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Showing 1 - 12 of 12 results
STEWARD FINANCIAL HOLDINGS INC.
STEWARD FINANCIAL HOLDINGS INC.
Springfield, Missouri
50-99 employees
Steward Financial offers all the strategic solutions and options you would expect from a financial services firm; yet, we conduct business differently. We define our role as advocates on behalf of businesses and families who require highly personalized financial and advisory services. As a result, we have become a leader in corporate benefits and financial services by going: Beyond what you would expect Beyond what you are used to Beyond what everyone else offers
Retirement Benefits Rank
Market Leading
BLACKSTONE INVESTMENT GROUP, INC.
BLACKSTONE INVESTMENT GROUP, INC.
Aurora, Missouri
100-499 employees
Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $991 billion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram.
Retirement Benefits Rank
Market Laggard
RON PENNEY & ASSOCIATES
RON PENNEY & ASSOCIATES
Springfield, Missouri
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Top Benefits
THE POINT FINANCIAL GROUP, INC.
THE POINT FINANCIAL GROUP, INC.
Springdale, Arkansas
1-24 employees
The Point Financial Group is committed to helping individuals, families, and small business owners navigate the complex landscape of investment, retirement and estate planning. We provide clear explanations of financial products and services, and carefully create a custom-tailored strategy for your financial future. Our team brings more than 100 years of combined financial experience with some associates who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER ™ practitioners. THE POINT FINANCIAL GROUP IS SUPPORTED BY THE RESOURCES OF LPL FINANCIAL, the nation’s largest independent broker/dealer.* This relationship provides us with objective research and comprehensive array of tools, resources, and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations. *As reported by Financial Planning magazine, June 1996-2020, based on total revenue. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with The Point Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Below Market
VINEYARD WEALTH MANAGEMENT, LLC
VINEYARD WEALTH MANAGEMENT, LLC
Springfield, Missouri
1-24 employees
VINEYARD WEALTH MANAGEMENT, LLC is an investment banking company based out of 3812 S FREMONT AVE, Springfield, Missouri, United States.
Retirement Benefits Rank
Below Market
NEWROAD CAPITAL PARTNERS LLC
NEWROAD CAPITAL PARTNERS LLC
Bentonville, Arkansas
1-24 employees
NewRoad Capital Partners, LLC, headquartered in Northwest Arkansas, is an SEC-registered investment firm investing in growth equity and growth buyout opportunities in select U.S. Supply Chain & Logistics and Retail & Consumer Packaged Goods sectors in the lower middle market. Operator Focused: Our view of the world has been shaped by our own experiences operating businesses. As experienced entrepreneurs and operators ourselves, the NewRoad team prides itself on the high level of collaboration we bring to each of our investments. We have learned the journey is most fruitful when partnered with like-minded people that share an obsession to improve their business. We love to bring together people fueled by an entrepreneurial spirit, innovative thinking, and a drive for success. Demand-Driven: We are keenly focused on demand. We look to invest in proven and innovative technologies, products, and services that serve both existing and unmet needs in the marketplace. We believe demand, in the form of a product or service being pulled into the market, is a key validation point in a company’s business model. In addition to capital, we provide knowledge, expertise and industry connectivity that come from our experience as entrepreneurs and operators. We pride ourselves on our ability to help propel companies with proven and quantifiable demand into their next stage of growth. We also believe that companies built on a strong purpose with deep rooted core values outperform those that lack an understanding of what makes them special and the definitive difference they want to make in the world. Our approach is simple: invest in companies with people worth investing in. Our purpose is clear: create value by connecting people and ideas to make a difference. Let’s travel a NewRoad, together.
Retirement Benefits Rank
Market Competitive
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WEALTHPATH INVESTMENT ADVISORS, LLC
WEALTHPATH INVESTMENT ADVISORS, LLC
Rogers, Arkansas
1-24 employees
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of St. Bernard Financial Services, Inc. (member FINRA & SIPC). St. Bernard Financial Services, Inc. and Pensionmark are non-affiliated entities.
Retirement Benefits Rank
Market Competitive
MIDWEST MARKET SOLUTIONS, INC.
MIDWEST MARKET SOLUTIONS, INC.
Springfield, Missouri
1-24 employees
MIDWEST MARKET SOLUTIONS, INC. is a company based out of 5080 S NETTLETON AVE, SPRINGFIELD, Missouri, United States.
Retirement Benefits Rank
Market Leading
GARRETT PLANNING NETWORK, INC.
GARRETT PLANNING NETWORK, INC.
Eureka Springs, Arkansas
1-24 employees
Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, Fee-Only financial planners. The Network’s mission is to help make competent, objective advice accessible to all people. A staff of five full-time employees and a host of professional coaches, consultants, and other subject matter experts provide the support necessary for member advisors to build and thrive in their own financial planning practices. Garrett member advisors are provided with tools and templates, as well as, training and access to hundreds of continuing education events. However, the lifeblood of the Garrett Planning Network is the advisor members. They are an incredibly vibrant, supportive, connected group of professionals of diverse backgrounds who’ve come together for the greater good and well-being of their clients and themselves. Imagine tapping into the collective wisdom of hundreds of experienced, educated, thoughtful, creative minds – that is the essence of the Garrett Planning Network.
Retirement Benefits Rank
Market Competitive
DON PETERS CONSTRUCTION
DON PETERS CONSTRUCTION
Sulpher Springs, Arkansas
1-24 employees
Superintendent for Commercial Construction Company
Retirement Benefits Rank
Market Laggard
PINNACLE ADVISORS, INC.
PINNACLE ADVISORS, INC.
Springfield, Missouri
1-24 employees
About Pinnacle Family Advisors True peace of mind comes when our clients know the purpose they want to accomplish and are confident in the stewardship process to make that purpose reality. Our goal is to bring more freedom to our clients’ lives, not more burdens. Our clients are then free to focus on the big picture of making certain their wealth is working for them—not the other way around. Pinnacle Family Advisors, LLC is a Registered Investment Advisory Firm headquartered in Springfield, MO.
Retirement Benefits Rank
Market Laggard
BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
Bentonville, Arkansas
All Size Average employees
Assisted in analyzing securities, working up trades for clients, and researching questions for clients.
Retirement Benefits Rank
Market Leading