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Showing 1 - 9 of 9 results
THE TRUST COMPANY OF TOLEDO, N.A.
THE TRUST COMPANY OF TOLEDO, N.A.
Holland, Ohio
11-50 employees
Founded in 1990, TRUST COMPANY FAMILY OFFICES is a national trust bank and the regional purveyor of investment and trust services, with over $2.8 billion in managed fiduciary assets. Among other services, TRUST COMPANY FAMILY OFFICES serve as Trustee of revocable and irrevocable trusts, IRAs, and other investment entities. TRUST COMPANY FAMILY OFFICES also accepts appointments as investment agent for individuals serving as their own Trustee, in order to provide lifetime management of financial assets. Through a highly personalized approach, TRUST COMPANY FAMILY OFFICES work with clients to understand the needs and objectives that inform investment strategies and administrative responsibilities and is committed to establishing meaningful, long-term client relationships.
Retirement Benefits Rank
Below Market
TDC COMPANIES, INC.
TDC COMPANIES, INC.
Maumee, Ohio
11-50 employees
Experienced sourcing importer with a demonstrated history of working in the seasonal products industry with grocery retail chains.
Retirement Benefits Rank
Below Market
SJS INVESTMENT CONSULTING, INC.
SJS INVESTMENT CONSULTING, INC.
Sylvania, Ohio
11-50 employees
SJS Investment Services has been advising people, families, organizations and communities, managing their assets, and in general, being there for them since 1995. Our time-tested investment philosophy builds on the research of Nobel Laureates and experienced practitioners, implementing in the real world what has been emphasized in the ivory towers. We have approximately $2.0 billion* in assets under management. But most important, we bring major money center investment experience to you through MarketPlus Investing, and a team of people whose small-town values put you first, all the time, every time. That’s what sets SJS Investment Services apart. *as of 12/31/2022
Retirement Benefits Rank
Top Benefits
KMG FIDUCIARY PARTNERS, LLC
KMG FIDUCIARY PARTNERS, LLC
Toledo, Ohio
11-50 employees
KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm. As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals. As a premier independent firm for like-minded clients and advisors, we will always act in a fiduciary capacity, and have a commitment to long term success and the desire to have a meaningful working relationship. We seek to help each and every client reach their financial goals and achieve long term success through personalized financial plans designed specifically to meet their individual needs. KMG Fiduciary Partners, LLC offers a comprehensive collection of services unrestricted by specific products. As a fiduciary firm, we are not bound by any products and services of any one company, and have the flexibility to source tailored solutions for you.
Retirement Benefits Rank
Top Benefits
GALECKI FINANCIAL MANAGEMENT, INC.
GALECKI FINANCIAL MANAGEMENT, INC.
Fort Wayne, Indiana
11-50 employees
At Galecki Financial Management, we help individuals and families achieve their financial goals. We're anything but a business-as-usual wealth management firm. We're different. Friendly. Casual. And really good listeners. Indeed, that's a big part of what makes us different. Everything we do is based on what we hear from you, because our experienced team of professionals specializes in comprehensive financial planning, cash flow analysis, IRA rollovers, financial services, money management, estate planning, retirement planning and advising. We help you identify your short- and long-term goals, and then we work together to achieve them. Lastly, and most importantly, we're fee-only, meaning we're only compensated for our time. Our only incentive is to help you succeed. To schedule a meeting, call (260) 436-8525 or email [email protected]. -- GALECKI FINANCIAL MANAGEMENT INC (“GFMI”) is an SEC registered investment adviser located in Fort Wayne, Indiana. GFMI and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which GFMI maintains clients. GFMI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Retirement Benefits Rank
Market Leading
VESTIA HOLDINGS, LLC
VESTIA HOLDINGS, LLC
Fort Wayne, Indiana
11-50 employees
At Vestia, we believe real wealth isn’t shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning and the memories that make you happy, cry or laugh. Most of all, we want to know what kind of life you want to build for the people who matter most. While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day. And because everyone’s situation is entirely unique, we build every plan from scratch and provide the services you need. Our approach is focused on one thing: helping you live life to the fullest, no matter how fast your calendar fills up. Because at the end of the day and at the close of every chapter – real wealth is measured in moments.™ - Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. - Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. - Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions). - Contract negotiation services offered through Vestia Contract Negotiation, LLC. - Consulting services offered through Vestia Ventures, LLC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.
Retirement Benefits Rank
Market Laggard
CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC
Maumee, Ohio
11-50 employees
We manage a wide variety of strategies from basic capital preservation to aggressive equity income. Each strategy is managed for a specific outcome and portfolios are designed using the mix of strategies that best align with client outcomes. Using strategies such as individually selected laddered bonds and option based portfolios we believe we can serve the needs of more complex portfolios often presented by high net worth clients. We offer 13 Core Strategies that are fully diversified, and an additional 4 specialty strategies that can be used to round out a portfolio with unique needs. Risk associated with each strategy can range from a beta (S&P 500) of <.25 to 1+ and strategies are mixed to balance client risk tolerance and time horizon with desired outcomes. Please click here to view our results and strategy fact sheets. Legacy positions, highly concentrated portfolios, unique income needs, etc. can all be situations where a custom approach to investing may be required. We routinely use alternatives, bonds, and the derivative market to both reduce risk and increase cash flow. From tax management to advanced estate planning concepts, we have a team dedicated to creating a custom solution.
Retirement Benefits Rank
Below Market
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JEEP FEDERAL COUNTRY FCU
JEEP FEDERAL COUNTRY FCU
Holland, Ohio
11-50 employees
JEEP COUNTRY FEDERAL CREDIT UNION is an automotive company based out of 7030 Spring Meadows West Drive, Holland, Ohio, United States.
Retirement Benefits Rank
Top Benefits
FINANCIAL DESIGN GROUP
FINANCIAL DESIGN GROUP
Toledo, Ohio
11-50 employees
www.Fdgonline.com
Retirement Benefits Rank
Below Market