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Showing 1 - 12 of 40 results
MCVEAN TRADING AND INVESTMENTS, LLC
MCVEAN TRADING AND INVESTMENTS, LLC
Memphis, Tennessee
25-49 employees
mcvean is a financial services company based out of 850 Ridge Lake Blvd, Memphis, TN, United States.
Retirement Benefits Rank
Market Competitive
ALABAMA CANCER CARE HOLDINGS, LLC
ALABAMA CANCER CARE HOLDINGS, LLC
Northport, Alabama
100-499 employees
Alabama Cancer Care is an oncology and hematology practice offering understanding and skilled treatment for a wide range of illnesses. Click to learn more!
Retirement Benefits Rank
Market Laggard
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
WARRIOR INVESTMENT GROUP, LLC
WARRIOR INVESTMENT GROUP, LLC
Tuscaloosa, Alabama
1-24 employees
Financial Planning, Retirement income planning, investment strategy. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services 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. Warrior Investment Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Top Benefits
SLAUGHTER & ASSOCIATES PLLC
SLAUGHTER & ASSOCIATES PLLC
Oxford, Mississippi
1-24 employees
SLAUGHTER & ASSOCIATES PLLC is a company based out of 604 S 16TH STREET P.O. BOX 2401, OXFORD, Mississippi, United States.
Retirement Benefits Rank
Market Leading
MAYFAIR ADVISORY GROUP, LLC
MAYFAIR ADVISORY GROUP, LLC
Birmingham, Alabama
1-24 employees
We are an innovative investment advisory and wealth planning firm focused on creating lasting impact. As fiduciary advisors, we are committed advocates who work solely on behalf of our clients. We are a team of professionals who thrive on collaborating to develop solutions and solve problems. We focus on you, your priorities and the outcomes you want to achieve. Our approach is to craft a customized strategy that leads to the most meaningful results for you. Working together, we help you secure a fulfilling future and a life that amounts to more.
Retirement Benefits Rank
Top Benefits
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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
CREEKBAUM GROUP, LLC
CREEKBAUM GROUP, LLC
Birmingham, Alabama
1-24 employees
- Financial Advising Intern from 2017-2019- Financial Advisor Jan- Feb 2019- Series 7 Certified 2018
Retirement Benefits Rank
Below Market
ADDITIVE ADVISORY PBC
ADDITIVE ADVISORY PBC
Memphis, Tennessee
1-24 employees
Additive Advisory PBC is an SEC-Registered Investment Advisor that represents over 75 years of combined investment experience. Additive's mission is to apply our decades-developed experience in risk management and financial services operational efficiency to enable our partners to deliver a better end-to-end solution to their clients. Areas of Focus Additive works with sophisticated investors on a fully customized basis, offering expertise and, as relevant, infrastructure in the below areas: - Alternatives Investment Management: Additive is the investment manager for an onshore domestic partnership focused on investing in value-oriented (primarily) equity positions on a concentrated basis. - Hedge Fund Operations: Additive has partnered with investment managers, where Additive has full responsibility for the operations vertical of a fund structure. Additive has experience launching both domestic-only and Cayman master-feeder vehicles. - Fund Structure Optimization: Additive offers consulting services to clients to assist in reviewing and possibly enacting changes to help optimize fund structures. - Derivatives-Centric Customized Solutions: Additive assesses overall portfolios and/ or single-concentrated positions to develop, propose, and implement derivatives-based solutions to assist managers in alleviating or mitigating discrete portfolio exposures. - Principal Investment: Additive and its members continually evaluate various opportunities to commit capital or provide financing for projects, companies, and funds. As a Public Benefit Corporation (PBC), we strive “to increase the flow of capital to charitable organizations … focused on the area surrounding Memphis, TN, which serve underprivileged constituencies of that community.” We are very proud to annually commit to serving our community through various charitable organizations that help make our home city a better place.
Retirement Benefits Rank
Market Laggard
FINANCIAL CONSULTING GROUP, INC.
FINANCIAL CONSULTING GROUP, INC.
Metairie, Louisiana
1-24 employees
111 Veterans Memorial BlvdSuite 1506Metairie, LA 70005(504) 835-1707Financial Consulting Group Inc. is an independent practiceSecurities offered through Raymond James Financial Services Inc., Member FINRA/SIPCFinancial Consulting Group, Inc. is not a registered broker/dealer, and is independent ofRaymond James Financial Services. Investment Advisory Services are offered through Raymond JamesFinancial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info: section.
Retirement Benefits Rank
Below Market
BROWN MCLEOD, INC. DBA BROWN FINANCIAL ADVISORY
BROWN MCLEOD, INC. DBA BROWN FINANCIAL ADVISORY
Fairhope, Alabama
1-24 employees
Brown Financial Advisory helps you explore your dreams and goals. Then we show you how to uncover the potential in your finances. Financial Planning Services Creating a roadmap to achieve financial success is the holistic process of financial planning. This roadmap includes critical areas such as retirement, investments, insurance, taxes and estate planning. A true financial plan does not stop there, however, but extends to those non-financial goals and dreams that may still be waiting to be realized. Wealth Management The cornerstone of Wealth Management is the investment management process. Consistent with the proponents of Modern Portfolio Theory and the theories of some of the greatest investment minds of our time, we use a common sense approach to reduce investment risk while maximizing the potential in every client’s investment portfolio. Fiduciary Provider The company is 100% independent and serves as a fiduciary to its clients 100% of the time. This is an ongoing relationship with Fee-Only pricing that always places your interests above the company in a continuous effort to help you achieve your goals.
Retirement Benefits Rank
Market Competitive
THIRTYNORTH INVESTMENTS, LLC
THIRTYNORTH INVESTMENTS, LLC
New Orleans, Louisiana
1-24 employees
For two decades ThirtyNorth Investments, LLC has provided high net-worth individuals and their families, retirement plan sponsors, and non-profit endowments and foundations with objective investment guidance. With its hands on the pulse of the capital markets and a nuanced understanding of the needs of diverse individual and institutional investors, ThirtyNorth leverages deep industry expertise to help its clients navigate the extraordinarily complex marketplace of investment opportunities. Founded in 1997, ThirtyNorth is a registered investment advisory firm with offices in New Orleans and Baton Rouge, Louisiana. It is independent, employee-owned, and unaffiliated with any parent company. Being located outside of a major money center translates to more than just physical distance; it provides another layer of perspective and embeds independence into who we are at ThirtyNorth. The Firm does not receive commissions for the recommendation or sale of investment products to its clients, thus its driving motivation is to put clients’ goals first by providing objective investment advice. As a majority-women owned firm, ThirtyNorth is also well versed in the benefits of a diverse management team. The ThirtyNorth team is comprised of professionals with rich and diverse experience across the financial services industry, from wealth management within large institutional banks to boutique investment advisory services. With a staff of investor advisor representatives and port folio managers with CFA, CFP®, and CIMA® credentials and certifications, ThirtyNorth combines the most recent market analytics with deep asset management expertise to guide clients.
Retirement Benefits Rank
Market Competitive