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Showing 1 - 12 of 28 results
AMI BENEFIT PLAN ADMINISTRATORS, INC.
AMI BENEFIT PLAN ADMINISTRATORS, INC.
Youngstown, Ohio
500+ employees
AMI Benefit Plan Administrators, Inc. specializes in Fiduciary Plan Administration services as well as providing Fiduciary and record keeping services to retirement plans, including 401(k), profit sharing, money purchase, employee stock ownership, defined benefit, 403(b), prevailing wage, safe harbor, and cross-tested plans.
Retirement Benefits Rank
Market Laggard
FIRST CATHOLIC SLOVAK LADIES ASSOCIATION
FIRST CATHOLIC SLOVAK LADIES ASSOCIATION
Beachwood, Ohio
25-49 employees
The First Catholic Slovak Ladies Association (FCSLA) is a fraternal benefit society founded in 1892 in Cleveland, Ohio. Today, FCSLA has grown to over 430 branches in 47 states in the U.S., representing over 85,000 members and their families. Membership is open to U.S. citizens who are Catholic of Slavic descent and their families. As a not-for-profit financial services company, FCSLA's competitive product offerings are designed to provide financial security, retirement solutions and benefits to its members nationwide through its complete line of permanent and term life insurance and annuity products. As a charitable organization, FCSLA and its members support many charitable causes in the communities served through volunteerism and financial donations. FCSLA is rated A- “Excellent” from A.M. Best Company, a leading insurance rating company.* *Effective 6/3/2010. For the latest rating, access www.ambest.com
Retirement Benefits Rank
Market Leading
PLANNED FINANCIAL SERVICES, LLC
PLANNED FINANCIAL SERVICES, LLC
Brecksville, Ohio
1-24 employees
Return on Life Wealth Partners is a wealth management advisory firm that uses a personal approach to discover clients’ definitions of happiness and fulfillment. By understanding their hearts, we strive to help clients stay on track with prudent advice. Our recommendations go beyond numbers on an Excel spreadsheet or rates of return to help clients accomplish life goals and pursue lives well lived. Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org. Investment advice offered through Planned Financial Services, a registered investment advisor and separate entity from LPL Financial. The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Copyright © 2023 Planned Financial Services. All Rights Reserved.
Retirement Benefits Rank
Top Benefits
AGENTS CHOICE INSURANCE AGENCY
AGENTS CHOICE INSURANCE AGENCY
Cleveland, Ohio
25-49 employees
Agents Choice is a national, independent insurance agency that specializes in helping captive insurance agents manage difficult-to-place risks. We are a trusted source for special risk vehicle insurance because we honor the relationship between insurance agents and their customers. "Your Most Trusted Source for Non-standard Insurance"​
Retirement Benefits Rank
Below Market
GEM-YOUNG INSURANCE & FINANCIAL SERVICES, INC.
GEM-YOUNG INSURANCE & FINANCIAL SERVICES, INC.
Canfield, Ohio
1-24 employees
Gem-Young Insurance & Wealth Advisors is a local, family-owned independent insurance and financial planning agency serving clients throughout Ohio and beyond. One of our major strengths is a client-centered team approach that recognizes that our reputation is based upon the success and satisfaction of our clientele. That’s why we make you our top priority, not the insurance company. We believe clients want professional advice at a fair value and we deliver that by leveraging our reputation of professionalism, integrity, teamwork, and a “get it done right the first time” attitude. We believe in making a difference in our client’s lives.
Retirement Benefits Rank
Below Market
ENTERPRISE GROUP PLANNING, INC.
ENTERPRISE GROUP PLANNING, INC.
Cleveland, Ohio
25-49 employees
Assisted with primary insurance software conversion and report writing Responsible for the daily deposit of premium accounting Reconciled monthly premium accounts
Retirement Benefits Rank
Market Laggard
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TITLE PROFESSIONALS GROUP, LTD.
TITLE PROFESSIONALS GROUP, LTD.
Canfield, Ohio
25-49 employees
We are the premier provider of title and escrow services, specializing in real estate transfers of residential, vacant land, and commerical properties. We have been servicing Lake, Geauga, Cuyahoga, Ashtabula, and all of the surrounding counties for over 85 years!
Retirement Benefits Rank
Below Market
REINHARDTS AGENCY, INC.
REINHARDTS AGENCY, INC.
Hermitage, Pennsylvania
25-49 employees
Welcome to the Reinhardt's Agency site. Reinhardt's is an independent, full service insurance agency, staffed with personnel drawn from a variety of risk management disciplines. Reinhardt's specializes in providing our clients with a wide range of services, including home, auto, life, and commercial insurance. Reinhardt's Agency is managed by Ryan Tyson, President, a third generation owner carrying on the heritage of the family business. Since its inception in 1904, Reinhardt's remains focused on their roots. Although technology continues to evolve and change in all business, the goal at Reinhardt's continues to focus on one client, one policy at a time. At our home office in Hermitage PA, our licensed staff is eager to serve our clients. As an independent agency, Reinhardt's represents various Personal and Commercial Insurance Markets. Our key partners such as Erie Insurance Co., Selective Insurance Co, Travelers and Encompass Insurance Co., help us provide our customers with the best products, price and coverage in the industry.
Retirement Benefits Rank
Below Market
OHIO HEALTH BENEFITS
OHIO HEALTH BENEFITS
Tallmadge, Ohio
25-49 employees
Ohio Health Benefits, LLC., was formed by Steve Clark and Dave Auble in 2004 with a desire and commitment to providing clients with the latest information on personal health insurance and Medicare products in order to assist them in finding the most suitable plan to meet their individualized needs. Our Mission is to make buying health insurance an easy, painless process, and to continue to provide exceptional customer service for each client long after a plan has been processed. We measure our success by the quality of the relationships we build with our clients. To that end, we claim the following as our Core Values and vow that we will: - Offer the best products and services. - Provide outstanding service and support for the products we sell. - Always be easy to do business with. - Follow through on our commitments. - Anticipate our customer’s needs. - Keep up with the ever-changing health insurance and Medicare markets.
Retirement Benefits Rank
Market Competitive
BERSON-SOKOL AGENCY, INC.
BERSON-SOKOL AGENCY, INC.
Beachwood, Ohio
1-24 employees
The Berson-Sokol Agency is a full service insurance brokerage agency that, since 1973, has been dedicated to two kinds of excellence: the service we give our agents and the products we make available to their clients. This may seem fundamental, but we have found this streamlined, highly focused approach to be a winning formula, year after year, for all concerned. Our agents value our responsive follow-through, as well as the attractive insurance products they can offer the individuals, families and companies with whom they work. Of course, "keeping it simple" doesn't mean we haven't changed during these past 44 years. Actually, our agency has made dramatic advances to maintain service and product excellence. We continue to invest in state-of-the-art technology to bolster our agents's sales and marketing capabilities, to make the issuance of each policy quicker and more efficient, and to speed information delivery . As the insurance business has grown more competitive and complex, we continually add products to help our agents stay in the forefront of the industry. All of this is aimed at having Berson-Sokol be the central resource for our agents- a goal that pushes you and us toward our fullest potential. That is why we, at Berson-Sokol, say with confidence, "our business is helping yours!".
Retirement Benefits Rank
Market Laggard
INSURANCE SPECIALISTS GROUP, INC. AND
INSURANCE SPECIALISTS GROUP, INC. AND
Chardon, Ohio
1-24 employees
Love Insurance provides our clients with consulting, strategies, and solutions for employee benefit management. We work one-on-one with our clients to help them devise strategies for designing and implementing custom health benefit programs that meet their organizational objectives for recruiting, retaining, and rewarding employees. In the ever-changing and often confusing world of benefits administration, our team is committed to helping clients choose solutions that make sense, get results, and maximize employee satisfaction. Our services include: Employee Benefits Plan Design & Analysis Employee Benefits Administration Solutions Employee Health & Wellness Program Development Underwriting & Health care Risk Management Compliance Maintenance Employee Benefit Plan Communication Our array of expertise, coupled with our intimate approach to strategic benefits, will help your company: Maximize employee benefits and flexibility to support their corporate/organization's strategy Manage costs and risk Improve communication and perception of benefits to employees Proactively address important issues, i.e. employee health and wellness, compliance, etc. Enhance employee recruitment, increase employee retention and satisfaction Let us be your trusted partner and extension of your HR Department. When you are ready to step up to better employee benefits and service, we will be there to guide you through.
Retirement Benefits Rank
Below Market
PEAK WEALTH SOLUTIONS INC
PEAK WEALTH SOLUTIONS INC
Cleveland, Ohio
1-24 employees
Peak Wealth Solutions is focused on providing investment strategies that will enable our clients to pursue their stated financial and retirement goals. We create strategies that will assist our clients accumulate wealth over the years through sound tax and investment guidance then transition to efficient income allocation/distribution throughout retirement. We strive to be our clients trusted wealth advisors and position them to successfully pursue their Peak Wealth Lifestyle™. For corporate and non-profit clients we provide retirement plan consulting services focused on reducing fiduciary liability and improving participant outcomes. Our primary objective is to prepare participants for retirement and ensure their plans are on track to replace 80% of their income throughout retirement. J.R. Hill & Associates, Inc. is a SEC Registered Investment Advisory firm DBA Hill Financial Group, Peak Wealth Solutions and Hill & Associates. Securities, when offered, are through American Portfolios Financial Services, Inc. (APFS) member FINRA/SIPC. J.R. Hill & Associates, Inc. is a separate entity from APFS. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Retirement Benefits Rank
Market Leading