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Showing 1 - 12 of 110 results
MCRAE CAPITAL MANAGEMENT, INC.
MCRAE CAPITAL MANAGEMENT, INC.
Morristown, New Jersey
1-24 employees
McRae Capital Management is an independent investment counseling firm. We manage the assets of both individual and institutional investors. We carefully construct and diligently monitor a portfolio of stocks, bonds, or both, based on the goals and preferences of each of our clients. Our basic approach is selective. We believe, above all, in high quality issues. We are growth oriented, but remain dedicated to our primary objective: preservation of capital. We are bound to only one proposition, and that is the well being of our clients. With 3 Certified Financial Planners on staff, McRae also advises clients on a wide range of financial planning topics including retirement, college, estate, charitable and tax planning.
Retirement Benefits Rank
Top Benefits
OSAGE PARTNERS LLC
OSAGE PARTNERS LLC
Bala Cynwyd, Pennsylvania
1-24 employees
Osage Venture Partners (OVP) invests in early stage, business-to-business (B2B) software companies. Its current focus is within the Future or Work and Future of Education spaces. With over $250M under management, OVP seeks to invest in determined, creative entrepreneurs and to provide them with the assistance required to build high growth businesses.
Retirement Benefits Rank
Top Benefits
MAKROD INVESTMENT ASSOCIATES INC.
MAKROD INVESTMENT ASSOCIATES INC.
Verona, New Jersey
1-24 employees
Makrod Investment Associates is a boutique investment advisory firm founded in 1974 and based in Verona, New Jersey. Makrod provides non-discretionary investment advisory services to pension and profit-sharing plans, trusts and charitable organizations, and high-net-worth individuals, focusing on investments in high-quality equities and fixed income. For additional information, please contact us.
Retirement Benefits Rank
Market Leading
MAIN STREET FINANCIAL SOLUTIONS, LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
Newtown, Pennsylvania
25-49 employees
Main Street Financial Solutions, LLC provides knowledgeable, customized financial planning and investment advisory services. Our practice is based on integrity, trust and financial planning expertise. We have the knowledge to provide financial planning and wealth management services to individuals, families and small businesses. To insure that our client’s best interests come first, we are fee-only which allows us to be completely objective in our recommendations. Each one of our advisors has passed the Certified Financial Planning Board's education curriculum. To ensure you have the most up to date financial planning tools and knowledge to protect your investments, we are constantly learning and continuing our education. At Main Street Financial Solutions we focus on long-term relationships and want you to feel like you are part of our family as we work together to help achieve your financial and personal goals.
Retirement Benefits Rank
Market Competitive
DUPHINEY FINANCIAL NETWORK
DUPHINEY FINANCIAL NETWORK
Denville, New Jersey
1-24 employees
DUPHINEY FINANCIAL NETWORK is a financial services company based out of 400 MORRIS AVE SUITE 227, DENVILLE, New Jersey, United States.
Retirement Benefits Rank
Top Benefits
A. GARY SHILLING AND COMPANY, INC.
A. GARY SHILLING AND COMPANY, INC.
Springfield, New Jersey
1-24 employees
A. Gary Shilling & Co., Inc. is a New Jersey based economic consulting firm focused on analyzing and forecasting economic and financial developments in the U.S. and abroad. We provide economic consulting for institutional investors and corporations and continuous communication to individual investors as well through our monthly newsletter, INSIGHT.
Retirement Benefits Rank
Market Competitive
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FAMILY INVESTORS COMPANY, INC.
FAMILY INVESTORS COMPANY, INC.
Fanwood, New Jersey
1-24 employees
At Family Investors Company, we offer an approach to financial management that we call the Family Difference: We Listen - We know the right questions to ask. Your answers provide us with in-depth information about your priorities and investment goals. We Advise - We provide our clients with straightforward recommendations. These practical recommendations identify and structure investment strategies that are both realistic and achievable. We Perform - Once your investment strategy has been approved by you, we put it to work. We try to be flexible to changing market conditions and inform our clients of new opportunities as they arise. We Care - That's why we make every effort to be accessible and responsive to your needs. We want you to become part of our Family, for it is this close relationship that will enable us to provide you with the best value and service possible.
Retirement Benefits Rank
Top Benefits
SPARRING PARTNERS CAPITAL
SPARRING PARTNERS CAPITAL
Short Hills, New Jersey
1-24 employees
Sparring Partners Capital is a licensed broker/dealer investment banking advisory firm with a focus on privately-held growth companies in the services, software, digital media, and technology enabled sectors. Sparring Partners assists private companies in raising capital (debt & equity) and sell-side advisory, as well as assists private equity firms raise their next fund.
Retirement Benefits Rank
Below Market
MASSO TORRENCE WEALTH MANAGEMENT, INC.
MASSO TORRENCE WEALTH MANAGEMENT, INC.
Marlton, New Jersey
1-24 employees
Masso - Torrence Wealth Management | 401K Plan Consulting is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, attorneys, and small business owners. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, NJ, NY, PA, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Masso Torrence Wealth Management Inc. (“Masso Torrence”) is a Registered Investment Advisor. Please visit our Website https://www.massotorrence.com for important disclosures. Masso - Torrence Wealth Management | 401K Plan Consulting, 270 N. Elmwood Road, Suite H-160, Marlton, NJ 08053. T: 800.989.8699 | 856.988.6664
Retirement Benefits Rank
Below Market
BLACK CORAL FINANCIAL ADVISORS, LLC
BLACK CORAL FINANCIAL ADVISORS, LLC
Mount Olive, New Jersey
1-24 employees
Summer internship candidate as Financial Analyst trainee. Responsibilities included: tax, investment, estate, insurance and retirement planning support to Black Coral’s president.
Retirement Benefits Rank
Below Market
SUMMIT PRIVATE INVESTMENTS, INC.
SUMMIT PRIVATE INVESTMENTS, INC.
Summit, New Jersey
1-24 employees
Summit Private Investments, Inc. ("SPI") is an investment management firm specializing in the management of alternative investments. The firm manages several fund-of-hedge-funds with the objective of providing our clients with superior risk-adjusted returns and an emphasis on risk control and downside protection. We manage capital for both U.S. and international investors, including retirement plans, endowments, foundations, and high net worth individuals. SPI is an SEC registered investment advisor. Founded in 1980 as an institutional investment consultant, the firm has a long history of working with institutional investors to manage asset allocations and diversify investment risk. In 1991, capitalizing on this expertise, the firm initiated a fund-of-hedge-fund partnership for high net worth investors and institutions.Our track record of managing fund of hedge fund assets spans more than 20 years, and fund-of-hedge-funds are the core of SPI's business today.
Retirement Benefits Rank
Top Benefits
MITCHELL SINKLER & STARR, INC.
MITCHELL SINKLER & STARR, INC.
Philadelphia, Pennsylvania
1-24 employees
Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad. As Registered Investment Advisors, our sole goal is to serve our clients’ interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build. The Firm’s services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support. Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing. This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client’s preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client’s values. Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients’ principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.
Retirement Benefits Rank
Market Leading