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Showing 1 - 4 of 4 results
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
11-50 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
Below Market
ASSET STRATEGIES GROUP
ASSET STRATEGIES GROUP
Westerville, Ohio
11-50 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
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LEGACY WEALTH PARTNERS LLC
LEGACY WEALTH PARTNERS LLC
Dublin, Ohio
11-50 employees
Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team who are committed to delivering an exceptional client experience. Individuals on the team will work closely with you and your advisor to ensure comprehensive support for the many moving parts of your financial life. The people coming together to support you include specialists with designations and degrees ranging from ChFC®, CLU®, CFP®, MBA®, and FLMI® to RICP®.
Retirement Benefits Rank
Market Competitive
SHORE MORGAN YOUNG
SHORE MORGAN YOUNG
New Albany, Ohio
11-50 employees
Updated and recorded 500 client annuity contracts and prepared data entries through Microsoft Office softwarePrepared and executed business plan for software transition from TD Ameritrade to Charles Schwab via Schwab AllianceShadowed and worked with investing officers and financial staff wealth advisors and learned general practices including trading and asset allocation
Retirement Benefits Rank
Below Market