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Showing 1 - 12 of 86 results
OSAGE PARTNERS LLC
OSAGE PARTNERS LLC
Bala Cynwyd, Pennsylvania
1-24 employees
Osage Venture Partners (OVP) invests in early stage, business-to-business (B2B) software companies. Its current focus is within the Future or Work and Future of Education spaces. With over $250M under management, OVP seeks to invest in determined, creative entrepreneurs and to provide them with the assistance required to build high growth businesses.
Retirement Benefits Rank
Top Benefits
MAIN STREET FINANCIAL SOLUTIONS, LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
Newtown, Pennsylvania
25-49 employees
Main Street Financial Solutions, LLC provides knowledgeable, customized financial planning and investment advisory services. Our practice is based on integrity, trust and financial planning expertise. We have the knowledge to provide financial planning and wealth management services to individuals, families and small businesses. To insure that our client’s best interests come first, we are fee-only which allows us to be completely objective in our recommendations. Each one of our advisors has passed the Certified Financial Planning Board's education curriculum. To ensure you have the most up to date financial planning tools and knowledge to protect your investments, we are constantly learning and continuing our education. At Main Street Financial Solutions we focus on long-term relationships and want you to feel like you are part of our family as we work together to help achieve your financial and personal goals.
Retirement Benefits Rank
Market Competitive
MASSO TORRENCE WEALTH MANAGEMENT, INC.
MASSO TORRENCE WEALTH MANAGEMENT, INC.
Marlton, New Jersey
1-24 employees
Masso - Torrence Wealth Management | 401K Plan Consulting is a boutique, independent firm focusing on corporate retirement plans and comprehensive financial planning for physicians, attorneys, and small business owners. For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, NJ, NY, PA, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Masso Torrence Wealth Management Inc. (“Masso Torrence”) is a Registered Investment Advisor. Please visit our Website https://www.massotorrence.com for important disclosures. Masso - Torrence Wealth Management | 401K Plan Consulting, 270 N. Elmwood Road, Suite H-160, Marlton, NJ 08053. T: 800.989.8699 | 856.988.6664
Retirement Benefits Rank
Market Leading
DIVERSIFIED FINANCIAL CONSULTANTS LLC
DIVERSIFIED FINANCIAL CONSULTANTS LLC
Wilmington, Delaware
25-49 employees
We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources. Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. www.finra.org www.sipc.org
Retirement Benefits Rank
Top Benefits
CYPRESS CAPITAL MANAGEMENT, LLC
CYPRESS CAPITAL MANAGEMENT, LLC
Wilmington, Delaware
1-24 employees
● Established sales and marketing department. ● Created all marketing and presentation material. ● Managed compliance processes to ensure firm in line with regulatory requirements. ● Developed marketing plans to meet firm revenue and profit goals. ● Built a pipeline of $120 million in six months, closing $35 million in new business. ● Strengthened relationship between parent company and firm by acting as a liaison to integrate culture, systems, and operations.
Retirement Benefits Rank
Top Benefits
MITCHELL SINKLER & STARR, INC.
MITCHELL SINKLER & STARR, INC.
Philadelphia, Pennsylvania
1-24 employees
Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad. As Registered Investment Advisors, our sole goal is to serve our clients’ interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build. The Firm’s services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support. Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing. This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client’s preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client’s values. Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients’ principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.
Retirement Benefits Rank
Market Leading
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INDEPENDENCE ADVISORY GROUP, LLC
INDEPENDENCE ADVISORY GROUP, LLC
Chadds Ford, Pennsylvania
1-24 employees
At Independence Wealth Services, we tend to work with busy people. They might be business owners, corporate executives, or legal and medical professionals. But they’ve all worked hard, to get to where they are now. Our clients have accumulated assets, but they don’t want to spend their valuable free time worrying about them. That’s where we come in. We help our clients, whether fully retired or hard at work, make the most of the time and financial resources they have now, and offer guidance and expertise to help them keep those assets in the future. People at the top of their game need coaches. You see this in athletics and performing arts. Olympians rely on coaches to reach their best potential…you deserve one too! Clients with whom we work with best understand the importance of personal coaching, where a significant amount of time is spent listening to clients and getting to know clients, before any strategy or detailed work starts. Clients come to us for not only our technical expertise, but for our care and skill at proactively leading them forward in a world of information overload and uncertainty. This communication strictly intended for individuals residing in the states of CO, CT, DE, FL, MD, NC, NJ, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA (www.finra.org), SIPC (www.sipc.org), a Registered Investment Adviser, Independence Wealth Services, 260 Kennett Pike, Chadds Ford, PA 19317, 302-763-1180.
Retirement Benefits Rank
Market Leading
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Blue Bell, Pennsylvania
1-24 employees
Our firm is a fee-only investment advisory and financial planning firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results.
Retirement Benefits Rank
Top Benefits
EXECUTIVE FINANCIAL GROUP, INC.
EXECUTIVE FINANCIAL GROUP, INC.
Cherry Hill, New Jersey
1-24 employees
Processed mortgage home loans Ran Credit Checks Calculated DTI ratios Verified employment Submitted loan packages to Lenders
Retirement Benefits Rank
Top Benefits
WEINGARTEN ASSOCIATES, L.L.C.
WEINGARTEN ASSOCIATES, L.L.C.
Lawrenceville, New Jersey
1-24 employees
Our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, investment management, and tax advice. Clients of Weingarten Associates include individuals, families and small business owners seeking a comprehensive financial management service to meet life's financial challenges. You will find our methods of carrying out this mission to be quite different from that of other financial advisory firms. Whereas most firms will construct a financial plan for you, their primary purpose in doing so is to capture and manage your investment assets. At Weingarten Associates, we recognize that real financial planning requires us to play a financial management role that goes beyond your investment portfolio. The financial plan is just the beginning of an advisory process that continues to address all of your financial needs as they arise over the course of your lifetime. Weingarten Associates acts as your personal financial manager, measuring success by your ability to achieve your financial goals. While we certainly strive to provide our clients with a positive investment experience, what most clients are concerned about is a substantial return on life!
Retirement Benefits Rank
Market Leading
MCLAUGHLIN ASSET MANAGEMENT, INC.
MCLAUGHLIN ASSET MANAGEMENT, INC.
Haddonfield, New Jersey
1-24 employees
McLaughlin Private Wealth is a boutique financial advisory firm providing comprehensive wealth management and advanced planning advice to clients for whom we can make a significant impact in their lives. Our process puts our client’s financial success at the heart of every action, planning for tomorrow while having the confidence to live for today and enjoy their wealth. The firm works in a fiduciary capacity with accomplished clientele including multi-generational families, professionals planning for retirement, women in transition through divorce or widowhood, and entrepreneurs preparing for a liquidity event. Their financial, investment management and estate planning services are grounded in deep discovery and incorporate thoughtful, consultative, and transparent strategies that address the client’s most complicated and unique needs and objectives while fostering trust and building long-term and meaningful relationships. The firm’s high-touch and team-oriented approach serves select clients and often the adult “children” of their clients in key areas of financial decision-making helping them preserve, safeguard and transfer wealth, take care of and protect their heirs, actively manage risk, mitigate taxes, and establish a plan of charitable giving. For more information on McLaughlin Private Wealth, visit www.mclaughlinpw.com or call 856-216-8444. Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Competitive
REDWOOD WEALTH MANAGEMENT GROUP, LLC
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Moorestown, New Jersey
1-24 employees
Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. We serve as our clients’ advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.
Retirement Benefits Rank
Below Market
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