
Retirement Benefits Rank
Market Leading