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Showing 1 - 12 of 42 results
HARDING LOEVNER LP
HARDING LOEVNER LP
Bridgewater, New Jersey
100-499 employees
Harding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $58 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Our global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals. Our professional culture is one of transparency, collaboration, accountability and integrity. We are committed to providing all staff with opportunities for career advancement through education, training and personal achievement. Please visit https://www.hardingloevner.com/important-disclosures/
Retirement Benefits Rank
Market Leading
SPC MANAGEMENT CO., INC.
SPC MANAGEMENT CO., INC.
Bedminster, New Jersey
1-24 employees
SPC Group's aspiration for a happier word through bread started in Sangmidang, a small bakery in Ongjin, Hwanghae Province, Korea in 1945. “SPC” stands for “Samlip/Shany”, “Paris Croissant”, and “Companies (including Baskin Robbins Korea and other subsidiaries)”. The letters SPC are also associated with the tagline: "A Superb Company with Passionate and Creative people"​.Our philosophy is "The Best Way to Happiness"​. The phrase represents our pledge to be a world-class company that contributes to the well-being of everyone around. With this guiding philosophy, SPC is solidifying the foundation of our leadership in the global bakery and confectionery market, while caring for the communities where we do business, and creating value for customers by taking the lead in advancing people's health, happiness, and lifestyles. BRANDS> Paris Croissant – Paris Croissant, Paris Baguette, Caffé Pascucci, Jamba Juice, Lagrilla, Queen’s Park, Passion 5, L’Atelier, Lina’s, StrEAT> SPC Samlip – Samlip, Shany, Bizeun, Eggslut> BR Korea – Baskin Robbins, Dunkin’ Donuts> SPL, SPC Capital, SPC Networks, SPC Pack, Mildawon, SPC GFS, SPC CloudFor more information, please visit: http://www.spc.co.kr/spc/eng/main.spcFacebook:https://ko-kr.facebook.com/happySPC/https://m.facebook.com/happySPCInstagram:https://www.instagram.com/spc_group/
Retirement Benefits Rank
Below Market
THE MARSHALL FINANCIAL GROUP, INC.
THE MARSHALL FINANCIAL GROUP, INC.
Doylestown, Pennsylvania
All Size Average employees
Marshall Financial Group is in the business of helping you achieve financial wellbeing, opening the door to a happier, healthier, more productive life. We’ve built Marshall Financial Group to be a home for helping you strive toward your ideal future. We provide a welcoming, non-judgmental environment where you can feel comfortable asking questions, exploring options, and planning for what is most important to you. We meet you where you are, regardless of your level of financial knowledge. We listen, learn about your family’s hopes and dreams, and we create plans to mitigate risk, create opportunities, and build long-term paths to achievement. Through decades of working with entrepreneurs, businesses, and families through multiple generations, we’ve developed a holistic “life planning” approach with the goal of helping you and your family strive to acheive peace of mind. Our wealth management team can provide the support and resources you need to work toward you financial goals. You can utilize our reports and client portal to stay informed and connected. No matter what life brings, your Marshall Financial Group team will be with you—to provide steady, dependable advice you can count on, today and well into the future.
Retirement Benefits Rank
Below Market
ROCKWOOD WEALTH MANAGEMENT
ROCKWOOD WEALTH MANAGEMENT
New Hope, Pennsylvania
25-49 employees
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy. You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek. As Fee-Only, Independent Financial Planners, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client's best interests. Rockwood Wealth Management is located in New Hope, Pennsylvania.
Retirement Benefits Rank
Market Competitive
VALLEY NATIONAL GROUP, INC.
VALLEY NATIONAL GROUP, INC.
Bethlehem, Pennsylvania
25-49 employees
Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients’ goals and objectives. We carry out our mission with the utmost care, offering clients a comprehensive suite of financial planning services. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We pass the test of time by keeping the relationship with our clients personal and consistent. Our advisors are backed by many years of experience and a commitment to ongoing professional development. Valley National has a focus on the services that are the foundation for financial success in today’s world. A skillful team of professionals, combined with access to the best industry technology available, allows clients to effectively manage their existing assets, implement tax-saving strategies, and plan for the eventual transfer of their wealth. Valley National’s financial advisors look forward to using their tools and resources to support you on a relationship that is built on mutual respect and understanding.
Retirement Benefits Rank
Market Leading
DUPHINEY FINANCIAL NETWORK
DUPHINEY FINANCIAL NETWORK
Denville, New Jersey
1-24 employees
DUPHINEY FINANCIAL NETWORK is a financial services company based out of 400 MORRIS AVE SUITE 227, DENVILLE, New Jersey, United States.
Retirement Benefits Rank
Top Benefits
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BLACK CORAL FINANCIAL ADVISORS, LLC
BLACK CORAL FINANCIAL ADVISORS, LLC
Mount Olive, New Jersey
1-24 employees
Summer internship candidate as Financial Analyst trainee. Responsibilities included: tax, investment, estate, insurance and retirement planning support to Black Coral’s president.
Retirement Benefits Rank
Market Leading
KEYSTONE FINANCIAL MANAGEMENT, LTD
KEYSTONE FINANCIAL MANAGEMENT, LTD
Nazareth, Pennsylvania
25-49 employees
Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/
Retirement Benefits Rank
Below Market
MENDHAM CAPITAL MANAGEMENT
MENDHAM CAPITAL MANAGEMENT
Basking Ridge, New Jersey
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
Top Benefits
NORTHEAST FINANCIAL GROUP, INC.
NORTHEAST FINANCIAL GROUP, INC.
Tannersville, Pennsylvania
1-24 employees
Provide comprehensive investment and compliance consulting services to corporate and individual clients through a fee based Registered Investment Advisor platform. Maintain Series 65 License Certified Fund Specialist
Retirement Benefits Rank
Market Competitive
KEMP HARVEST FINANCIAL GROUP
KEMP HARVEST FINANCIAL GROUP
Harleysville, Pennsylvania
1-24 employees
Kemp Harvest Financial Group® is an independent retirement services firm. Since 1989 we have specialized in helping our clients prepare for retirement, assisting them through the retirement process and into their post-retirement years. Each of our clients has a life after retirement and we want that life to be one of financial confidence; which is why we believe in providing personal, professional, and prudent financial planning to each client. We are committed to gaining our clients’ trust through clear discussion, listening to needs and wants, and providing honest expectations. Our ability to integrate our services helps our clients pursue their financial goals, allowing us to build long-lasting relationships. Securities offered through LPL Financial. 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. The financial professionals associated with Kemp Harvest Financial Group may only 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
KOHLHEPP INVESTMENT ADVISORS, LTD.
KOHLHEPP INVESTMENT ADVISORS, LTD.
Doylestown, Pennsylvania
1-24 employees
At Kohlhepp Investment Advisors, we do comprehensive financial planning that will lead you to success as you travel along the path to fulfilling your financial dreams. Established in 1998, we are a fee-based RIA registered with the SEC. DREAM. PLAN. SUCCEED. www.KohlheppAdvisors.com
Retirement Benefits Rank
Market Leading
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