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Showing 1 - 12 of 29 results
GWA, LLC
GWA, LLC
Meriden, Connecticut
1-24 employees
GWA is a software development company with clear focus on high quality, timely delivered, and cost-effective services. It also works on tying IT technology to your business needs. Our comprehensive experience ensures the development of solutions that give your business an edge using the most advanced IT technology. We strive to offer superior solutions through IT technology, innovation, leadership and partnerships. We are focused on providing services that leverage the evolving and innovative business) delivery model and latest technology advancements to allow our customers to reduce costs, enhance operational efficiencies and increase profits. Our goal is to maximize the benefits of information automation while minimizing its total cost of ownership. We are a Software Development company. Our forte lies in developing custom, scalable & secure applications leveraging and providing value advantages. We are a dependable organization that supports its customer with maximum efforts and making development easy and reliable. We bring exceptional value to our clients through lowered cost of software development services, outstanding quality, reliability and twenty four seven customer service. GWA excels to give a one-stop source for all of the IT needs: strategy, architecture, development, implementation, maintenance, training and support. We bring together the best management and technical professionals with the most excellent skill sets, expertise, qualification and experience. We work as a team, approximating a virtual extension to the client's development/maintenance support organization or product groups, thereby helping to bring cost economics to an optimal level and stabilize resource utilization.
Retirement Benefits Rank
Below Market
ESSEX FINANCIAL SERVICES, INC.
ESSEX FINANCIAL SERVICES, INC.
Essex, Connecticut
25-49 employees
Essex Financial has been offering highly personalized financial advice to clients since 2003. We take great pride in our ability to customize wealth management solutions to fit the individualized needs of each client. Our independent wealth management firm includes a team of 20 experienced financial advisors who manage or oversee in excess of $3.085 billion. Our services include the creation and ongoing management of comprehensive financial plans, investment management , tax planning, estate planning, corporate retirement plans, insurance, college education planning, philanthropy and retirement planning. Our breadth of knowledge allows us to create an individualized plan for everyone from high net-worth individuals and families to government municipalities, small businesses and charitable organizations. For further information or to get assistance for your wealth management and financial planning needs, please contact Ron Nelson at [email protected] or 860-767-4300. Investment Advisory Services offered through Essex Financial Services, Inc., a Registered Investment Advisor. A subsidiary of Essex Savings Bank. The securities and insurance products offered through Essex Financial Services, Inc., are not a deposit of, or other obligation of, or guaranteed by any bank, or an affiliate of any Bank, are not insured by the FDIC or any other agency of the United States, the Bank or an affiliate of the bank and involve investment risk, including the possibility of loss of the principal amount invested.
Retirement Benefits Rank
Market Laggard
DIVERSIFIED GROUP BROKERAGE CORP.
DIVERSIFIED GROUP BROKERAGE CORP.
Marlborough, Connecticut
50-99 employees
Diversified Insurance Brokerage Services, Inc. are specialists in the Group Medical Insurance market. We have innovative and creative solutions to give your company the best alternatives; especially in today's economy. Please give Karen Geri a call (210) 558-3377 -for a complimentary evaluation of your Employee Benefit plan. Also offering Dental, Vision, Disability, Vision, 401K, Cafeteria Plans, and COBRA administration.
Retirement Benefits Rank
Below Market
NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Westerly, Rhode Island
1-24 employees
We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work, and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first. The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism, and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments - and neighbors - we serve. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Professional Planning Group. 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. Professional Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm; https://www.ppgadvisors.com/
Retirement Benefits Rank
Top Benefits
KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC
New Haven, Connecticut
1-24 employees
In a rapidly changing world, Kreitler Financial is committed to making a difference in the lives of individuals and families by helping them minimize their financial uncertainties. The independent advisors at Kreitler Financial provide comprehensive wealth management including lifetime planning and investment management with complete implementation.
Retirement Benefits Rank
Top Benefits
ABG SERVICES INC
ABG SERVICES INC
Patchogue, New York
1-24 employees
For the past 20 years, ABG has dedicated itself to providing funding solutions to federally insured domestic depositories nationwide. Our extensive experience in this field gives us the opportunity to communicate and design both Investment and Deposit programs that meet our clients’ needs and accomplish their goals. Our clients originate from both state and federally regulated financial institutions and public entities. To date, we have worked with over 3600 FDIC and NCUA financial institutions. We have placed over 60 billion dollars utilizing our platforms and we’ve simplified the process of choosing which platforms best suit your needs right here on our website. ABG has one affiliated company, ICD Securities Incorporated, which is a registered broker-dealer and member of the FINRA (Financial Industry Regulatory Assocation). ICD specializes in brokered certificates of deposits registered through the Depository Trust Company. It also provides investment services to financial managers of banking institutions, credit unions and municipal entities. All DTC eligible certificates of deposits and Government and Agency securities transactions are executed through ICD Securities, Inc.
Retirement Benefits Rank
Below Market
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MONTE FINANCIAL GROUP, LLC
MONTE FINANCIAL GROUP, LLC
Guilford, Connecticut
1-24 employees
Monte Financial Group, LLC is a fee-only Investment Advisor providing wealth management strategies and ongoing investment management tailored to you and your family's unique financial needs. Our team is dedicated to seeing that our clients’ investment portfolios are focused and aligned with who they are as investors and individuals, whether they are short term needs or long term aspirations. For your Information: Periodically, links may be established between this Web site and one or more Web sites operated by third parties or where third parties provide content. Access to these sites is at your own risk. Monte Financial Group, LLC while deeming such information reliable does not guarantee the accuracy thereof. Therefore, Monte Financial Group will have no liability arising out of or related to such Web sites and their content. These sites are provided for your convenience and should not be deemed to imply that Monte Financial Group endorses those Web sites or any content therein.
Retirement Benefits Rank
Below Market
PRINCIPLE WEALTH PARTNERS, LLC
PRINCIPLE WEALTH PARTNERS, LLC
Madison, Connecticut
1-24 employees
Principle Wealth Partners is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families and institutions. Our independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients. With over 70 years of experience, and a philosophy rooted in behavioral finance we provide our clients with a holistic, unbiased approach to wealth management.
Retirement Benefits Rank
Market Laggard
ARCADIA WEALTH MANAGEMENT
ARCADIA WEALTH MANAGEMENT
Smithtown, New York
1-24 employees
Arcadia Wealth Management is a wealth management firm with offices in Smithtown, NY and New York City. Our team-based approach gives our clients a unique experience; all of our financial professionals are well versed on each client situation, ensuring our clients receive the utmost level of care. Arcadia Wealth Management is committed to client service and integrity, and as fiduciaries, we always put the best interests of our clients first. Our firm offers asset management, estate planning, tax planning, and risk management. Arcadia’s staff maintains close relationships with individuals and families. Through the use of music and regularly scheduled meetings, we encourage our clients to view life in a different way. By working with all aspects of a client's life, we hope to provide meaningful and creative solutions to difficult client challenges that may move beyond the standard definition of financial planning. We like to say we are in the business of life planning.
Retirement Benefits Rank
Market Laggard
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
Meriden, Connecticut
1-24 employees
We are a wealth management firm, headquartered in South Meriden, Connecticut, specializing in retirment planning for individuals and business owners. The firm was founded by Christopher Beale in 1988. We pride ourselves on being independent, objective and providing sound financial advice.
Retirement Benefits Rank
Top Benefits
NATIONAL BUSINESS CAPITAL
NATIONAL BUSINESS CAPITAL
Hauppauge, New York
50-99 employees
National Business Capital helps entrepreneurs secure quick and fair financing to save time and cultivate sustainable growth. We understand entrepreneurs because we were built by an entrepreneur. Our empathetic approach and company identity are based on the experiences and character of founder Joe Camberato. Joe started National Business Capital after realizing how challenging it is for business owners to access the funding they need to grow. With a strong vision, determination, and passionate leadership, he grew our firm from a small operation in his spare bedroom to one of the top workplaces on Long Island – all without one dollar of private equity. Our stress-free online platform is designed for simplicity and speed, helping business owners go from application to approval in a matter of hours. And while we remain a leader in the Fintech industry, our clients agree it’s our personalized service and award-winning team that sets us apart. From SBA loans to lines of credit, to equipment financing, and more, business owners can access all the different financing programs available to them in one place. Through our streamlined process, we have helped clients secure over $2 billion+ in financing since 2007, and, more importantly, we’ve helped entrepreneurs save a tremendous amount of time and grow faster. Work with us today so you can get back to what matters most – your business. Oh, and by the way, we donate 10 meals to Feeding America for every deal we fund!
Retirement Benefits Rank
Market Laggard
KUTTIN WEALTH MANAGEMENT
KUTTIN WEALTH MANAGEMENT
Hauppauge, New York
50-99 employees
Phone: (631) 770-0335 Headquarters: Hauppauge, New York 1174 Veterans Memorial Hwy Hauppauge, NY 11788-4459 Please visit: http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media Awards & Recognition: Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021-2022 Community Participation: Our team participates in a number of non-profit and community service type organizations including: The Mary Brennan Inn Long Island Cares RDH12 Fund for Site Child Abuse Prevention Services (CAPS) Moxxie Mentoring Program Little League Coaching American Cancer Society Island Harvest The Inn Long Island Alzheimer's Foundation Wounded Warrior Project and many more
Retirement Benefits Rank
Market Laggard
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