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Showing 1 - 12 of 24 results
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
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
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
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
TWIN CAPITAL MANAGEMENT, INC.
TWIN CAPITAL MANAGEMENT, INC.
Mcmurray, Pennsylvania
1-24 employees
TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of actively managed U.S. equity strategies to institutions and high net-worth individuals. The heart of our investment philosophy is that the systematic application of in-house quantitative research coupled with rigorous risk control in portfolio construction affords the best chance of achieving excess return over a benchmark on a risk-managed basis. Our job is to identify and capture the reliable and predictable sources of return while minimizing any impact for more arbitrary sources of risk. TWIN differentiates itself from the mainstream investment community with the application of our proprietary Fundamental Tilt®. We bring process consistency and continuity with investment methodologies developed by the team that founded the firm. We are a client centric firm. We believe the success of our long-standing client partnerships is a result of our transparency, responsive client service, as well as the proven track record of our investment strategies.
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
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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
STATION CAPITAL, INC.
STATION CAPITAL, INC.
Washington, Pennsylvania
1-24 employees
• Processed Mutual Funds, Variable Annuities, and Brokerage accounts for an independent brokerage firm • Other duties included word processing, office file management, and client management
Retirement Benefits Rank
Market Leading
DSF WEALTH MANAGEMENT GROUP LLC
DSF WEALTH MANAGEMENT GROUP LLC
Bridgeville, Pennsylvania
1-24 employees
Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. DSF Wealth Management Group, LLC is not a subsidiary of nor controlled by Cetera.
Retirement Benefits Rank
Market Laggard
GOLDEN STRATEGIES FINANCIAL GROUP
GOLDEN STRATEGIES FINANCIAL GROUP
Pittsburgh, Pennsylvania
1-24 employees
We understand that establishing a relationship with trusted and knowledgeable advisor is an important decision, one that takes time and deserves careful consideration. Golden Strategies Financial Group is a financial services firm that has strived to create, grow and preserve wealth for families for more than 31 years, while building confidence and integrity along the way. With a strong awareness and understanding of the distinctive financial challenges of planning for retirement we deliver investment strategies that are designed to give clients confidence in their financial decisions. We are here to help you take a proactive approach to your personal financial situation by guiding you through the planning process in the pursuit of your goals. Please see website for full disclosures (www.GoldenStrategiesfg.com). 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 Competitive
ROSETTA CAPITAL CORPORATION
ROSETTA CAPITAL CORPORATION
Pittsburgh, Pennsylvania
1-24 employees
ROSETTA CAPITAL CORPORATION is an investment banking company based out of 1121 BOYCE RD, Pittsburgh, Pennsylvania, United States.
Retirement Benefits Rank
Market Competitive