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Showing 1 - 12 of 17 results
AUGUSTAR LIFE INSURANCE COMPANY FKA THE OHIO NATIONAL LIFE INSURANCE C
AUGUSTAR LIFE INSURANCE COMPANY FKA THE OHIO NATIONAL LIFE INSURANCE C
Cincinnati, Ohio
500+ employees
AuguStar Life, formerly known as Ohio National, brings a new perspective to personal planning with the strength, tools and resources needed to help protect financial futures — for your family and your business. We do this through a diverse lineup of life insurance with a focus on indexed products. AuguStar Life is built on a more than 100-year legacy of service to policyholders. We continue to strengthen our successful ‘Your Business, Your Vision, We’ll Help’ value proposition to support the entrepreneurial spirit of financial professionals. We’re committed to helping financial professionals and their clients plan for the future with market-leading indexed life products and the use of technology to support innovative and effective service initiatives. The Constellation family of companies includes AuguStar Life, AuguStar Retirement, National Security Life and Annuity Company, Ohio National Seguros de Vida S.A. and certain other affiliated (re)insurance entities. Learn more at www.constellationinsurance.com. Insurance products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Registered products distributed by Ohio National Equities, Inc., Member FINRA, One Financial Way, Cincinnati, OH 45242, 513.794.6100. Issuers not licensed to conduct business and products not distributed in NY. Guarantees are based upon the claims-paying ability of the issuer. This is for informational purposes only. AuguStar Life makes no representation as to the completeness or accuracy of information provided at referenced websites and is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs. When you access one of these websites, you assume total responsibility and risk for your use of these websites.
Retirement Benefits Rank
Below Market
LANG FINANCIAL GROUP, INC.
LANG FINANCIAL GROUP, INC.
Cincinnati, Ohio
25-49 employees
Since 1974, Lang Financial Group has provided products, advice, and services for health insurance and 401(k) retirement planning, as well as disability, long-term care, and life insurance. Lang Financial Group provides solutions and services that have made us an integral partner to more than 1,000 companies of all sizes throughout the Midwest, where we deliver insurance benefits to over 50,000 members and their families. The team of experienced, knowledgeable and certified professionals at Lang Financial Group provide assistance with all aspects of employment management administration. We listen, we educate, and we help our clients navigate the ever changing and complex insurance systems unique to their business and employee needs. Learn more about our full suite of services at: www.langgroup.com.
Retirement Benefits Rank
Market Competitive
HAUSER, INC. DBA HAUSER
HAUSER, INC. DBA HAUSER
Cincinnati, Ohio
50-99 employees
Hauser is a full‐service risk management, employee benefits and insurance solutions partner. We provide value‐added support, resources and expertise to clients and prospects with a specialized focus on the needs of private equity firms, their portfolio companies and target acquisitions. Our consultative approach consists of core competencies in insurance and employee benefits due diligence, transactional support, risk management and insurance brokerage. Hauser appreciates the importance of protecting your investments, while maximizing the value of insurance coverage at every level. We have significant experience working with all transaction structures including: - Control buyout - Recapitalizations - Minority investments - Growth equity - Mezzanine debt, and - Special situations such as corporate carve‐out assets and distressed/bankrupt entities In an effort to create value on behalf of a private equity firm and their portfolio companies, Hauser has assembled dedicated, highly experienced teams of insurance and employee benefits professionals that understand the unique complexities and specific demands that can arise during a merger or acquisition transaction. We serve as subject matter experts providing consulting resources throughout every stage of the investment, from due diligence through exit.
Retirement Benefits Rank
Market Leading
FREEMAN HEYNE TOMA LLC
FREEMAN HEYNE TOMA LLC
Blue Ash, Ohio
1-24 employees
FHT Advisors provides an independently managed source of high quality financial advice and services in which long-term, high-trust relationships are valued over all else. FHT Advisors was established under the firm belief that clients deserve and expect a highly personalized experience. Our firm is built around a heavily credentialed team of financial advisors with the experience to deliver a wide-range of customized financial management solutions, including financial planning, investment management, cash flow management, insurance planning and estate planning. As independently managed financial advisors, we answer only to our clients; so we can focus all of our time and attention on gaining a deep understanding of their personal needs and aspirations through individualized planning. We hold our advisory team to the highest educational standards, allowing our clients to feel empowered to make smarter financial decisions with both clarity and confidence. At FHT Advisors, we set out to help our clients and their families realize their ambitions for a good life, both today and in the future. Our success in accomplishing this rests on three main pillars: TRUST It is vital that our clients are comfortable with our advice and know that they can rely on us to help them navigate the constantly changing financial landscape of the market and our economy. COMMITMENT We are continually working to better ourselves, both through industry related education and professional development, enabling us to find better and more impactful solutions for our clients. CARING The relationships we build with our clients are the reason we have been so successful over the years. We strive to know our clients well, as if they were family, which ensures we always act in their best interests. Securities & Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. FHT Advisors LLC and Cetera Advisors LLC are non affiliated companies.
Retirement Benefits Rank
Top Benefits
SKYLIGHT FINANCIAL GROUP II, LLC
SKYLIGHT FINANCIAL GROUP II, LLC
Cincinnati, Ohio
50-99 employees
Who We Are At Skylight Financial Group, our vision for what financial planning should look like is new, exciting and personal. Everything we do is about you. By making it personal, our financial planning process firmly focuses on what matters to you, your family or your business and helps you achieve the life you deserve. Located in Cleveland, and with district offices in Columbus, Cincinnati and Toledo, Skylight Financial Group provides personal financial planning and has a team of specialists that serves the special needs, business and LGBT communities. Commitment to our Community We are committed to making a difference in people’s lives and leaving a positive impact on the communities we serve. Our agency supports various causes, including arts and culture, sports, business, special needs and the LGBT community. Our financial professionals also work to enrich their communities by volunteering at a diverse range of non-profit and charitable organizations.
Retirement Benefits Rank
Below Market
HUNTER CONSULTING COMPANY
HUNTER CONSULTING COMPANY
Cincinnati, Ohio
1-24 employees
Established in 1986 by the company's founder Jack Hunter, Hunter Consulting Company has established itself as one of Ohio's premier Third Party Administrators. Incorporated on the principal of providing superior service, Hunter Consulting has grown to be one of the largest Administrators for Self Insured and Retrospective Rated companies. Our Group Rating Program is the fastest growing program in the State of Ohio offering highly competitive premium discounts while maintaining excellent claims administration services. We have worked very hard at building our reputation based on giving our clients the highest quality and most dependable service in Ohio Workers'​ Compensation. We are equally proud of our Unemployment Services reputation throughout the United States. For more information, contact us.
Retirement Benefits Rank
Market Laggard
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THE ROEHR AGENCY
THE ROEHR AGENCY
Cincinnati, Ohio
25-49 employees
ROEHR is a Cincinnati based, locally owned and operated property and casualty insurance agency. With all the challenges facing organizations and families today, no one has time to become an insurance expert. Here at ROEHR, you have a qualified, experienced team who can analyze your risk management needs, develop and validate strategies, and implement risk transfer mechanisms that align with each client's goals. Our firm specializes in providing custom solutions for every one of our clients. We have cultivated a strong local, national, and international reach thanks to the firm's long standing relationships with the nation's top insurance carriers and risk management service providers.
Retirement Benefits Rank
Market Competitive
OJM GROUP, LLC
OJM GROUP, LLC
Cincinnati, Ohio
1-24 employees
People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes. We encourage you to learn more about us, connect with our firm partners here on LinkedIn, or any of our team. Our Consulting division’s Firm Commitment, along with our Investment Planning division’s client-focused business model, and our Insurance and Benefits Planning team’s experience are unique features very few firms can offer in one place. Read through our professional bios, download our CVs, peruse our books and publications and view our webcasts. We would love the opportunity to chat with you about your unique situation, the background of our team members, and how we help clients like you every day. Offices in Arizona, Florida, New York, and Ohio DISCLOSURE: OJM Group, LLC (OJM) is an SEC registered investment adviser with its principal place of business in the State of Ohio. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Retirement Benefits Rank
Market Competitive
CLAIMLINX, LLC
CLAIMLINX, LLC
Cincinnati, Ohio
1-24 employees
Are you an Individual or Employer who would like to save up to 80% on your health insurance costs? If the answer is Yes - then ClaimLinx can help! ClaimLinx has assisted thousands of individuals and businesses save millions of dollars on their health insurance. It doesn’t have to be the largest expense you have anymore. With ClaimLinx Simple Option Solutions (SOS) Program, we provide consulting services for customized benefit plans. We can also manage the program ourselves, as well as provide you with control over your benefit program. Let our consultants show you how! Please check out our Website to learn more on what we do. www.claimlinx.com
Retirement Benefits Rank
Below Market
THE KELLEY FINANCIAL GROUP, INC.
THE KELLEY FINANCIAL GROUP, INC.
Cincinnati, Ohio
1-24 employees
At The Kelley Financial Group, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the many challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction! Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.thekelleyfinancialgroup.com/
Retirement Benefits Rank
Market Competitive
GRIFFIN FLETCHER & HERNDON LLP
GRIFFIN FLETCHER & HERNDON LLP
Cincinnati, Ohio
1-24 employees
 Prepared and analyzed monthly Financial Statements  Performed month end close  Administered all accounting functions for twenty joint venture companies  Posted journal entries for law firm and joint venture companies  Managed and reconciled several multi-million dollar bank accounts  Managed accounts receivable and accounts payable  Supervised yearly 1099 reporting  Calculated depreciation  Monitored employee expense reports  Implemented a Premium Only Plan, decreasing employee pre-tax income which also decreased employer-paid payroll taxes
Retirement Benefits Rank
Below Market
MARIEMONT INSURANCE, INC. 401(K) PLAN
MARIEMONT INSURANCE, INC. 401(K) PLAN
Cincinnati, Ohio
1-24 employees
Mariemont Insurance Inc is an insurance company based out of 5725 Dragon Way # 200, Cincinnati, Ohio, United States.
Retirement Benefits Rank
Market Laggard