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Showing 1 - 7 of 7 results
MCKINLEY CARTER WEALTH SERVICES
MCKINLEY CARTER WEALTH SERVICES
Wheeling, West Virginia
50-99 employees
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. The firm operates out of seven regional offices: Wheeling, Charleston, and Parkersburg (W.Va.); Pittsburgh and Johnstown (PA); Gaithersburg, MD; and Dayton, OH.
Retirement Benefits Rank
Top Benefits
INVESTMENT PARTNERS, LTD
INVESTMENT PARTNERS, LTD
New Philadelphia, Ohio
1-24 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
COMMONWEALTH FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL SERVICES, LLC
Wheeling, West Virginia
1-24 employees
Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies through innovative planning to fit our clients'​ goals, lifestyles, and budgets. After taking into account your specific goals, we develop a customized financial strategy and plan. This plan is designed with the objective to help advance your investments when opportunities are found and strives to preserve these investments when the environment requires caution. We believe our clients have "confidence because of the plan,"​ and that is exactly what we strive to offer each and every client we serve. Advisory Services offered through Commonwealth Financial Services. Please see our website at www.cfswv.com for additional information and disclosure. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. www.sipc.org Branch Locations: 585 College Parkway Parkersburg, WV 26104 21 Warden Run Road, Suite 201 Wheeling, WV 26003 507 Richland Ave, Suite 203C Athens, OH 45701 166 S Main Street Woodsfield, OH 43793 512 3rd Street Marietta, OH 45750
Retirement Benefits Rank
Top Benefits
DSF WEALTH MANAGEMENT GROUP LLC
DSF WEALTH MANAGEMENT GROUP LLC
Bridgeville, Pennsylvania
1-24 employees
Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. DSF Wealth Management Group, LLC is not a subsidiary of nor controlled by Cetera.
Retirement Benefits Rank
Market Competitive
ABSOLUTE CAPITAL MANAGEMENT, LLC
ABSOLUTE CAPITAL MANAGEMENT, LLC
Pittsburgh, Pennsylvania
1-24 employees
Professionalism. Trust. Competence. Founded in 2002, Absolute Capital Management partners with financial representatives (RIAs and Independent Broker Dealers) to steward client assets based on each unique client’s needs and circumstances. Our money management services deliver strategies that complement the financial professional’s practice with active solutions for all market conditions. We can manage individual 401(k), 403(b) and 457s. No rollover. No new account. And while the client is still working. Absolute Capital can manage individual participants’ pre-rollover 401(k), 403(b), 401(a) and 457 accounts while they are still employed and before they have a break in service. Absolute Capital also manages IRAs, non-qualified accounts and variable annuity accounts for investors nationwide. We bring value to our partnership with financial professionals. We collaborate to identify opportunities. We take care of all the paperwork. We know your business. We value being a great partner with financial professionals and their clients. This spirit of partnership sets us apart in the industry and can provide financial professionals and their clients with integrated, collaborative solutions. Let’s see how we can help. To learn more on how Absolute Capital Management can help your practice, book a call with our firm at abscap.com.
Retirement Benefits Rank
Market Laggard
THE MUSUNEGGI FINANCIAL GROUP, LLC
THE MUSUNEGGI FINANCIAL GROUP, LLC
Pittsburgh, Pennsylvania
1-24 employees
"At The Musuneggi Financial Group, we’re family. Our clients and their families are our business, and our business is to treat them like family.” - Mary Grace Musuneggi, CEO The Musuneggi Financial Group is an independent, family-owned financial consulting firm headquartered in Southpointe, Washington County. For over forty years we have helped individuals, families, and businesses identify and realize their financial goals. Because our founder was one of the first female financial planners in the region, we also have a focus on helping women, especially women facing life transitions, navigate financial issues. Securities offered through Grove Point Investments, LLC member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. The Musuneggi Financial Group is not affiliated with Grove Point Financial, LLC or its subsidiaries.
Retirement Benefits Rank
Market Competitive
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STEIN WEALTH ADVISORS, LLC
STEIN WEALTH ADVISORS, LLC
Canonsburg, Pennsylvania
1-24 employees
Joined Stein Wealth Advisors in 2008 and brings a “wealth” of experience in organizational leadership. Develops finely orchestrated operational procedures to ensure productivity at Stein Wealth Advisors. Responsible for implementing marketing and public relations strategies necessary for maintaining our respected image.
Retirement Benefits Rank
Below Market