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Showing 1 - 12 of 45 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
CFS INVESTMENT ADVISORY SERVICES, L.L.C.
CFS INVESTMENT ADVISORY SERVICES, L.L.C.
Totowa, New Jersey
1-24 employees
As a busy professional or active retiree, you need someone you can trust to manage the assets you've worked so hard to accumulate for your family. You need a financial advisor who offers the experience, independence and integrity to match your own achievements and goals. CFS Investment Advisory Services L.L.C. (CFS) will help you understand and control your finances and free you to pursue your dreams and aspirations. CFS stands for Common Financial Sense, a philosophy that embraces sophistication without complication. You will work with dedicated financial advisors who listen, understand and care deeply about helping you make your dreams come true. We call it the CFS Standard of Care; you will call it the freedom to enjoy your life without worrying about your finances.
Retirement Benefits Rank
Market Laggard
STRATEGIC FAMILY WEALTH COUNSELORS, LLC
STRATEGIC FAMILY WEALTH COUNSELORS, LLC
Fairfield, New Jersey
1-24 employees
Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Advisor firm that is dedicated to providing comprehensive financial planning and ongoing support to assist our clients on their road to financial success. Each member of our team is driven to not only meeting, but surpassing the needs and expectations of our clientele. We have found that the most important characteristic that people look for when choosing an Investment Advisor is integrity. Our team exhibits a level of integrity and a work ethic reminiscent of the kind of mom and pop businesses that this country was founded on. We operate in the “high-touch”, relationship-driven financial services industry and maintain a highly personalized level of service. We help our clients simplify the demands of managing their wealth to enable them to devote time to their business, personal endeavors, and their family. We carefully position our client’s assets using a complex, yet easy to understand asset allocation strategy. We also develop and implement unique and comprehensive financial plans to help simplify, consolidate and integrate every aspect of our clients’ financial future.
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
THE KLUGE FINANCIAL GROUP LLC
THE KLUGE FINANCIAL GROUP LLC
Pleasantville, New York
1-24 employees
KFG is Client Focused You face different financial challenges throughout life: going to college, buying a home, investing in the market, building for retirement, protecting your family. Managing your money in a complicated market can be confusing and challenging. While much of your life hinges on the state of your finances, you prefer not to spend your time learning the nuances of investing and money management. You have dreams and goals, and you know your finances are the catalyst to get you where you want to go. Our team would love to hear from you, and we look forward to working with you in pursuit of turning your dreams into reality. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Kluge Financial Group 520 Bedford Rd, Pleasantville, NY 10570 Tel 518-371-2803
Retirement Benefits Rank
Market Leading
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
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SMITH MANAGEMENT, LLC
SMITH MANAGEMENT, LLC
Englewood, New Jersey
50-99 employees
Smith Management Llc is a financial services company based out of 24 S Market St, Frederick, Maryland, United States.
Retirement Benefits Rank
Market Competitive
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
Below Market
RUNNYMEDE CAPITAL MANAGEMENT, INC.
RUNNYMEDE CAPITAL MANAGEMENT, INC.
Morristown, New Jersey
1-24 employees
Runnymede is an independent investment management firm that manages investment portfolios of institutions (captive insurance, pension fund, corporate, non-profit) and high-net-worth individuals. Why Clients Work With Runnymede: * Trusted investment advisor serving clients with integrity for over 20 years * Well researched investment strategies * Direct access to professional team with unique history of protecting clients from “financial hurricanes” in 1987, 2000 and 2008 * Award winning client service Runnymede has been named Best Customer Service in Investment Management at the 2012 Captive Service Awards and nominated 2008 Manager of the Year by Financial Investment News.
Retirement Benefits Rank
Market Leading
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
CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
Westwood, New Jersey
1-24 employees
Securities offered through LPL Financial, MemberFINRA/SIPC. Investment advice offered through FortisGroup Advisors, LLC, a registered investment advisor.Fortis Group Advisors, LLC and Christopher EdwardsFinancial Associates, LP are separate entities fromLPL Financial.
Retirement Benefits Rank
Market Laggard
HOLLOW BROOK WEALTH MANAGEMENT LLC
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, New York
1-24 employees
Hollow Brook Wealth Management is dedicated to preserving and growing capital over the entire market cycle. Our priority is to serve as active, thoughtful and responsible stewards of our clients’ wealth. As experienced wealth managers, we leverage in-depth research, long-standing industry relationships and disciplined processes to meet the distinct and complex needs of our clients.
Retirement Benefits Rank
Market Competitive
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