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Showing 1 - 10 of 10 results
C.H. DEAN, LLC
C.H. DEAN, LLC
Beavercreek, Ohio
1-24 employees
As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future. We serve an array of clients, including • Doctors and dentists • High-income professionals • Entrepreneurs and small business owners • High-net-worth and ultra-high net worth individuals and families As a Dean client, you can expect • A highly consultative relationship that entails understanding the financial intersection of your personal and professional life • Access to deep expertise across an array of disciplines • Integrated solutions that include wealth planning, investment management, and business services To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).
Retirement Benefits Rank
Market Leading
SPECIALIZED ALTERNATIVES
SPECIALIZED ALTERNATIVES
Delphos, Ohio
100-499 employees
Since 1984, SAFY has strengthened families and communities through therapeutic foster care, behavioral health, adoption, family preservation, and older youth services. We focus on helping children achieve permanency, safety, well-being and self-sufficiency. Helping families and children is at the heart of what we do. Strong families are the foundation of strong communities. We help stabilize our communities’ foundations by providing a strong framework of services helping families heal, have hope and thrive. SAFY of America is a not-for-profit (501)(c)(3) agency offering an Integrated System of Care to diverse populations in Alabama, Colorado, Indiana, Kentucky, Nevada, Ohio, and South Carolina. SAFY is accredited by the Council on Accredition (COA). To learn more about our organization and services, visit SAFY.org.
Retirement Benefits Rank
Below Market
SPECIALIZED ALTERNATIVES
SPECIALIZED ALTERNATIVES
Delphos, Ohio
100-499 employees
Employment with the State of Ohio is more than ‘just a job’ – it is a privilege to serve our families, friends and neighbors who rely on us throughout our great state. We are a team of dedicated public servants committed to high performance, innovative thinking, and delivering excellent and efficient services. Our goal is to recruit and retain the best talent for our positions, because when we have the best talent, we get the best results for our community. We are #TeamOhio.
Retirement Benefits Rank
Below Market
DAYTON CHAPTER 13
DAYTON CHAPTER 13
Dayton, Ohio
1-24 employees
Chapter 13 Trustees Office is a legal services company based out of 600 Grant St # 3250, Pittsburgh, Pennsylvania, United States.
Retirement Benefits Rank
Market Competitive
SMITH, MOSES & COMPANY, LLC
SMITH, MOSES & COMPANY, LLC
Beavercreek, Ohio
1-24 employees
SMITH, MOSES & COMPANY, LLC is a financial services company based out of 2149 NORTH FAIRFIELD RD., BEAVERCREEK, Ohio, United States.
Retirement Benefits Rank
Top Benefits
STRATEGENCE CAPITAL LLC
STRATEGENCE CAPITAL LLC
Van Wert, Ohio
1-24 employees
Our Mission: We strive to simplify the lives of our clients, and to help them and the companies they work for achieve their retirement and other financial goals. We seek to do all of this in a God-honoring way. Strategence Capital offers investment advisory services through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Retirement Benefits Rank
Market Leading
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INDEPENDENT CAPITAL MANAGEMENT
INDEPENDENT CAPITAL MANAGEMENT
Coldwater, Ohio
1-24 employees
Village of Coldwater is a law enforcement company based out of P.O. BOX 118, Coldwater, Ohio, United States.
Retirement Benefits Rank
Market Competitive
ANDERSON FINANCIAL
ANDERSON FINANCIAL
Dayton, Ohio
1-24 employees
At Anderson Financial Strategies, we combine institutional-level portfolio management along with sophisticated financial planning into a boutique experience. By having independent ownership, our business is free from competing influences and can focus on putting our clients’ needs first. We embrace serving our clients as a fiduciary and are not afraid to put our recommendations in writing. As a client, you will be plugged into an “ecosystem” of financial advice that is designed to instill confidence about your financial position. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals. Advisory services offered through ANDERSON FINANCIAL STRATEGIES, LLC.
Retirement Benefits Rank
Market Competitive
SOUND FINANCIAL SOLUTIONS, INC.
SOUND FINANCIAL SOLUTIONS, INC.
Vandalia, Ohio
1-24 employees
Provided administrative support to the senior partners and CEO in the areas of retirement, tax, estate, portfolio, and risk management;Managed calendars and meetings for senior partners and CEO;Organized and improved the accuracy of the client filing system;Prepared correspondence documents;Managed and distributed legally mandated consumer information
Retirement Benefits Rank
Market Leading
MCKEE ASSET MANAGEMENT
MCKEE ASSET MANAGEMENT
Tipp City, Ohio
1-24 employees
McKee Asset Management is a company based out of 8 South Third Street, Tipp City, Ohio, United States.
Retirement Benefits Rank
Market Laggard