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Showing 1 - 12 of 22 results
THE BROOKS & STAFFORD COMPANY
THE BROOKS & STAFFORD COMPANY
Cleveland, Ohio
1-24 employees
The Brooks & Stafford Company is a Cleveland Insurance Agency that offers a variety of insurance products since we opened in 1849. Located in the heart of downtown Cleveland, we are a one stop shop for insurance that offers an excellent diverse range of personal and commercial health and life insurance information and products. We provide our services to many clients, whether they are individuals, families, and businesses, all throughout northeast Ohio. Our knowledgeable and helpful agents and staff are dedicated to building a relationship with you to ensure that you are covered for various conditions, accidents or situations that you may encounter throughout your life.
Retirement Benefits Rank
Top Benefits
ROBY-FOSTER-MILLER-EARICK, INC.
ROBY-FOSTER-MILLER-EARICK, INC.
Mansfield, Ohio
1-24 employees
Outbound cold calling to businesses, in an attempt to set an appointment to build a relationship and present our product.
Retirement Benefits Rank
Top Benefits
JACKSON, DIEKEN & ASSOCIATES
JACKSON, DIEKEN & ASSOCIATES
Westlake, Ohio
25-49 employees
Jackson Dieken & Associates, founded in 1990, is a full service independent insurance agency located in Westlake, Ohio. We have a professional team committed to protecting whatever is important to our clients; whether it is a business, or family, or both. Our knowledge and experience allows us to provide our clients with in depth risk management strategies and insurance programs tailored to their needs. Our goal is to create a reliable, trustworthy, responsive, and lasting partnerships with our valued clients through our exceptional customer service.
Retirement Benefits Rank
Market Competitive
PLANNED FINANCIAL SERVICES, LLC
PLANNED FINANCIAL SERVICES, LLC
Brecksville, Ohio
1-24 employees
Return on Life Wealth Partners is a wealth management advisory firm that uses a personal approach to discover clients’ definitions of happiness and fulfillment. By understanding their hearts, we strive to help clients stay on track with prudent advice. Our recommendations go beyond numbers on an Excel spreadsheet or rates of return to help clients accomplish life goals and pursue lives well lived. Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org. Investment advice offered through Planned Financial Services, a registered investment advisor and separate entity from LPL Financial. The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Copyright © 2023 Planned Financial Services. All Rights Reserved.
Retirement Benefits Rank
Top Benefits
MAGIS ADVISORY GROUP
MAGIS ADVISORY GROUP
Avon, Ohio
1-24 employees
Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater." The connotation of the word is not “greater than,” but rather “greater for” others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. http://www.finra.org/ https://www.sipc.org/
Retirement Benefits Rank
Top Benefits
ADVANCED DEALER SOLUTIONS
ADVANCED DEALER SOLUTIONS
Richfield, Ohio
1-24 employees
Advanced Dealer Solutions has assembled one of the most sought after F&I training platforms in the industry. We have a passion for increasing dealer profits by providing industry-leading technology and implementing an F&I selling system that is guaranteed to elevate performance. We are driven to provide our dealers with products and solutions that result in increased production, profitability, customer retention, and most importantly, customer satisfaction. Extensive product offerings, decades of experience, and commitment to our dealers have led to our position as one of the most respected development companies in the business. Advanced Principles Podcast was created to be an outlet for like-minded individuals to share in the broader conversations on leadership, retail market updates, and incredible success stories. https://advanceddealersolutions.com/podcast-2/
Retirement Benefits Rank
Market Leading
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ENZA FINANCIAL, LLC
ENZA FINANCIAL, LLC
Independence, Ohio
1-24 employees
Enza Financial is committed to building and sustaining long-term relationships by providing bottom-line, value-driven programs for executive benefits, retirement planning, investments and insurance needs. Disclosure: Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Enza Financial, LLC. Enza Financial, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Retirement Benefits Rank
Top Benefits
THE JL SMITH GROUP, INC.
THE JL SMITH GROUP, INC.
Avon, Ohio
25-49 employees
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Retirement Benefits Rank
Market Leading
BROOKER INSURANCE AGENCY INC
BROOKER INSURANCE AGENCY INC
Strongsville, Ohio
25-49 employees
Established in 1938, Brooker Insurance Agency has been proudly serving our region for more than 80 years. Owned an operated by the third generation of the Brooker family, we are pleased to have earned the reputation for being a trusted provider of quality insurance and exceptional customer care. Brooker Insurance Agency offers a wide range of insurance and related products such as homeowners, auto, commercial insurance, transportation insurance, bonds, life, health, disability, and group benefits.
Retirement Benefits Rank
Market Laggard
EVARTS TREMAINE
EVARTS TREMAINE
Cleveland, Ohio
1-24 employees
Evarts Tremaine is an independent, specialty insurance agency founded in 1844, providing smarter business insurance and personal insurance solutions with integrity, authenticity, knowledge, and innovation. Trusted advisors to Fortune 500 businesses, the manufacturing industry, high net worth families, and everyday people across the United States from Cleveland, OH.
Retirement Benefits Rank
Top Benefits
VINCE HROBAT INSURANCE AGENCY
VINCE HROBAT INSURANCE AGENCY
Cleveland, Ohio
1-24 employees
Vince Hrobat Insurance specializes in auto, home, life, and business insurance. Vince Hrobat Insurance is your one-stop insurance agency in Parma, Ohio. We will be with you through all phases of your insurance experience. From determining your insurance needs, to identifying the best policies from our set of highly rated carriers. We also will continue to work to keep your policy current as your insurance needs change. And, in the event you have a loss, we’ll help you through the process to make a claim to help restore your financial state. Insurance is complicated. As your trusted advisors, we will work with you to ensure you have a good understanding of your risks and how your unique insurance management program reduces risks to acceptable levels. Our goal is to ensure you are a knowledgeable buyer and you are confident that you are making the best purchase decisions. We specialize in both personal and commercial lines insurance.
Retirement Benefits Rank
Market Leading
WELLNESS IQ
WELLNESS IQ
Independence, Ohio
25-49 employees
WellnessIQ will help you implement a successful wellness program that is an investment in your most important assets – your employees. We can also demonstrate the impact this investment will have on your bottom line as productivity increases and insurance costs decreases. Our wellness program leaves your employees feeling good about their health, their job and their employer.
Retirement Benefits Rank
Market Leading