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Showing 1 - 12 of 12 results
RESURGENT CAPITAL SERVICES L.P.
RESURGENT CAPITAL SERVICES L.P.
Greenville, South Carolina
500+ employees
Resurgent Capital Services is a manager and servicer of domestic and international consumer debt portfolios for credit grantors and debt buyers. We manage accounts across the credit spectrum including performing accounts, sub- and non-performing accounts, secured accounts, and unsecured accounts. Currently, we have offices located in Greenville, SC, and Cincinnati, OH. Resurgent's Maryland License ID: 2301 NMLS Consumer access: https://bit.ly/2Y4yMA0 To review our Social Media Guidelines, visit https://portal.resurgent.com/terms-conditions-disclosures#social
Retirement Benefits Rank
Below Market
JOE DAVIS FINANCIAL ASSOCIATES, LLC
JOE DAVIS FINANCIAL ASSOCIATES, LLC
Marion, North Carolina
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Top Benefits
FOSTER VICTOR WEALTH ADVISORS
FOSTER VICTOR WEALTH ADVISORS
Greenville, South Carolina
25-49 employees
Foster Victor Wealth Advisors is a full-service wealth management firm that offers concierge quality advisory and planning services to our clients. We work with each client to create a coordinated roadmap tailored to fit the short-term and long-term financial goals of individuals, families and businesses. Our style is one of collaboration. Our model is based on providing holistic planning services whereby we have a fiduciary responsibility to place our clients'​ interest above our own. We work relentlessly to provide an ideal environment to map out our clients financial future. We realize that service is a rare commodity. We like doing things a bit differently.
Retirement Benefits Rank
Below Market
PARALLEL FINANCIAL PARTNERS, LLC
PARALLEL FINANCIAL PARTNERS, LLC
Greenville, South Carolina
1-24 employees
As an independent financial services firm with an unwavering commitment to our client's success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our client's financial goals. In the last ten years, we've helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients. To learn more about Parallel Financial, visit https://www.parallelfinancial.com/. Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Parallel Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Retirement Benefits Rank
Market Leading
GLOBAL VIEW INVESTMENT ADVISORS, LLC
GLOBAL VIEW INVESTMENT ADVISORS, LLC
Greenville, South Carolina
1-24 employees
Global View Investment Advisors is a Boutique, Fee-Only, Financial Planning & Wealth Management Firm, Serving Global Investments Clients from Downtown Greenville, South Carolina. We strive to avoid permanent loss of capital for our clients through a careful analysis of their needs using interactive planning and the best world class investments we can find. Our primary focus is on eliminating the risk of permanent loss of capital through a process we call Margin of Safety investing based on client needs. Together with the client, we collaboratively choose a mix of portfolios to meet this objective. Our (Retirement) Spending Portfolio seeks to beat the long-term performance of bonds while taking minimal interest rate risk and low volatility. Our Long-Term portfolios seek to outperform broad market indexes and deliver over 10% p.a. total return in a tax-efficient fashion; they are also generally much less volatile than indexes. Both portfolios are available for differing risk tolerance and tax situations.
Retirement Benefits Rank
Market Laggard
MATCH GRADE ADVISORS, LLC
MATCH GRADE ADVISORS, LLC
Greenville, South Carolina
1-24 employees
Formerly Welch Benefit Group
Retirement Benefits Rank
Market Leading
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WCM GLOBAL WEALTH, LLC
WCM GLOBAL WEALTH, LLC
Greenville, South Carolina
1-24 employees
WCM Global Wealth, LLC was founded to deliver professional money management, planning and advice to discerning clients who appreciate independent thought, hard work, transparency and the pursuit of excellence. At WCM Global Wealth, LLC our difference is that we manage your money as if it’s our own. We want you, as the client, to be happy with your portfolio regarding your individual situation so we strive to maintain a balance that will meet your current and future needs.
Retirement Benefits Rank
Below Market
HORIZONS WEALTH MANAGEMENT, INC.
HORIZONS WEALTH MANAGEMENT, INC.
Asheville, North Carolina
1-24 employees
Providing fee-only financial planning and wealth management to families in NC & SC.
Retirement Benefits Rank
Market Laggard
INFINITY WEALTH MANAGEMENT INC.
INFINITY WEALTH MANAGEMENT INC.
Arden, North Carolina
1-24 employees
Infinity Wealth Management specializes in comprehensive wealth management for family-oriented professionals and retirees. For 20 years we have been doing wealth management with an emphasis on tax-efficient distribution planning. This focus gives families more income now and for tomorrow. Infinity is a member of the Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. With a team of skilled and certified public accountants, Infinity also provides tax preparation and strategy services to the community for individuals and small businesses. Throughout the year we work with you to offer planning strategies that consider your entire tax and investment picture. Additionally, our wealth management clients are taken through a seven-step tax reduction process called the Tax Management Journey℠. Infinity holds educational Lunch 'N Learns available to the community on various topics including Social Security, investments, tax mitigation, long-term care options, annuities, income planning, estate planning, and IRA distribution planning and maximization. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Retirement Benefits Rank
Market Competitive
DRCFN, INC.
DRCFN, INC.
Greenville, South Carolina
1-24 employees
We are ASE Private Wealth™ an independent financial firm in Greenville, SC. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon. [email protected] https://brokercheck.finra.org/ www.finra.org / www.sipc.org Securities offered through Metric Financial LLC, Member FINRA/SIPC, 725 Ponce de Leon, Atlanta, GA 30306. Additional information about Metric Financial LLC is available at https://brokercheck.finra.org. Investment Advisory and Financial Planning Services offered through Belpointe Asset Management, LLC., 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Belpointe disclosures are available at https://belpointewealth.com/disclosure/. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.
Retirement Benefits Rank
Below Market
AMERICAN IRA, LLC
AMERICAN IRA, LLC
Asheville, North Carolina
All Size Average employees
American IRA was founded in 2004 by our Founder, Jim Hitt. Mr. Hitt and his team bring over 40 years of Self-Directed IRA services and Self-Directed 401(k) investing experience to the table. They use this experience to create satisfied clients resulting in over $500 million assets under administration and an A+ Better Business Bureau rating. Why choose American IRA? *Low set $285 annual fee! Unlimited assets and account values! *Option for unlimited buy and sell transactions. *No Charge for 'all cash'​ accounts. *40 years investing experience. *Unparalleled educational material. *We work with your professionals. *Tired of electronic phone systems? Call our office and speak to a real person today! *Certified IRA Specialists. *48 hour funding with completed package. *Personalized customer service. Call us today to learn about your many investment options... *Real Estate including Raw Land/Condos/Townhomes/Single Family Homes/Commercial Buildings *Private Lending including Trust Deeds/Mortgage Notes/Unsecured Notes *Tax Liens/Deeds *LLC's *Privately Held Companies *Precious Metals *And Much More...
Retirement Benefits Rank
Below Market
NORTHEND PRIVATE WEALTH LLC
NORTHEND PRIVATE WEALTH LLC
Greenville, South Carolina
All Size Average employees
Welcome to our NorthEnd family – where our mission is to make a difference every day by enriching the lives of clients, so you can sleep well at night, knowing your wealth is well-cared for and your legacy is preserved. We built our firm in the vibrant city of Greenville, South Carolina; a place we are proud to call home. It’s where our founding partners started in the industry and, most importantly, where we cultivated relationships with our clients.. Our working-class roots have instilled in us the value of hard work and sacrifice. We understand what it takes to earn and grow your wealth, and to live a life you’re proud of. We have diverse backgrounds, which translates to a unique viewpoint for our clients. Our founding partners have weaved their prior experience as an engineer, attorney, marketer and teacher to deliver a one-of-a-kind experience. As an independent firm, we work side-by-side with our clients, providing a culture that is supportive, warm and deeply connected to our community. More than an advisor, we're an extension of your family, believing in your vision and creating a plan to make it your reality. 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 financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
Retirement Benefits Rank
Market Laggard