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Showing 1 - 12 of 21 results
AXIOS ADVISORY GROUP, LLC
AXIOS ADVISORY GROUP, LLC
Wexford, Pennsylvania
500+ employees
APB Retirement delivers focused, turn-key retirement plan solutions and plan administration services for employers of all sizes. We believe that all employers and their employees should have the same or better retirement plan options as those that are typically available to only larger employers. ​ All of our plans are open-architecture in investment offering, meaning that your advisor has maximum flexibility in designing your retirement plan investment line up. APB utilizes leading technology to create effective plan sponsor, plan participant, and plan advisor experiences. Cornerstones of our products and services are: * True open-architecture investment offerings of over 28,000 mutual funds and ETFs. * Revenue sharing neutrality. All revenue sharing is available to offset plan expenses or allocation to participants.* * Our fee structure competes with or beats virtually any other quality provider of retirement plan services. * We work with any plan size including start-up plans. * Unparalleled service delivered by direct access to a dedicated service team. Service the way it should be.
Retirement Benefits Rank
Below Market
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS
Sewickley, Pennsylvania
50-99 employees
The professionals at Confluence Financial Partners, cut through the clutter of overly dense explanations and needlessly complex investment options and plans to secure something in rare supply these days: Understanding. We transform complexity into clarity. Your objective is our primary focus. With our experience, we provide you with a clear, concise plan. We believe our fees are fair, reasonable and transparent. We arrive at a clear, concise investment portfolio focused on your goals and objectives.
Retirement Benefits Rank
Below Market
BILL FEW ASSOCIATES, INC.
BILL FEW ASSOCIATES, INC.
Pittsburgh, Pennsylvania
25-49 employees
Bill Few Associates, Inc. — an independent, fee-based wealth management firm — provides comprehensive financial planning and investment management services for individuals and businesses. Our financial advisors offer counseling on a wide range of services: investment management, retirement planning, estate planning, insurance planning, and education planning. Supporting our financial advisors are experienced portfolio managers and market analysts. At Bill Few Associates, we offer a wide range of financial planning services tailored just for you. Investment Management Retirement Planning Estate Planning Education Planning Insurance Planning Company Retirement
Retirement Benefits Rank
Market Laggard
FRAGASSO FINANCIAL ADVISORS, INC.
FRAGASSO FINANCIAL ADVISORS, INC.
Sewickley, Pennsylvania
25-49 employees
Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. We are primarily a fee-based investment management firm. Our clients consist of individuals, families, business owners, corporations, non-profits and endowments. We assist our clients with a variety of financial planning services, including: retirement planning, educational funding, charitable gifting strategies, tax strategies, business succession planning, life insurance, estate planning and long term care planning. Providing the deep resources of a large firm while maintaining a total focus on the unique needs of clients and their families has always been a critical part of the mission that Chairman and Chief Executive Officer, Bob Fragasso, had in mind from the beginning. Fragasso Financial Advisors employs approximately fifty professionals with 5 offices which are located in downtown Pittsburgh, Beaver, McMurray, Wexford, and at the Shoppes at Cool Springs. ____ Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services, Member of FINRA and SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. Fragasso Financial Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Please consult with Fragasso Financial Advisors for further clarification of state registrations.
Retirement Benefits Rank
Top Benefits
BILL FEW FINANCIAL GROUP, INC.
BILL FEW FINANCIAL GROUP, INC.
Pittsburgh, Pennsylvania
All Size Average employees
Pittsburgh’s Premier Financial Advisors Bill Few Associates, Inc. — an independent, fee-based wealth management firm — provides comprehensive financial planning and investment management services for individuals and businesses. Our financial advisors offer counseling on a wide range of services: investment management, retirement planning, estate planning, insurance planning, and education planning. Supporting our financial advisors are experienced portfolio managers and market analysts. At Bill Few Associates, we offer a wide range of financial planning services tailored just for you. Investment Management Retirement Planning Estate Planning Education Planning Insurance Planning Company Retirement
Retirement Benefits Rank
Top Benefits
GIBSON CAPITAL, LLC
GIBSON CAPITAL, LLC
Wexford, Pennsylvania
1-24 employees
Registered Investment Adviser. Asset Allocation Pioneers.
Retirement Benefits Rank
Top Benefits
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ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
Austintown, Ohio
1-24 employees
Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.
Retirement Benefits Rank
Top Benefits
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 Laggard
GREAT LAKES AUTO NETWORK,INC.
GREAT LAKES AUTO NETWORK,INC.
Streetsboro, Ohio
500+ employees
Great Lakes Auto Network is a warehousing company based out of 843 Lake Ave, Ashtabula, Ohio, United States.
Retirement Benefits Rank
Market Laggard
THE CADLE COMPANY INC.
THE CADLE COMPANY INC.
Newton Falls, Ohio
All Size Average employees
The Cadle Company II Inc. is a financial services company based out of 100N Center St, Newton Falls, Ohio, United States.
Retirement Benefits Rank
Below Market
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP
Aurora, Ohio
1-24 employees
Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy
Retirement Benefits Rank
Below Market
YOUNG AND ASSOCIATES, INC.
YOUNG AND ASSOCIATES, INC.
Kent, Ohio
25-49 employees
Financial industry expertise. Proven results. In an increasingly complex and ever-changing regulatory environment, financial institutions need trusted guidance and a results-driven approach. Young & Associates is a leading consulting, outsourcing and educational firm serving banks, credit unions and financial institutions nationwide. As former banking and financial executives with decades of industry experience, our consultants provide an unmatched depth of practical expertise. We are uniquely positioned to help our clients solve complex challenges. We offer a breadth of services to cover all the major areas of banking including regulatory compliance, lending and loan reviews, risk management, strategic planning and more. In all our services, we provide the trusted expertise you need to manage risk, stay compliant and position for growth and profitability. Contact us to speak with one of our consultants.
Retirement Benefits Rank
Market Laggard