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Showing 1 - 6 of 6 results
MID ATLANTIC CAPITAL GROUP
MID ATLANTIC CAPITAL GROUP
Pittsburgh, Pennsylvania
51-200 employees
American Trust Custody is part of Mid Atlantic Capital Group, which for more than 40 years has supported investment professionals and financial organizations with tools to help attract, grow, and retain assets. American Trust Custody provides a broad array of sophisticated financial products, technology and support services to registered representatives, investment advisors, and other financial intermediaries including retirement plan TPAs, bank trust departments, independent broker-dealers, and insurance companies.  Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and commitment to performance as a non-competitive partner. Mid Atlantic Clearing & Settlement Corporation (“MAC&SC”) is a wholly owned subsidiary of Mid Atlantic Trust Company (d/b/a American Trust Custody). MAC&SC a registered broker-dealer (member FINRA/SIPC) headquartered in Pittsburgh, Pennsylvania. MAC&SC provides cashiering, trade execution, settlement, and custody services for Mid Atlantic Trust Company. MAC&SC is a self-clearing member of the National Securities Clearing Corporation (“NSCC”), a subsidiary of The Depository Trust & Clearing Corporation (“DTCC”), for mutual fund processing services only. MAC&SC enters into and maintains mutual fund selling and servicing agreements for those mutual funds for which it provides settlement services. The NSCC is the primary provider of centralized information services and money settlement for mutual fund transactions, linking funds with their distribution channels.  - Mid Atlantic Trust Company d/b/a American Trust Custody, a non-depository state chartered trust company - Mid Atlantic Clearing & Settlement Corporation, a registered broker-dealer, member FINRA/SIPC*
Retirement Benefits Rank
Market Competitive
ALLEGHENY FINANCIAL GROUP
ALLEGHENY FINANCIAL GROUP
Pittsburgh, Pennsylvania
51-200 employees
Allegheny Financial Group is an independent financial planning and investment management firm headquartered in Pittsburgh, PA. Allegheny prides itself on providing comprehensive planning through individualized service that is tailored to each client’s particular need and goals. Allegheny and its affiliated Broker Dealer, Allegheny Investments, is comprised of many Financial Advisors that are highly experienced and well suited to provide personalized attention to many types of clients.
Retirement Benefits Rank
Market Leading
HBK SORCE FINANCIAL, LLC
HBK SORCE FINANCIAL, LLC
Canfield, Ohio
51-200 employees
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
Retirement Benefits Rank
Top Benefits
JFS WEALTH ADVISORS, LLC
JFS WEALTH ADVISORS, LLC
Hermitage, Pennsylvania
51-200 employees
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.
Retirement Benefits Rank
Below Market
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TENSER, PHIPPS & LEEPER, INC. DBA LOUIS F. LEEPER COMPANY
TENSER, PHIPPS & LEEPER, INC. DBA LOUIS F. LEEPER COMPANY
Pittsburgh, Pennsylvania
51-200 employees
Louis F Leeper Company provides sales and marketing services to manufacturers of Consumer Packaged Goods, sold generally through grocery, drug and mass merchant stores.  We sell mostly, though not exclusively, to customers in and around the Pittsburgh area and represent manufacturers of some of the world's largest and best known food and non-food brands.
Retirement Benefits Rank
Below Market
FORT PITT CAPITAL GROUP, LLC
FORT PITT CAPITAL GROUP, LLC
Pittsburgh, Pennsylvania
51-200 employees
Fort Pitt Capital Group is an independent investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our firm’s value-conscious investment philosophy. Our depth and breadth of experience is one of our greatest strengths. Our founding partners have been working together since 1991, through shifting market environments and consumer moods. All the while, our philosophy has remained steadfast: Preserve capital while maximizing growth and income. Talk with an advisor by calling (816) 482-3773.
Retirement Benefits Rank
Top Benefits