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Showing 1 - 12 of 18 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
MWD CONSULTING, INC.
MWD CONSULTING, INC.
Worthington, Ohio
100-499 employees
Webdesign agency for small and middle sized companies from the Norway and the Netherlands.
Retirement Benefits Rank
Below Market
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
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MOSAIC FINANCIAL GROUP
MOSAIC FINANCIAL GROUP
Mount Vernon, Ohio
1-24 employees
We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.
Retirement Benefits Rank
Market Leading
NVEST WEALTH STRATEGIES, INC.
NVEST WEALTH STRATEGIES, INC.
Powell, Ohio
1-24 employees
Investment advisory and management for individuals of personal and retirement accounts; assist clients with retirement independence analysis.
Retirement Benefits Rank
Below Market
SHUTTLEWORTH & COMPANY
SHUTTLEWORTH & COMPANY
Powell, Ohio
1-24 employees
-Researched equity/bond markets, rebalanced 50+ portfolios, analyzed securities forportfolio model, attended client meetings and networking events-Extensively used ThinkOrSwim, Schwab Advisor Center, Black Diamond, Office, CRMsoftware
Retirement Benefits Rank
Market Leading
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
JERICHO FINANCIAL
JERICHO FINANCIAL
Westerville, Ohio
1-24 employees
We are financial professionals who invest in more than just markets.
Retirement Benefits Rank
Below Market
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