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Showing 1 - 12 of 12 results
HALL FINANCIAL ADVISORS, LLC
HALL FINANCIAL ADVISORS, LLC
Marietta, Ohio
1-24 employees
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Hall Financial Advisors, LLC is a separate entity from WFAFN.
Retirement Benefits Rank
Market Leading
CAMBRIDGE FINANCIAL GROUP, INC.
CAMBRIDGE FINANCIAL GROUP, INC.
Columbus, Ohio
1-24 employees
Underwriting applications, client interactions, helping clients with all their needs by servicing their accounts and requests.
Retirement Benefits Rank
Below Market
KEIDAN FINANCIAL CONSULTANTS, LLC
KEIDAN FINANCIAL CONSULTANTS, LLC
Columbus, Ohio
1-24 employees
KEIDAN FINANCIAL CONSULTANTS, LLC is a financial services company based out of 400 SOUTH FIFTH STREET, COLUMBUS, Ohio, United States.
Retirement Benefits Rank
Top Benefits
TRINITY FINANCIAL ADVISORS
TRINITY FINANCIAL ADVISORS
Columbus, Ohio
1-24 employees
We are excited to announce that as of February 1st, 2021, Trinity Financial Advisors, LLC has officially become a part of The Mather Group, LLC ("TMG").
Retirement Benefits Rank
Top Benefits
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
PARTNERSHIP FINANCIAL, LLC
PARTNERSHIP FINANCIAL, LLC
Columbus, Ohio
1-24 employees
We are a fee-only financial planning firm based in Columbus, Ohio, and serving clients throughout the United States. We specialize in providing objective financial planning to help clients build, protect, and manage their assets through life's transitions. We work only for you, so you can have financial peace of mind.
Retirement Benefits Rank
Below Market
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LIBERTAS WEALTH MANAGEMENT
LIBERTAS WEALTH MANAGEMENT
Columbus, Ohio
1-24 employees
There is too much noise and bad information & advice that can truly inhibit your ability to realize the American Dream. Our philosophy is Defense First because “offense” hasn’t been the answer since things have changed…and things have changed. At Libertas Wealth Management, it’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000-2002…or 2007-2009. Like any sport, we believe that an offense without defense is worthless. Most financial advisors cherry-pick the “latest, greatest” 10-year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that “You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.” At Libertas Wealth Management, we believe that while history can look a lot like today, we’re trudging thru unprecedented times…and unprecedented times require unprecedented action. What does this mean? It means that we don't implement a "set it and forget it"​ approach to your life savings that you have worked so hard to save up. It means that we don't leave your portfolios to be managed by chance. Our job isn’t to make you rich – it’s to keep you from getting poor. When your life savings is in question, it’s not good enough to make a profit…..you have to keep the profit, too.
Retirement Benefits Rank
Market Competitive
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
NORTH BEND WEALTH MANAGEMENT L
NORTH BEND WEALTH MANAGEMENT L
Parkersburg, West Virginia
1-24 employees
At North Bend Wealth Management, we are committed to your financial welfare. We take a holistic approach, tying your financial objectives directly to your life goals. We strive to utilize all of our available resources to help you pursue your goals. Our energy, commitment and efforts are focused on you, the client. We are committed to being valued members of your team of professional advisors who bring a comprehensive, well-thought-out plan. Life takes us down different paths, and each path requires a different strategy. Our clients receive our undivided attention—from planning to implementation and staying in touch. We take a holistic approach when developing your plan so that you are prepared throughout the twists and turns of life. Everyone encounters challenges along the way, but we work hard to anticipate and address those situations as they arise. We want to keep you on track and strive to protect your financial welfare. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: http://www.NorthBendWealth.com Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/
Retirement Benefits Rank
Market Leading
JASON A BUEHNER
JASON A BUEHNER
Columbus, Ohio
1-24 employees
With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.
Retirement Benefits Rank
Market Competitive
HYRE PERSONAL WEALTH ADVISORS
HYRE PERSONAL WEALTH ADVISORS
Upper Arlington, Ohio
All Size Average employees
hpwealth.com / 614-225-9400 / 877-228-9515 "Aligning Life and Wealth for You and Your Family"​ We believe life transitions are inevitable, so it is our mission to help you make wise financial decisions BEFORE you face transition and WHILE you are in transition. Because emotions and stress tend to go hand-in-hand with these life transitions, we help you think clearly, analyze all your options, and avoid making decisions you may later regret. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Hyre Personal Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Please follow this link for additional disclosures: http://raymondjames.com/smicd.htm "Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Retirement Benefits Rank
Market Competitive
AARON GREENE CONSULTING
AARON GREENE CONSULTING
Columbus, Ohio
All Size Average employees
Our mission is to help high school students and their families make career and financial-based decisions when choosing a university - and to graduate with minimal or no student loan debt. Who could predict that a bachelor's degree would ever cost $80,000 - $250,000? And the path to meaningful work has changed significantly in the last decade for new college graduates. Families need to learn how to manage the decision-making process with new resources and strategies to help their student to make the best-fit choice for investing in higher education.
Retirement Benefits Rank
Market Competitive