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Showing 1 - 11 of 11 results
AXIOS ADVISORY GROUP, LLC
AXIOS ADVISORY GROUP, LLC
Wexford, Pennsylvania
500+ employees
APB Retirement delivers focused, turn-key retirement plan solutions and plan administration services for employers of all sizes. We believe that all employers and their employees should have the same or better retirement plan options as those that are typically available to only larger employers. ​ All of our plans are open-architecture in investment offering, meaning that your advisor has maximum flexibility in designing your retirement plan investment line up. APB utilizes leading technology to create effective plan sponsor, plan participant, and plan advisor experiences. Cornerstones of our products and services are: * True open-architecture investment offerings of over 28,000 mutual funds and ETFs. * Revenue sharing neutrality. All revenue sharing is available to offset plan expenses or allocation to participants.* * Our fee structure competes with or beats virtually any other quality provider of retirement plan services. * We work with any plan size including start-up plans. * Unparalleled service delivered by direct access to a dedicated service team. Service the way it should be.
Retirement Benefits Rank
Below Market
GIBSON CAPITAL, LLC
GIBSON CAPITAL, LLC
Wexford, Pennsylvania
1-24 employees
Registered Investment Adviser. Asset Allocation Pioneers.
Retirement Benefits Rank
Top Benefits
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
ASSOCIATED SCHOOL EMPLOYEE CREDIT UNION
Austintown, Ohio
1-24 employees
Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.
Retirement Benefits Rank
Top Benefits
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
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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
DEMMING FINANCIAL SERVICES CORPORATION
DEMMING FINANCIAL SERVICES CORPORATION
Aurora, Ohio
1-24 employees
We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest Registered Investment Advisors, we manage over half a billion dollars directly on an independent, third-party platform. Our CFP® practitioners serve a variety of clients from business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, to teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
Retirement Benefits Rank
Top Benefits
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.
Monaca, Pennsylvania
1-24 employees
Fortune Financial Services, Inc. is a premier independent broker dealer located in the historic town of New Brighton, Pennsylvania. For nearly two decades we have been providing financial solutions for our advisors and their clients offering a full compliment of mutual funds, annuities, and other insurance products. Our goal is to treat our representatives and their clients in a way that is mutually respectful, honest, and friendly. Through the years this commitment has allowed Fortune to build strong relationships with our financial representatives. Our representatives know they can count on us to provide them the tools necessary to help them build their business. We also understand that just about every broker dealer offers many of the same products. But what makes Fortune Financial Services stand out is that we still do business the ‘Old Fashion Way.” That is, we have to earn the trust of our representatives every day.
Retirement Benefits Rank
Market Laggard
BRAKEY ENERGY INC
BRAKEY ENERGY INC
Chagrin Falls, Ohio
1-24 employees
Brakey Energy is your full-service energy management partner, with in-depth expertise on Ohio’s energy rates and regulations. We can help you lower your energy bills, adjust your energy usage, improve energy efficiency, avoid paying hidden fees, and increase your profitability.
Retirement Benefits Rank
Top Benefits
THREE CORD TRUE WEALTH MANAGEMENT, LLC.
THREE CORD TRUE WEALTH MANAGEMENT, LLC.
Beaver, Pennsylvania
1-24 employees
Three Cord True Wealth Management specializes in comprehensive wealth planning to help individuals pursue focused goals to provide a range of investments and income to meet their needs. Our advisors provide a personal service, understanding each client’s needs and personality to pursue the results best tailored for them. Our services include the following: Comprehensive financial planning* Investments; Tax planning and compliance; Retirement planning; Estate planning strategies; Business succession planning; Employment benefits planning; and Group benefits (including qualified retirement plans) • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org • 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 Three Cord True Wealth Management is registered to do business, please visit https://www.3ctruewealth.com/. Three Cord True Wealth Management is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible losses of capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
Retirement Benefits Rank
Market Competitive