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Showing 1 - 8 of 8 results
DANIEL T. AUSTRIA AND ASSOCIATES
DANIEL T. AUSTRIA AND ASSOCIATES
Beavercreek, Ohio
1-24 employees
DANIEL T. AUSTRIA AND ASSOCIATES is an investment banking company based out of 4044 N EMERALD CT, Beavercreek, Ohio, United States.
Retirement Benefits Rank
Below Market
SMITH, MOSES & COMPANY, LLC
SMITH, MOSES & COMPANY, LLC
Beavercreek, Ohio
1-24 employees
SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.
Retirement Benefits Rank
Top Benefits
STRATEGENCE CAPITAL LLC
STRATEGENCE CAPITAL LLC
Van Wert, Ohio
1-24 employees
Our Mission: We strive to simplify the lives of our clients, and to help them and the companies they work for achieve their retirement and other financial goals. We seek to do all of this in a God-honoring way. Strategence Capital offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Retirement Benefits Rank
Market Leading
INDEPENDENT CAPITAL MANAGEMENT
INDEPENDENT CAPITAL MANAGEMENT
Coldwater, Ohio
1-24 employees
Village of Coldwater is a law enforcement company based out of P.O. BOX 118, Coldwater, Ohio, United States.
Retirement Benefits Rank
Market Competitive
ANDERSON FINANCIAL
ANDERSON FINANCIAL
Dayton, Ohio
1-24 employees
At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.
Retirement Benefits Rank
Market Competitive
JESSUP WEALTH MANAGEMENT
JESSUP WEALTH MANAGEMENT
Dayton, Ohio
1-24 employees
Jessup Wealth Management is a Dayton-based boutique investment firm that proudly serves clients in all parts of the United States. Jessup's mission is to grow our client's net worth through detailed planning, insightful strategies, timely execution and active portfolio management. The cornerstone of our philosophy is that there are 3 major segments in your life that your plan should take into consideration: Family, Finance and Future. Any plan we conceive with you will address these key issues because balance is a key component to any successful plan. Jessup Wealth Management is an enterprise practice that offers specialized, cost-efficient wealth services. We are full-spectrum and manage everything in-house for the best value and service we can offer. Jessup Wealth Management, 35 Park Avenue, Dayton, OH 45419. (937)938-9105 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Below Market
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SOUND FINANCIAL SOLUTIONS, INC.
SOUND FINANCIAL SOLUTIONS, INC.
Vandalia, Ohio
1-24 employees
Provided administrative support to the senior partners and CEO in the areas of retirement, tax, estate, portfolio, and risk management;Managed calendars and meetings for senior partners and CEO;Organized and improved the accuracy of the client filing system;Prepared correspondence documents;Managed and distributed legally mandated consumer information
Retirement Benefits Rank
Market Leading
MCKEE ASSET MANAGEMENT
MCKEE ASSET MANAGEMENT
Tipp City, Ohio
1-24 employees
McKee Asset Management is a company based out of 8 South Third Street, Tipp City, Ohio, United States.
Retirement Benefits Rank
Market Laggard