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Showing 1 - 12 of 33 results
SEQUOIA FINANCIAL GROUP, LLC
SEQUOIA FINANCIAL GROUP, LLC
Akron, Ohio
100-499 employees
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Competitive
PINNACLE WEALTH PLANNING SERVICES, INC.
PINNACLE WEALTH PLANNING SERVICES, INC.
Mansfield, Ohio
25-49 employees
Pinnacle’s mission is to provide our client and their families with comprehensive, fee-only wealth management utilizing the highest degree of service, professionalism, honesty and integrity. Pinnacle, acting as a fiduciary, strives to deliver these wealth management programs with the goal of creating significant and positive change in the personal and financial lives of each client. Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Retirement Benefits Rank
Market Laggard
CHLEBINA CAPITAL, LLC
CHLEBINA CAPITAL, LLC
Akron, Ohio
1-24 employees
CHLEBINA CAPITAL, LLC is a company based out of 843 N. CLEVELAND-MASSILLON ROAD, AKRON, Ohio, United States.
Retirement Benefits Rank
Top Benefits
KAULIG CAPITAL, LLC
KAULIG CAPITAL, LLC
Hudson, Ohio
100-499 employees
Kaulig Capital, LLC has been created to ensure that the financial assets and other business interests of Matt Kaulig and his family are managed by professional oversight and experience.  Understanding the complexities and the risks of wealth management, direct real estate investments, accounting/tax issues, law and private equity investments,  Mr. Kaulig started the Firm with along with Mr. Tim Clepper, a seasoned wealth management professional.   Now, Mr. Kaulig and Mr. Clepper, President of Kaulig Capital, LLC as well as several other professionals with legal and tax backgrounds manage the Firm.  Mr. Kaulig and Mr. Clepper are successful entrepreneurs and are leading Kaulig Capital, LLC to be innovators and investors in businesses nationwide.  Kaulig Capital, LLC has over twenty years of professional relationships and partnerships that are critical in investment opportunity generation.  These relationships are also paramount with the assistance of various stages of the due diligence process.   Kaulig Capital, LLC prides itself on having a long-term approach to capital management and utilizes a very specific process in identifying and ultimately investing its assets.   Kaulig Capital, LLC also offers, “Multi-Family Office Services” through its Merchant Bank to those who have relationships with Mr. Kaulig or Mr. Clepper.  Because of a growing number of financially successful entrepreneurs, athletes and entertainers that come into significant resources, as a result of a sale of a business or other transaction, Kaulig Capital, LLC provides it’s infrastructure to those who are invited to become partners.     “We are very proud of the business of, Kaulig Capital, LLC and wish to share it’s vast resources to those who share our same ideals”  - Mr. Matt Kaulig.     We invite you to look further into our company, Kaulig Capital, LLC and approach us at any time. Visit us at www.kauligcapital.com or our Facebook page.
Retirement Benefits Rank
Market Competitive
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
MUTUAL SHAREHOLDER SERVICES LL
MUTUAL SHAREHOLDER SERVICES LL
Broadview Heights, Ohio
25-49 employees
MUTUAL SHAREHOLDER SERVICES is a company based out of 8869 BRECKSVILLE RD, BRECKSVILLE, Ohio, United States.
Retirement Benefits Rank
Market Competitive
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ELSASS FINANCIAL GROUP, INC.
ELSASS FINANCIAL GROUP, INC.
Wadsworth, Ohio
1-24 employees
Most financial firms focus on the products, procedures, and technicalities that make investing difficult to understand and even harder to find success. The all-consuming fixation on performance and the bottom line of the firm means things like your needs, wants, and goals for the future take a back seat.Elsass Financial Group works a little differently.Our first step is to truly understand our clients’ needs and build a comprehensive financial plan designed to meet those needs through investments, savings plans, and an adaptable framework. The plans we design are unbiased, objective, and always in the clients’ best interest. We pride ourselves on being independent advisors that answer only to the client.Our fee-based structure allows the client and financial advisor to work in concert to help achieve goals and dreams. Fee-based means that our compensation is derived from a percentage of assets or a flat rate. We believe it is fairer, more objective, and more transparent than a traditional commission-based relationship.Lastly, our goal is to provide a service that endures multiple generations. At the core of this service is our client-focused service model. We are always striving to exceed our clients’ expectations through continued learning, quality recommendations, and truly caring about them and their families’ needs.
Retirement Benefits Rank
Below Market
BEESE FULMER INVESTMENT MANAGEMENT
BEESE FULMER INVESTMENT MANAGEMENT
Canton, Ohio
1-24 employees
We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their few clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. We won't work with just any investor, so we can concentrate on high net-worth asset clients who appreciate sensible investing. And we can't help our clients fully if we only share select information like their "highlights,"​ so we make sure our investors see a complete and comprehensive view of all their assets.
Retirement Benefits Rank
Market Laggard
GREAT LAKES AUTO NETWORK,INC.
GREAT LAKES AUTO NETWORK,INC.
Streetsboro, Ohio
500+ employees
Great Lakes Auto Network is a warehousing company based out of 843 Lake Ave, Ashtabula, Ohio, United States.
Retirement Benefits Rank
Market Laggard
THE CADLE COMPANY INC.
THE CADLE COMPANY INC.
Newton Falls, Ohio
All Size Average employees
The Cadle Company II Inc. is a financial services company based out of 100N Center St, Newton Falls, Ohio, United States.
Retirement Benefits Rank
Below Market
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP
Aurora, Ohio
1-24 employees
Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy
Retirement Benefits Rank
Below Market
YOUNG AND ASSOCIATES, INC.
YOUNG AND ASSOCIATES, INC.
Kent, Ohio
25-49 employees
Financial industry expertise. Proven results. In an increasingly complex and ever-changing regulatory environment, financial institutions need trusted guidance and a results-driven approach. Young & Associates is a leading consulting, outsourcing and educational firm serving banks, credit unions and financial institutions nationwide. As former banking and financial executives with decades of industry experience, our consultants provide an unmatched depth of practical expertise. We are uniquely positioned to help our clients solve complex challenges. We offer a breadth of services to cover all the major areas of banking including regulatory compliance, lending and loan reviews, risk management, strategic planning and more. In all our services, we provide the trusted expertise you need to manage risk, stay compliant and position for growth and profitability. Contact us to speak with one of our consultants.
Retirement Benefits Rank
Market Laggard