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Showing 1 - 12 of 106 results
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
Harrisonburg, Virginia
1-24 employees
Graves Light Lenhart Private Wealth Management provides experienced wealth management and investment strategies for clients in Virginia and beyond. We use data-driven systems to create custom portfolios for a comprehensive approach to managing your wealth.
Retirement Benefits Rank
Top Benefits
FELTON GROUP, LLC
FELTON GROUP, LLC
Charlottesville, Virginia
25-49 employees
Felton Group LLC was formed in 2008 and is focused on providing our clients with superior private investigation and consulting services. Our company is managed by an experienced retired law enforcement professional with over 38 years of experience in law enforcement, security, and investigations. We maintain a highly respectable reputation in the industry. We have a history of professional relationships with all segments of the legal community. Our core belief is that nothing can replace experience, preparation and dogged determination in conducting investigations. Our office is located in Goshen, NY and we provide our investigative services throughout the Hudson River Valley of New York State and surrounding areas.
Retirement Benefits Rank
Top Benefits
BROYHILL INVESTMENTS, INC.
BROYHILL INVESTMENTS, INC.
Lenoir, North Carolina
1-24 employees
A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.
Retirement Benefits Rank
Below Market
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
Newport News, Virginia
1-24 employees
Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.
Retirement Benefits Rank
Top Benefits
CHASE BENEFIT ADVISORS
CHASE BENEFIT ADVISORS
Glen Allen, Virginia
1-24 employees
Chase Dominion Advisors is your trusted retirement plan partner. Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design and carefully crafted employee communications. Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to help increase employees’ “retirement readiness.” When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve your needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org 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. For a list of states in which we are registered to do business, please visit www.chasedominion.com
Retirement Benefits Rank
Top Benefits
L & L MANAGEMENT, INC.
L & L MANAGEMENT, INC.
Charlotte, North Carolina
1-24 employees
In this position I worked in various roles including restaurant training, cash register and computer support, payroll, accounting, office manager, program development and human resources.
Retirement Benefits Rank
Market Leading
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WHITENER CAPITAL MANAGEMENT, INC.
WHITENER CAPITAL MANAGEMENT, INC.
Rocky Mount, North Carolina
1-24 employees
Whitener Capital Management, Inc. provides investment advice and money management services to individuals, corporations, employee benefit plans, trustees and other fiduciaries. Our investment philosophy focuses on quality and value in seeking preservation of capital, reduced volatility and superior long-term, risk-adjusted returns. Our conservative philosophy and well designed and disciplined investment process provides a solid framework within which we apply the expertise and judgment gained from many years of managing financial assets. We believe that investing, not speculating is fundamental to long-term success in today’s financial marketplace. Whitener Capital Management was incorporated in July of 1987. We are registered with the United States Securities and Exchange Commission (SEC) and additionally with the states of North Carolina and Virginia as REGISTERED INVESTMENT ADVISORS.
Retirement Benefits Rank
Market Leading
FISHER WEALTH MANAGEMENT INC
FISHER WEALTH MANAGEMENT INC
Burlington, North Carolina
1-24 employees
We are a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Fisher Wealth Management was founded with the goal of assisting people with every aspect of their financial lives. We provide the most comprehensive financial planning service available, which has earned us a reputation for excellence in our industry. For each of our clients we strive to help create stability, security and help pursue financial independence. We encourage you to explore our website (http://www.fisher-wealthmanagement.com/) and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us at [email protected] or call us at 336-532-4396. We look forward to hearing from you. Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA & SIPC. www.finra.org www.sipc.org *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. *For a list of states in which I am/we are registered to do business, please visit http://www.fisher-wealthmanagement.com/.
Retirement Benefits Rank
Market Competitive
MAINSAIL WEALTH ADVISORS, LLC
MAINSAIL WEALTH ADVISORS, LLC
Gloucester, Virginia
1-24 employees
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. 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 Office phone: 804-693-5500 Office fax: 804-693-2925
Retirement Benefits Rank
Market Leading
IDEA FUND PARTNERS
IDEA FUND PARTNERS
Chapel Hill, North Carolina
1-24 employees
As one of the oldest and most active early-stage investment firms in the Southeast, our investment philosophy has been honed from years of experience. We fund entrepreneurs who are applying technology and business model innovations to industries in the earliest stages of digital disruption with an emphasis on underserved people, places and stages.
Retirement Benefits Rank
Market Competitive
ALPHA FINANCIAL ADVISORS, LLC
ALPHA FINANCIAL ADVISORS, LLC
Charlotte, North Carolina
1-24 employees
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. As fee-only registered investment advisors, we make specific investment recommendations based on your individual needs, circumstances and goals, not based upon the commissions that a particular financial product might pay. Our advisors know how the pieces of the financial puzzle fit together for our clients. As comprehensive financial planners, we examine all areas of your finances ... investments, taxes, insurance, retirement, estate planning ... to build a customized plan for your specific goals. There are no "one size fits all" templates with Alpha Financial. It's all about you, just you. So our time is yours to do the job right. Alpha Financial is an independent, fee-only Registered Investment Advisor. No commissions. No incentives from mutual fund companies to taint our judgment. No connection to a bank or brokerage firm as a conflict of interest. No sales contests, no product sales, no high pressure sales tactics. We simply put our clients' interests ahead of our own and offer an uncompromising dedication to outstanding customer service aimed at meeting your needs every step of the way. Our response to you is fast; our relationship is anything but "quick." We are life-long advisors who bring continuity to finances at each life stage for you and your family. Alpha is the first place you can always turn to for comprehensive financial planning. From our home-base in Charlotte, NC, we serve affluent clients in our community, across the United States and Americans living overseas. Quality is not limited to a certain geography, only by a dedication to service.
Retirement Benefits Rank
Top Benefits
CAROLINA WEALTH MANAGEMENT, INC.
CAROLINA WEALTH MANAGEMENT, INC.
Pinehurst, North Carolina
1-24 employees
Input and organized client’s investment holdings and other assets into programs including, but not limited to, SmartWorks, MoneyGuide Pro, eMoney, and NetX360. Completed research on different stock lists by gathering statistics from investment resources such as Morningstar, Schwab, and NetX360.
Retirement Benefits Rank
Market Leading