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Showing 1 - 12 of 14 results
HBK SORCE FINANCIAL, LLC
HBK SORCE FINANCIAL, LLC
Canfield, Ohio
100-499 employees
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
Retirement Benefits Rank
Top Benefits
HAZLETT, BURT & WATSON, INC.
HAZLETT, BURT & WATSON, INC.
Wheeling, West Virginia
50-99 employees
Hazlett Burt & Watson was founded in 1883 and has provided quality Investment Services over many generations. As every investor is unique, it is important that you have the right investment professionals in place. At Hazlett Burt & Watson, our dedicated Financial Consultants start by listening. To provide the best investment direction for any individual, our Financial Consultants will ask the appropriate questions and listen intently to understand your entire financial picture. As a full-service investment firm, we offer our clients a wide range of financial services and investment vehicles to assist you in implementing your individual plan. We invite you to learn more about our services and how we can help you realize your financial goals.
Retirement Benefits Rank
Market Leading
MCKINLEY CARTER WEALTH SERVICES
MCKINLEY CARTER WEALTH SERVICES
Wheeling, West Virginia
50-99 employees
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.
Retirement Benefits Rank
Top Benefits
INVESTMENT PARTNERS, LTD
INVESTMENT PARTNERS, LTD
New Philadelphia, Ohio
1-24 employees
Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth.
Retirement Benefits Rank
Market Laggard
COMMONWEALTH FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL SERVICES, LLC
Wheeling, West Virginia
1-24 employees
Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients'​ goals, lifestyles, and budgets. After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the objective to help advance your investments when opportunities are found and strives to preserve these investments when the environment requires caution. We believe our clients have "confidence because of the plan,"​ and that is exactly what we strive to offer each and every client we serve. Advisory Services offered through Commonwealth Financial Services. Please see our website at www.cfswv.com for additional information and disclosure. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. www.sipc.org Branch Locations: 585 College Parkway Parkersburg, WV 26104 21 Warden Run Road, Suite 201 Wheeling, WV 26003 507 Richland Ave, Suite 203C Athens, OH 45701 166 S Main Street Woodsfield, OH 43793 512 3rd Street Marietta, OH 45750
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
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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
PUSTOVER FINANCIAL SERVICES
PUSTOVER FINANCIAL SERVICES
Imperial, Pennsylvania
1-24 employees
We are a financial services firm servicing individuals and small businesses. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Pustover Financial Services are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Retirement Benefits Rank
Top Benefits
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 Leading
DYNAMIC TREND, INC.
DYNAMIC TREND, INC.
Akron, Ohio
1-24 employees
Developed Options Trading Software
Retirement Benefits Rank
Below Market
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.
Monaca, Pennsylvania
1-24 employees
Fortune Financial Services, Inc. is a premier independent broker dealer located in the historic town of New Brighton, Pennsylvania. For nearly two decades we have been providing financial solutions for our advisors and their clients offering a full compliment of mutual funds, annuities, and other insurance products. Our goal is to treat our representatives and their clients in a way that is mutually respectful, honest, and friendly. Through the years this commitment has allowed Fortune to build strong relationships with our financial representatives. Our representatives know they can count on us to provide them the tools necessary to help them build their business. We also understand that just about every broker dealer offers many of the same products. But what makes Fortune Financial Services stand out is that we still do business the ‘Old Fashion Way.” That is, we have to earn the trust of our representatives every day.
Retirement Benefits Rank
Below Market
INTEGRATED PLANNING COMPANY, INC
INTEGRATED PLANNING COMPANY, INC
Uniontown, Ohio
1-24 employees
Integrated Wealth Management Inc. is in the business of designing innovative strategies for business owners and professionals . With the help of our great clients Integrated Wealth Management, Inc. has recognized the challenges facing every busy person who desires to be financially proficient. As a result we have learned that people want simple, clear and effective strategies that will work under almost any economic or business environment. We developed the “Integrated Process” and the “Success Blueprint,” to help clients identify "dangers, opportunities and strengths"​ in their business and personal lives. We specialize in helping clients integrate, grow and protect their resources for the "second-half"​ of their lives which many call "retirement"​. Retirement should be the exciting, "second-half"​ of significance and legacy.
Retirement Benefits Rank
Market Competitive