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Showing 1 - 7 of 7 results
THE AGNEW COMPANY
THE AGNEW COMPANY
Vancouver, Washington
1-24 employees
- Maintained accounting records for eight active companies, and thirteen pass-through and trust entities.- Oversaw accounts payable processes, including invoice entry and bi-monthly check runs.- Verified and recorded accounts receivable deposits.- Transitioned accounts payable and accounts receivable systems to digital processes.- Enhanced financial controls by streamlining the invoice approval process.- Contributed to payroll operations.- Generated weekly Financial Position reports for all entities.- Executed month-end procedures for multiple entities.- Created training handbook, and provided training to a new employee.
Retirement Benefits Rank
Market Leading
DARRELD HUTCHINS, CFP WEALTH MANAGEMENT, INC.
DARRELD HUTCHINS, CFP WEALTH MANAGEMENT, INC.
Vancouver, Washington
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Leading
JETT WEALTH STRATEGIES, INC.
JETT WEALTH STRATEGIES, INC.
Vancouver, Washington
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Leading
PINNACLE WEALTH ADVISORS
PINNACLE WEALTH ADVISORS
Clackamas, Oregon
1-24 employees
We are a Portland-based boutique firm fiercely dedicated to improving the lives of people. We're evolving the industry by challenging the status quo. Be smarter. ThinkPinnacle.com
Retirement Benefits Rank
Below Market
ROOT EXECUTIVES, LLC
ROOT EXECUTIVES, LLC
Clackamas, Oregon
1-24 employees
The lending business is continuously changing. As we enter the next era of lending in our country, we feel it's our responsibility to provide the tools and education required for continued success in today’s financial environment. At Root Mortgage we love working with people. We have an expert team of individuals with the ultimate goal of serving our clients. We will work hard for you, your family, and your situation. That’s why we serve our clients by giving them the same advice we’d give to our family and friends. Root Mortgage is a DBA of Root Executives, LLC | NMLS 1830982 | Equal Housing Opportunity
Retirement Benefits Rank
Below Market
HAWES GROUP, INC.
HAWES GROUP, INC.
Vancouver, Washington
1-24 employees
The Hawes Group serves its clients and the community through its family of companies including Professional Credit, Ensource, and KG Hawes LLC. Through our family of companies, we offer a range of services including Collections and Accounts Receivables Purchasing, Pre-collect and Business Services. Hawes Group provides a number of additional services for businesses including management, technology, finance, and marketing. With decades of experience, Hawes Group excels in giving companies the tools they need to expand and better help their customers. The Mission of Hawes Group is to provide a platform for positive change in this world that leads to improved processes and superior financial results for our partner businesses and clients. Hawes Group has regional offices located throughout the United States.
Retirement Benefits Rank
Market Laggard
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LEON DORICH LLC
LEON DORICH LLC
The Dalles, Oregon
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Market Leading