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Showing 1 - 12 of 32 results
OAK ASSOCIATES LTD.
OAK ASSOCIATES LTD.
Akron, Ohio
1-24 employees
Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.
Retirement Benefits Rank
Top Benefits
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
Market Laggard
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
CARNEGIE CAPITAL ASSET MANAGEMENT LLC
CARNEGIE CAPITAL ASSET MANAGEMENT LLC
Pepper Pike, Ohio
50-99 employees
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. Carnegie Investment Counsel is fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees and over $3 billion in assets under management and advisement (as of 9/30/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.
Retirement Benefits Rank
Top Benefits
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MGO/OS HOLDINGS, LLC
MGO/OS HOLDINGS, LLC
Beachwood, Ohio
25-49 employees
Moskal Gross Orchosky Inc is a financial services company based out of 1301 E 9th St Ste 1400, Cleveland, Ohio, United States.
Retirement Benefits Rank
Below Market
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
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
RMS INVESTMENT GROUP, LLC
RMS INVESTMENT GROUP, LLC
Cleveland, Ohio
50-99 employees
RMS Investment Group is a private family office company.
Retirement Benefits Rank
Market Competitive
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