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Showing 1 - 10 of 10 results
OAK ASSOCIATES LTD.
OAK ASSOCIATES LTD.
Akron, Ohio
1-24 employees
Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.
Retirement Benefits Rank
Top Benefits
HIGHLAND CONSULTING ASSOCIATES, INC
HIGHLAND CONSULTING ASSOCIATES, INC
Cleveland, Ohio
25-49 employees
Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Our firm operates on the philosophy of "investor advocacy."​ As our clients'​ Investor Advocates®, we work to improve our clients’ prospects for success. Our approach dictates that our ownership, operational, and compensation structures be aligned with clients, adhering to the philosophy that "our only alliance is with our clients."​ Highland serves a wide array of clients. Fiduciary clients include defined benefit and defined contribution plans, Taft-Hartley plans, foundations, endowments, and other institutional investors. Clients also include family offices and similar private investors. The growth of our client base follows a managed approach in terms of the number of clients we serve and the total amount of assets we oversee. Highland maintains a commitment to grow at a rate that allows us to provide the resources, responsiveness and service that our clients deserve.
Retirement Benefits Rank
Market Leading
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
25-49 employees
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Retirement Benefits Rank
Below Market
MUTUAL SHAREHOLDER SERVICES LL
MUTUAL SHAREHOLDER SERVICES LL
Broadview Heights, Ohio
25-49 employees
MUTUAL SHAREHOLDER SERVICES is a company based out of 8869 BRECKSVILLE RD, BRECKSVILLE, Ohio, United States.
Retirement Benefits Rank
Below Market
BEESE FULMER INVESTMENT MANAGEMENT
BEESE FULMER INVESTMENT MANAGEMENT
Canton, Ohio
1-24 employees
We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.
Retirement Benefits Rank
Market Competitive
STRATEGIC WEALTH PARTNERS
STRATEGIC WEALTH PARTNERS
Independence, Ohio
25-49 employees
Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. At our core is our fiduciary duty – a legal obligation to put your best interests first. More than just an obligation, our structure allows us to act with the utmost integrity. As a fiduciary, we offer you confidence in knowing that we: - Strive to eliminate conflicts of interest - Separate financial advice from custody of assets - Provide fee-transparency Please read our disclosure statement at: https://stratwealth.com/legal/
Retirement Benefits Rank
Market Competitive
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PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, Ohio
1-24 employees
Presper Financial Architects is an independent, full-service financial planning firm with locations in Akron and Canton.The team provides retirement planning, wealth management, insurance and estate planning. Clients enjoy regular investment and financial planning reviews.
Retirement Benefits Rank
Market Competitive
JK INVESTMENT GROUP
JK INVESTMENT GROUP
Independence, Ohio
All Size Average employees
At JK Investment Group, our success is a tribute to our process for investing; rather than defaulting to outdated models, we utilize research-backed opportunities that incorporate creativity. The merit of JK Investment Group’s approach is rooted in our market research. Our investing attempts to quantify investor sentiment in the market. We combine this with extensive fundamental and technical analysis in attempt to capitalize on undervalued, under-hyped assets. Our comprehensive approach involves more than wealth management as we anticipate and address your needs for retirement planning, insurance and more. Combining our experience and analysis with passion and energy has made JK Investment Group a versatile investor in the market. Securities offered through Regulus Financial Group, LLC. Member of FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors, and Regulus Advisors are affiliated entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Retirement Benefits Rank
Market Leading
QDRO GROUP, LLC
QDRO GROUP, LLC
Avon Lake, Ohio
1-24 employees
QDRO Group is one of the nation’s largest firms devoted exclusively to aiding domestic relations attorneys in dividing retirement benefits. We provide a unique blend of legal, accounting and actuarial expertise with a special emphasis on litigation support. We believe that if a present value report or an order dividing a retirement plan does not hold up in court it was a waste of money. In fact, QDRO Group’s experts have appeared in court over 1,600 times with stunning success thanks to our special “Litigation Support Team.” When someone asks “Who drafted your QDRO?” you can confidently point to the fact that our staff members have authored eight leading legal texts in the field over the last 22 years including Dividing Pensions in Divorce: Negotiating and Drafting Safe Settlements with QDROs and Present Values, Third Edition and Value of Pensions in Divorce, Fifth Edition - all published by Wolters Kluwer Law & Business. Our reasonable, $400 flat-rate fee guaranteed through approval and instant access to the most knowledgeable staff in the country to answer your toughest questions are just two of the reasons that QDRO Group has emerged as a national leader in the field.
Retirement Benefits Rank
Market Leading
THE JENTNER CORPORATION
THE JENTNER CORPORATION
Akron, Ohio
All Size Average employees
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.
Retirement Benefits Rank
Market Competitive