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Showing 1 - 12 of 14 results
OAK ASSOCIATES LTD.
OAK ASSOCIATES LTD.
Akron, Ohio
11-50 employees
Celebrating 30 Years of Successfully Partnering with Multinational Firms in Japan EXECUTIVE SEARCH Developing enduring partnerships with our clients to successfully fulfill board, executive and senior specialist search assignments. HUMAN RESOURCE SOLUTIONS Oak Associates provides customized human resources solutions for clients based on local market knowledge and international HR expertise.
Retirement Benefits Rank
Top Benefits
INVESTMENT PARTNERS, LTD
INVESTMENT PARTNERS, LTD
New Philadelphia, Ohio
11-50 employees
Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Investment Partners LTD is a Registered Investment Adviser. Additional advisory services offered by Investment Partners LTD are separate and unrelated to Commonwealth.
Retirement Benefits Rank
Market Laggard
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
Austintown, Ohio
11-50 employees
Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.
Retirement Benefits Rank
Top Benefits
GREAT LAKES AUTO NETWORK,INC.
GREAT LAKES AUTO NETWORK,INC.
Streetsboro, Ohio
11-50 employees
Great Lakes Auto Network is a warehousing company based out of 843 Lake Ave, Ashtabula, Ohio, United States.
Retirement Benefits Rank
Market Laggard
THE CADLE COMPANY INC.
THE CADLE COMPANY INC.
Newton Falls, Ohio
11-50 employees
The Cadle Company II Inc. is a financial services company based out of 100N Center St, Newton Falls, Ohio, United States.
Retirement Benefits Rank
Below Market
YOUNG AND ASSOCIATES, INC.
YOUNG AND ASSOCIATES, INC.
Kent, Ohio
11-50 employees
Financial industry expertise. Proven results. In an increasingly complex and ever-changing regulatory environment, financial institutions need trusted guidance and a results-driven approach. Young & Associates is a leading consulting, outsourcing and educational firm serving banks, credit unions and financial institutions nationwide. As former banking and financial executives with decades of industry experience, our consultants provide an unmatched depth of practical expertise. We are uniquely positioned to help our clients solve complex challenges. We offer a breadth of services to cover all the major areas of banking including regulatory compliance, lending and loan reviews, risk management, strategic planning and more. In all our services, we provide the trusted expertise you need to manage risk, stay compliant and position for growth and profitability. Contact us to speak with one of our consultants.
Retirement Benefits Rank
Market Laggard
THE JENTNER CORPORATION
THE JENTNER CORPORATION
Akron, Ohio
11-50 employees
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.
Retirement Benefits Rank
Market Leading
WENTZ FINANCIAL GROUP, LLC
WENTZ FINANCIAL GROUP, LLC
Hudson, Ohio
11-50 employees
The entire team at Wentz Financial Group believes that the foundation for any financial plan is trust. Whatever the goal, college savings, planning for retirement or near term financial objectives, we strive to provide you and your family with a comprehensive plan to help accomplish your needs. We invite you to see for yourself how Wentz Financial Group is different. We believe in a simple philosophy, treat every customer like they are family and invest every dollar like it is our own. For important disclosure information, please see 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. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Wentz Financial Group 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.
Retirement Benefits Rank
Market Leading
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP
Aurora, Ohio
11-50 employees
Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy
Retirement Benefits Rank
Market Laggard
BEESE FULMER INVESTMENT MANAGEMENT
BEESE FULMER INVESTMENT MANAGEMENT
Canton, Ohio
11-50 employees
We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.
Retirement Benefits Rank
Top Benefits
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PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, Ohio
11-50 employees
Presper Financial Architects is an independent, full-service financial planning firm with locations in Akron and Canton.The team provides retirement planning, wealth management, insurance and estate planning. Clients enjoy regular investment and financial planning reviews.
Retirement Benefits Rank
Market Leading
DEMMING FINANCIAL SERVICES CORPORATION
DEMMING FINANCIAL SERVICES CORPORATION
Aurora, Ohio
11-50 employees
We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest Registered Investment Advisors, we manage over half a billion dollars directly on an independent, third-party platform. Our CFP® practitioners serve a variety of clients from business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, to teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
Retirement Benefits Rank
Market Competitive