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Showing 1 - 12 of 138 results
PUBLIC RESOURCES ADVISORY GROUP, INC.
PUBLIC RESOURCES ADVISORY GROUP, INC.
New York, New York
25-49 employees
The Advisory Group, Inc. provides a broadly diversified range of investment, annuity and insurance solutions whether you’re planning for retirement or you’re already in retirement. One of the many benefits of working with The Advisory Group, Inc. is their ability to provide clear, easily understood explanations of financial products and services that they provide. Their personalized programs can provide a roadmap to a more secure financial future. Company Profile • Headquartered in Davenport, Iowa • Founded by Brian P. Nauman in 1991 • Independent firm • Locally owned and operated • Selected as a PlanMember Financial Center in 2018 Investment Solutions Offers a broad range of investment options, including self-directed and professionally managed mutual fund portfolios, as well as a wide array of annuity options. This includes the PlanMember Services Program, a fully integrated retirement planning platform designed to help individuals achieve a financially secure retirement. Additional Planning Services • Investment risk analysis • Retirement income analysis • Investment portfolio diversification strategies • Principal protection strategies • Social Security timing • Generational and wealth transfer planning • Long-term health care expense planning Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SPIC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800)874-6910. The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by The Advisory Group, Inc. Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
Retirement Benefits Rank
Top Benefits
A.C. ISRAEL ENTERPRISES, INC.
A.C. ISRAEL ENTERPRISES, INC.
New York, New York
1-24 employees
Acuity Partners is a privately held alternative investment firm, offering proprietary deal flow across commercial real estate and pre-IPO venture opportunities. Acuity Partners is here to help give individual investors access to best of breed, proprietary, institutional quality alternative investments. We look forward to discussing your short-term goals and long-term financial plan, to help you build a portfolio of alternative investments best suited to your individual needs. Having experienced a variety of market/economic cycles over the past 30 years, we have found that certain asset classes are more suited to specific market cycles. As a private, independent firm, we can quickly adjust our strategy and allocate capital to specific asset classes poised to outperform in any given environment. To that end, we are currently focusing on Multi-Family real estate and late stage, pre-IPO venture opportunities.
Retirement Benefits Rank
Top Benefits
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
TAILWIND MANAGEMENT LP
TAILWIND MANAGEMENT LP
New York, New York
25-49 employees
Tailwind is a financial solutions provider. We help businesses access capital by leveraging our established network of banking relationships and private capital providers, performing thorough analysis both financial and on business strategy, guiding companies through changes recommended as a result of our analysis, then putting it all together and presenting it in a way that best represents our client's request.
Retirement Benefits Rank
Market Competitive
ROSEWOOD INVESTMENT CORPORATION
ROSEWOOD INVESTMENT CORPORATION
New York, New York
25-49 employees
Rosewood Private Investments invests the time, talent and capital necessary to provide management with the opportunity to create a successful business.
Retirement Benefits Rank
Market Leading
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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
EMTA, INC.
EMTA, INC.
New York, New York
1-24 employees
EMTA is the Trade Association for the Emerging Markets
Retirement Benefits Rank
Market Competitive
NET RETURN ASSET MANAGEMENT, LLC
NET RETURN ASSET MANAGEMENT, LLC
New York, New York
1-24 employees
NET RETURN ASSET MANAGEMENT, LLC is an investment banking company based out of 767 THIRD AVE, New York, New York, United States.
Retirement Benefits Rank
Market Leading
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
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