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Showing 1 - 12 of 12 results
KEATOR GROUP LLC
KEATOR GROUP LLC
Lenox, Massachusetts
1-24 employees
Keator Group LLC is a financial services company based out of 218 Main St, Lenox, Massachusetts, United States. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keator Group is not a registered broker/dealer and is independent of Raymond James Financial Services 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Market Competitive
BARRON FINANCIAL GROUP, LLP
BARRON FINANCIAL GROUP, LLP
Torrington, Connecticut
1-24 employees
At Barron Financial Group, we believe in the power of a long-term, strategic approach to financial planning and investment. Our unique blend of real-life financial planning and proprietary investment strategies is meticulously designed to meet our clients' diverse needs. Our core philosophy centers on reducing stress and empowering our clients to manage their financial health successfully. Why Choose Barron Financial Group? 1. Client-Centric Approach: We're dedicated to delivering an exceptional customer experience, which we believe sets us apart in the financial services industry. By serving a select group of clients, we ensure that each client receives the personalized time and attention essential for comprehensive planning. 2. Holistic Financial Solutions: Understanding that finance is interwoven in every life aspect, we listen attentively and collaborate closely with our clients to develop financial solutions that genuinely resonate with their individual needs. Our team ensures that clients have direct and easy access to their advisors for any queries or concerns. 3. Disciplined Investment Philosophy: Our investment strategy is characterized by discipline, a crucial attribute in an ever-evolving market landscape. We continually assess asset allocations, economic cycles, market conditions, and rebalancing opportunities. This vigilant approach ensures that our clients benefit from the best of what Barron can offer. 4. Dynamic Financial Planning: We view financial advice as a lifelong journey, managed progressively over time. While capable of crafting comprehensive financial plans, we focus on addressing immediate financial stress points with swift, effective solutions, moving methodically to subsequent areas of concern. This action-oriented, consultative approach between advisor and client has proven to be both cost-effective and practical for our clients. Join Us on Your Financial Journey
Retirement Benefits Rank
Top Benefits
TENNANT FINANCIAL
TENNANT FINANCIAL
Ballston Lake, New York
1-24 employees
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
Retirement Benefits Rank
Below Market
MURPHY WEALTH MANAGEMENT GROUP, INC.
MURPHY WEALTH MANAGEMENT GROUP, INC.
Fishkill, New York
1-24 employees
We create highly personalized financial plans that allow our clients to enjoy happy, secure and prosperous retirements. We take a one-on-one approach to investing and use time-tested portfolio strategies and funds that perform consistently regardless of market conditions. We offer a one-stop shopping approach by providing clients with professional guidance in all areas of their financial life including investments, taxes, insurance and estate planning. We bring together the team of professionals our clients need to achieve their financial goals and secure their future.
Retirement Benefits Rank
Top Benefits
DSL FINANCIAL SERVICES
DSL FINANCIAL SERVICES
Poughkeepsie, New York
1-24 employees
Financial Planning, Comprehensive Individual Investment Management Strategies, Pension Design Assistance, Pension Consulting, Retirement Planning, Education Planning, Insurance Evaluation, and other Individual and Corporate Services.Securities, Advisory Services & Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. 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 LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, MA, MI, MO, MT, NJ, NY, PA.Security registrations held through LPL Financial.
Retirement Benefits Rank
Top Benefits
ALLSQUARE WEALTH MANAGEMENT, LLC
ALLSQUARE WEALTH MANAGEMENT, LLC
Albany, New York
1-24 employees
Please visit our website at www.allsquarewealth.com for information about our firm.
Retirement Benefits Rank
Top Benefits
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POMBO WEALTH MANAGEMENT
POMBO WEALTH MANAGEMENT
Albany, New York
1-24 employees
Securities and advisory services offered through Cadaret Grant & Co., Inc., an SEC Registered Investment Adviser and member FINRA/SIPC. Pombo Wealth Management and Cadaret Grant are separate entities
Retirement Benefits Rank
Market Laggard
BENEFIT PLANNING SERVICES, INC.
BENEFIT PLANNING SERVICES, INC.
Loudonville, New York
1-24 employees
Financial Planning with emphasis on Survivors Solutions.
Retirement Benefits Rank
Top Benefits
BROADSTONE ADVISORS, LLC
BROADSTONE ADVISORS, LLC
Latham, New York
1-24 employees
Broadstone Advisors is a company based out of LATHAM, NY, United States.
Retirement Benefits Rank
Market Competitive
THIRD EYE ASSOCIATES, LTD.
THIRD EYE ASSOCIATES, LTD.
Red Hook, New York
1-24 employees
Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.
Retirement Benefits Rank
Market Competitive
CAPITAL FINANCIAL SERVICES, LLC
CAPITAL FINANCIAL SERVICES, LLC
Clifton Park, New York
1-24 employees
Tax professional with a developed sense of the ins and outs and do's and dont's.Ethics takes priority over a return balance but that doesnt mean a return balance "is what it is".Tax is work, thought, innovation, and understanding of the rules and laws that govern our ever changing tax code.
Retirement Benefits Rank
Market Competitive
KARPAS STRATEGIES, LLC
KARPAS STRATEGIES, LLC
Litchfield, Connecticut
All Size Average employees
The team at Karpas Strategies is dedicated to maximizing client wealth, and we are guided by very specific principles - integrity, honesty and trust. Our goal is providing investment guidance and expertise based on your unique story, your personal goals and your objectives.
Retirement Benefits Rank
Top Benefits
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