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Showing 1 - 12 of 50 results
AMI BENEFIT PLAN ADMINISTRATORS, INC.
AMI BENEFIT PLAN ADMINISTRATORS, INC.
Youngstown, Ohio
500+ employees
AMI Benefit Plan Administrators, Inc. specializes in Fiduciary Plan Administration services as well as providing Fiduciary and record keeping services to retirement plans, including 401(k), profit sharing, money purchase, employee stock ownership, defined benefit, 403(b), prevailing wage, safe harbor, and cross-tested plans.
Retirement Benefits Rank
Market Laggard
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
Market Competitive
FIRST CATHOLIC SLOVAK LADIES ASSOCIATION
FIRST CATHOLIC SLOVAK LADIES ASSOCIATION
Beachwood, Ohio
25-49 employees
The First Catholic Slovak Ladies Association (FCSLA) is a fraternal benefit society founded in 1892 in Cleveland, Ohio. Today, FCSLA has grown to over 430 branches in 47 states in the U.S., representing over 85,000 members and their families. Membership is open to U.S. citizens who are Catholic of Slavic descent and their families. As a not-for-profit financial services company, FCSLA's competitive product offerings are designed to provide financial security, retirement solutions and benefits to its members nationwide through its complete line of permanent and term life insurance and annuity products. As a charitable organization, FCSLA and its members support many charitable causes in the communities served through volunteerism and financial donations. FCSLA is rated A- “Excellent” from A.M. Best Company, a leading insurance rating company.* *Effective 6/3/2010. For the latest rating, access www.ambest.com
Retirement Benefits Rank
Below Market
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
Market Leading
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AGENTS CHOICE INSURANCE AGENCY
AGENTS CHOICE INSURANCE AGENCY
Cleveland, Ohio
25-49 employees
Agents Choice is a national, independent insurance agency that specializes in helping captive insurance agents manage difficult-to-place risks. We are a trusted source for special risk vehicle insurance because we honor the relationship between insurance agents and their customers. "Your Most Trusted Source for Non-standard Insurance"​
Retirement Benefits Rank
Below Market
J L THOMAS & CO INC
J L THOMAS & CO INC
Cleveland, Ohio
1-24 employees
J.L. Thomas & Co. helps insurance agents deliver Life Insurance, Long-Term Care Insurance, Annuities, and Disability Insurance solutions. Founded in 1971, J.L. Thomas & Co. is a Brokerage General Agency specializing in case design and underwriting. J.L. Thomas & Co. is located in Cleveland, Ohio and is a member of LIBRA, one of the nation's largest Brokerage General Agency marketing organizations.
Retirement Benefits Rank
Market Competitive
A A HAMMERSMITH INSURANCE, INC
A A HAMMERSMITH INSURANCE, INC
Massillon, Ohio
1-24 employees
All lines of insurance, since 1874. We carry over 15 insurance companies for Property & Casualty and another 10 for Life & Health insurance. Call us before you renew your current coverage so we can give you an honest comparision quotation. There is a reason we have been around so long. Service.
Retirement Benefits Rank
Market Leading
REINHARDTS AGENCY, INC.
REINHARDTS AGENCY, INC.
Hermitage, Pennsylvania
25-49 employees
Welcome to the Reinhardt's Agency site. Reinhardt's is an independent, full service insurance agency, staffed with personnel drawn from a variety of risk management disciplines. Reinhardt's specializes in providing our clients with a wide range of services, including home, auto, life, and commercial insurance. Reinhardt's Agency is managed by Ryan Tyson, President, a third generation owner carrying on the heritage of the family business. Since its inception in 1904, Reinhardt's remains focused on their roots. Although technology continues to evolve and change in all business, the goal at Reinhardt's continues to focus on one client, one policy at a time. At our home office in Hermitage PA, our licensed staff is eager to serve our clients. As an independent agency, Reinhardt's represents various Personal and Commercial Insurance Markets. Our key partners such as Erie Insurance Co., Selective Insurance Co, Travelers and Encompass Insurance Co., help us provide our customers with the best products, price and coverage in the industry.
Retirement Benefits Rank
Below Market
GEM-YOUNG INSURANCE & FINANCIAL SERVICES, INC.
GEM-YOUNG INSURANCE & FINANCIAL SERVICES, INC.
Canfield, Ohio
1-24 employees
Gem-Young Insurance & Wealth Advisors is a local, family-owned independent insurance and financial planning agency serving clients throughout Ohio and beyond. One of our major strengths is a client-centered team approach that recognizes that our reputation is based upon the success and satisfaction of our clientele. That’s why we make you our top priority, not the insurance company. We believe clients want professional advice at a fair value and we deliver that by leveraging our reputation of professionalism, integrity, teamwork, and a “get it done right the first time” attitude. We believe in making a difference in our client’s lives.
Retirement Benefits Rank
Market Competitive
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 Competitive