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Showing 1 - 12 of 14 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
GIBSON CAPITAL, LLC
GIBSON CAPITAL, LLC
Wexford, Pennsylvania
1-24 employees
Registered Investment Adviser. Asset Allocation Pioneers.
Retirement Benefits Rank
Top Benefits
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
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
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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
WENTZ FINANCIAL GROUP, LLC
WENTZ FINANCIAL GROUP, LLC
Hudson, Ohio
1-24 employees
The entire team at Wentz Financial Group believes that the foundation for any financial plan is trust. Whatever the goal, college savings, planning for retirement or near term financial objectives, we strive to provide you and your family with a comprehensive plan to help accomplish your needs. We invite you to see for yourself how Wentz Financial Group is different. We believe in a simple philosophy, treat every customer like they are family and invest every dollar like it is our own. For important disclosure information, please see raymondjames.com/smicd.htm 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. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Wentz Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Retirement Benefits Rank
Market Leading
DEMMING FINANCIAL SERVICES CORPORATION
DEMMING FINANCIAL SERVICES CORPORATION
Aurora, Ohio
1-24 employees
We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest Registered Investment Advisors, we manage over half a billion dollars directly on an independent, third-party platform. Our CFP® practitioners serve a variety of clients from business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, to teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
Retirement Benefits Rank
Market Laggard
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
BRAKEY ENERGY INC
BRAKEY ENERGY INC
Chagrin Falls, Ohio
1-24 employees
Brakey Energy is your full-service energy management partner, with in-depth expertise on Ohio’s energy rates and regulations. We can help you lower your energy bills, adjust your energy usage, improve energy efficiency, avoid paying hidden fees, and increase your profitability.
Retirement Benefits Rank
Top Benefits
REDWOOD FINANCIAL NETWORK CORP.
REDWOOD FINANCIAL NETWORK CORP.
Solon, Ohio
1-24 employees
We exist to help a select number of successful families and businesses work towards their fullest potential and pursue their most cherished financial goals. Our mission is to listen and understand each client’s unique vision and then assist them in crafting a concise, comprehensive plan that aims to preserve their present assets from the unforeseen, builds their wealth for the future, and perpetuates their success in the form of meaningful legacies. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Redwood Financial Network may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
Retirement Benefits Rank
Market Laggard