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Showing 1 - 12 of 12 results
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
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
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
Market Competitive
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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
RAMSIER FINANCIAL SERVICES INC.
RAMSIER FINANCIAL SERVICES INC.
Smithville, Ohio
1-24 employees
We are an independent financial services firm located in Smithville, Ohio. Our current client base is primarily Wayne and Medina counties, but we have been privileged to work with select families across the United States. We work hard to help organize and simplify our clients financial lives and to help clients make sound financial decisions over their lifetime. We desire long term rewarding relationships and want to be our clients primary source of financial information when issues arise. With three securities registered representatives and three support staff members, we have the flexibility to offer a broad range of financial services while maintaining the personal touch of our small town community. Our business is based on the Golden Rule - Do unto others as you would have them do unto you! Registered representatives offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Retirement Benefits Rank
Below Market
JERICHO FINANCIAL
JERICHO FINANCIAL
Westerville, Ohio
1-24 employees
We are financial professionals who invest in more than just markets.
Retirement Benefits Rank
Top Benefits
HONACKER MIRACLE, LLC DBA COLUMBUS CAPITAL
HONACKER MIRACLE, LLC DBA COLUMBUS CAPITAL
New Albany, Ohio
1-24 employees
The professionals on our team offer comprehensive financial planning and wealth management services catering to the needs of closely held and privately held businesses and professional practices.
Retirement Benefits Rank
Market Laggard
TRUE NORTH WEALTH PARTNERS
TRUE NORTH WEALTH PARTNERS
Dublin, Ohio
1-24 employees
I develop comprehensive plans by analyzing clients' current financial situations and offering sound strategies to maximize wealth building, income for life, and transfer to heirs. I manage clients investments as a Registered Investment Advisor Representative, bound to a fiduciary standard. Additionally, I'm an independent insurance agent that primarily sells life insurance and annuities.Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA True North Wealth Partners.
Retirement Benefits Rank
Market Leading
CENTRICITY WEALTH MANAGEMENT
CENTRICITY WEALTH MANAGEMENT
Westerville, Ohio
All Size Average employees
Registered Investment Advisory Firm that provides client centric financial planning and wealth management services for high net worth individuals throughout the country. Areas of practice concentration continue to be executives- primarily health care related, entrepreneurs and professional athletes.
Retirement Benefits Rank
Top Benefits