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Showing 1 - 12 of 16 results
SUMMIT FINANCIAL STRATEGIES, INC.
SUMMIT FINANCIAL STRATEGIES, INC.
Columbus, Ohio
25-49 employees
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
Retirement Benefits Rank
Market Leading
WHITE OAK PARTNERS, LLC
WHITE OAK PARTNERS, LLC
New Albany, Ohio
25-49 employees
White Oak Partners is an experienced owner-operator specializing in institutional-quality multifamily housing. Based in Columbus, Ohio, White Oak has acquired over 18,500 multifamily units, with a market value of $4.3 billion, since inception under the direction of its leadership team, which averages over 25 years of experience. White Oak builds on the track record of its Founder, Michael J. Menzer, who owned and managed approximately 100,000 multifamily units in 47 states while building his prior multifamily firm, Paramount Financial Group, from 1987-2004. Investment strategies generally target core-plus and value-add multifamily communities in desirable suburban and infill locations of large secondary U.S. metropolitan statistical areas that have resilient economies and magnetic growth potential. Disclaimer: White Oak Partners does not approve or endorse any third party communications posted on their site.
Retirement Benefits Rank
Top Benefits
ASG HOLDINGS, INC.
ASG HOLDINGS, INC.
Westerville, Ohio
All Size Average employees
ASG was originally founded in 1999 by Heinrich Dannhauser in South Africa as a diverse organisation involved in software development, management consulting, property development and more. In 2006, after great success in all the above areas, Heinrich decided to expand into the sports distribution industry. He did this with the establishment of ASG Sport Solutions (www.asgsport.co.za) and securing the exclusive agency for Rudy Project, Pinarello and Sidi in Southern Africa. In 2011 ASG International (www.asgint.com) was established as a strategic partnership between ASG Sport Solutions South Africa and italian bike bag company SCICON (www.sciconbags.com). Based in the north east of Italy (Mussolente, Veneto) ASG International is perfectly placed to conduct business in a wide range of sectors including cycling clothing Ftech (www.ftech.it), brands distribution, retail, events, travel and custom concepts. In 2016, the venture capital group Capitalworks, bought a stake in ASG, allowing the Group to rapidly expand its operations on a global scale. In 2017 ASG International expanded its operations to include specialised sport sponsorship, licensing and marketing services in the form of ASG Sport Management (www.asgsportmanagement.com) based in Montecarlo (Monaco). Later in 2017 ASG North America was formed. Ellsworth (www.ellsworthbikes.com) were introduced to the brand portfolio. ASG North America will assume the role of distribution for SCICON within the Usa.
Retirement Benefits Rank
Market Competitive
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
ASSET STRATEGIES GROUP
ASSET STRATEGIES GROUP
Westerville, Ohio
50-99 employees
The number one differentiator for any organization is the team behind the work. We believe in the abilities of a single, inspired individual. We believe in the power of an interconnected team of retail thinkers and creators to impact brands and bottom lines. We’re a team of streetwise data scientists and imagination makers. Savvy real estate facilitators, strategists, connectors, and big idea designers. But most importantly, we’re collaborators–strategic partners in our clients’ journey toward meaningful retail experiences.
Retirement Benefits Rank
Market Laggard
COLLECTIONS ACQUISITION COMPANY, INC. DBA PAYLIANCE
COLLECTIONS ACQUISITION COMPANY, INC. DBA PAYLIANCE
Columbus, Ohio
50-99 employees
JOIN OUR TEAM WE ARE ALWAYS SEARCHING FOR TOP TALENT We are a local integrated portfolio of payment processing, risk management, and recovery solutions for merchant organizations of all sizes. The payment processing and risk management businesses drive synergistic growth in the check recovery business. The company also works with its sales channel to source specialty debt for collection to enhance its profitability. Whether we are partnering with our clients to configure payment acceptance solutions, helping them to mitigate risk and exposure to fraudulent payments, or employing recovery strategies to recover more of their money than other services offer, one thing is constant - we are providing solutions that get results. Our success is a result of working alongside our clients to identify their problems and resolve them with the right solutions. While each client situation has its unique challenges, our understanding of the industries we serve as well as our access to and knowledge of the tools, means we can quickly identify the issues and configure the most efficient and effective solution. Our solutions don't imply a one-size-fits-all approach. Rather these are the common challenges we regularly face, which prompt us to go about building solutions that meet the needs of our clients.
Retirement Benefits Rank
Market Laggard
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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
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
FLEMING WATSON FINANCIAL ADVISORS, LLC
FLEMING WATSON FINANCIAL ADVISORS, LLC
Marietta, Ohio
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
PEAK RETIREMENT PLANNING, INC.
PEAK RETIREMENT PLANNING, INC.
Columbus, Ohio
1-24 employees
At Peak Retirement Planning, Inc. we specialize in helping those in or near retirement who have been diligent savers by following our 5 Pillar approach. This approach is comprehensive and consists of: Tax Planning - Our goal is to help our clients pay the lowest lifetime tax bill. This is the foundation to planning as taxes could be your biggest expense in retirement. Investment Planning - We help our clients maximize growth and protection by managing their investments. Many of our clients are looking to take less risk at this point in their life so we build investment plans to meet their goals. Income Planning - We help our clients decide when to take social security and structure their investments in a way to provide ongoing income in retirement. Healthcare Planning - We help our clients plan for Medicare and Long Term Care. Estate Planning - We work with an estate planning attourney at our office to ensure our clients have the correct legal documents in place. We help our clients transfer wealth in tax efficient ways to beneficiaries.
Retirement Benefits Rank
Below Market
REBEL FINANCIAL LLC
REBEL FINANCIAL LLC
Groveport, Ohio
1-24 employees
DEDICATED TO YOU. rebel Financial is a Registered Investment Advisor (RIA), an expert that provides financial planning, financial advice, and asset management services to its clients. Offering tiers of services, clients can choose financial planning packages based upon their needs and price range. rebel Financial operates as an independent, fee-only, fiduciary firm that is dedicated in providing value to financial planning. rebel offers its services to the Columbus, Ohio region and also surrounding states. Founded in 2013 by Phil Ratcliff, rebel Financial is designed to serve its clients'​ interests before those of large corporate entities. rebel has worked diligently to reduce bureaucracy, increase efficiency, and limit conflicts of interest. 15% of rebel Financial's profits go to Phil's upcoming non-profit, The rebel Financial Foundation to help fund government scientific and health research.
Retirement Benefits Rank
Below Market
VAN DYNE-CROTTY CO.
VAN DYNE-CROTTY CO.
Columbus, Ohio
50-99 employees
Spirit Services Co has been providing uniform rentals, cleaning supplies, corporate apparel and promotional products since 1934. We also provide mat, towel, absorbent and restroom services, plus corporate apparel, custom apparel and promotional products. Facebook: https://www.facebook.com/getspirit Instagram: https://www.instagram.com/spiritservicesco #KeepTheSpirit
Retirement Benefits Rank
Market Laggard