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Showing 1 - 12 of 17 results
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
25-49 employees
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Retirement Benefits Rank
Market Laggard
ASG HOLDINGS, INC.
ASG HOLDINGS, INC.
Westerville, Ohio
All Size Average employees
ASG was originally founded in 1999 by Heinrich Dannhauser in South Africa as a diverse organisation involved in software development, management consulting, property development and more. In 2006, after great success in all the above areas, Heinrich decided to expand into the sports distribution industry. He did this with the establishment of ASG Sport Solutions (www.asgsport.co.za) and securing the exclusive agency for Rudy Project, Pinarello and Sidi in Southern Africa. In 2011 ASG International (www.asgint.com) was established as a strategic partnership between ASG Sport Solutions South Africa and italian bike bag company SCICON (www.sciconbags.com). Based in the north east of Italy (Mussolente, Veneto) ASG International is perfectly placed to conduct business in a wide range of sectors including cycling clothing Ftech (www.ftech.it), brands distribution, retail, events, travel and custom concepts. In 2016, the venture capital group Capitalworks, bought a stake in ASG, allowing the Group to rapidly expand its operations on a global scale. In 2017 ASG International expanded its operations to include specialised sport sponsorship, licensing and marketing services in the form of ASG Sport Management (www.asgsportmanagement.com) based in Montecarlo (Monaco). Later in 2017 ASG North America was formed. Ellsworth (www.ellsworthbikes.com) were introduced to the brand portfolio. ASG North America will assume the role of distribution for SCICON within the Usa.
Retirement Benefits Rank
Market Competitive
WHITE OAK PARTNERS, LLC
WHITE OAK PARTNERS, LLC
New Albany, Ohio
50-99 employees
White Oak Partners is an experienced owner-operator specializing in institutional-quality multifamily housing. Based in Columbus, Ohio, White Oak has acquired over 18,500 multifamily units, with a market value of $4.3 billion, since inception under the direction of its leadership team, which averages over 25 years of experience. White Oak builds on the track record of its Founder, Michael J. Menzer, who owned and managed approximately 100,000 multifamily units in 47 states while building his prior multifamily firm, Paramount Financial Group, from 1987-2004. Investment strategies generally target core-plus and value-add multifamily communities in desirable suburban and infill locations of large secondary U.S. metropolitan statistical areas that have resilient economies and magnetic growth potential. Disclaimer: White Oak Partners does not approve or endorse any third party communications posted on their site.
Retirement Benefits Rank
Top Benefits
MWD CONSULTING, INC.
MWD CONSULTING, INC.
Worthington, Ohio
100-499 employees
Webdesign agency for small and middle sized companies from the Norway and the Netherlands.
Retirement Benefits Rank
Below Market
ASSET STRATEGIES GROUP
ASSET STRATEGIES GROUP
Westerville, Ohio
50-99 employees
The number one differentiator for any organization is the team behind the work. We believe in the abilities of a single, inspired individual. We believe in the power of an interconnected team of retail thinkers and creators to impact brands and bottom lines. We’re a team of streetwise data scientists and imagination makers. Savvy real estate facilitators, strategists, connectors, and big idea designers. But most importantly, we’re collaborators–strategic partners in our clients’ journey toward meaningful retail experiences.
Retirement Benefits Rank
Market Laggard
ROCKMILL FINANCIAL CONSULTING, LLC
ROCKMILL FINANCIAL CONSULTING, LLC
Westerville, Ohio
1-24 employees
Provides analytical support, executes research assignments, and reviews, proofs and edits various written communications using AI and other data platforms, such as OMAC (OFiN).
Retirement Benefits Rank
Top Benefits
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MOSAIC FINANCIAL GROUP
MOSAIC FINANCIAL GROUP
Mount Vernon, Ohio
1-24 employees
We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.
Retirement Benefits Rank
Market Leading
NVEST WEALTH STRATEGIES, INC.
NVEST WEALTH STRATEGIES, INC.
Powell, Ohio
1-24 employees
Investment advisory and management for individuals of personal and retirement accounts; assist clients with retirement independence analysis.
Retirement Benefits Rank
Below Market
SUDSINA & ASSOCIATES, LLC
SUDSINA & ASSOCIATES, LLC
Gypsum, Ohio
1-24 employees
Sudsina & Associates, LLC, is a full service municipal advisory firm serving the financing needs of public entities throughout Ohio. The firm is a collaboration of experienced professionals that ensures each of our clients a team of highly qualified individuals to assist with the execution of financing plans. Our clients trust us to provide financing recommendations consistent with their goals, while minimizing the size of the issue, priced at the lowest available interest and issuance costs and finally, with the most flexible terms. Whether it be a long-term bond issue, equipment lease or a short-term cash flow borrowing, we have the resources to prepare issuers to tap the financial markets for the best available financing solution. We are registered municipal advisors with both the Securities and Exchange Commission (SEC) and the Municipal Securities Regulatory Board (MSRB) and our staff serves on the Board of Directors of the National Association of Independent Public Financial Advisors (NAIPFA) and Regulatory Committee of NAIPFA. Our firm has participated in more than 500 financings for Ohio cities, counties and schools totaling over $4 billion in par value and has ranked in the top 2 municipal advisors in Ohio since 2008 for number of transactions.
Retirement Benefits Rank
Market Competitive
OFFENBURGER CAPITAL MANAGEMENT, LLC
OFFENBURGER CAPITAL MANAGEMENT, LLC
Mansfield, Ohio
1-24 employees
Registered client service specialist and administrative support for Managing Principal.
Retirement Benefits Rank
Top Benefits
SHUTTLEWORTH & COMPANY
SHUTTLEWORTH & COMPANY
Powell, Ohio
1-24 employees
-Researched equity/bond markets, rebalanced 50+ portfolios, analyzed securities forportfolio model, attended client meetings and networking events-Extensively used ThinkOrSwim, Schwab Advisor Center, Black Diamond, Office, CRMsoftware
Retirement Benefits Rank
Market Leading
JERICHO FINANCIAL
JERICHO FINANCIAL
Westerville, Ohio
1-24 employees
We are financial professionals who invest in more than just markets.
Retirement Benefits Rank
Below Market