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Showing 1 - 12 of 48 results
PA RETIREMENT SOLUTIONS, INC.
PA RETIREMENT SOLUTIONS, INC.
Harrisburg, Pennsylvania
25-49 employees
We are a Third Party Administrator (TPA) located in Harrisburg, PA. We administer all defined contribution retirement plans for businesses of all types and sizes. Our primary focus is to provide our clients with excellent customer service and to assist them with understanding the complex and ever-changing laws surrounding their retirement plan.
Retirement Benefits Rank
Top Benefits
COBRO VENTURES, INC
COBRO VENTURES, INC
Towson, Maryland
1-24 employees
We are a private investment firm focused on software and biotech. Our team has a 20 year track record of building successful businesses as founders, operators, and investors with both private and public exits. We provide resources, venture capital, and expertise to create significant value during critical phases of innovation.
Retirement Benefits Rank
Top Benefits
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
Columbia, Maryland
1-24 employees
When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management firm. Since 1994 we’ve been providing individuals, families, and businesses across all of Howard County, Maryland, and beyond with holistic, personalized financial guidance and tax-efficient portfolio oversight; allowing them to spend less time managing their wealth and more time enjoying a fulfilling life. **** 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. Advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Williams Asset Management 8850 Columbia 100 Parkway Suite 204 Columbia, MD 21045 Phone: (410) 740-0220 Email: [email protected]
Retirement Benefits Rank
Market Competitive
FUSCO FINANCIAL ASSOCIATES INC.
FUSCO FINANCIAL ASSOCIATES INC.
Towson, Maryland
1-24 employees
Since 1986, we have been committed to serving clients with a high level of personal service and a disciplined approach to managing and preserving wealth. We have established a reputation for excellence by offering carefully considered financial guidance to individuals, business owners, professionals, organizations and corporate retirement plans throughout Baltimore and beyond. Fusco Financial Associates is a comprehensive financial services practice committed to helping you improve your long-term financial success. Our customized strategies are designed to seek growth and conservation of your wealth by delivering an unprecedented level of personalized service. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence. One thing all our clients share is our ongoing commitment to serving them with a hands-on approach and high level of financial expertise. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Fusco Financial Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Social Media Disclosure - http://www.raymondjames.com/smicd.htm
Retirement Benefits Rank
Below Market
HARVEST INVESTMENT CONSULTANTS, LLC
HARVEST INVESTMENT CONSULTANTS, LLC
Hunt Valley, Maryland
1-24 employees
Harvest Investment Consultants, LLC is an independent registered investment advisor.
Retirement Benefits Rank
Market Leading
CHARNEY INVESTMENT GROUP
CHARNEY INVESTMENT GROUP
Harrisburg, Pennsylvania
1-24 employees
Our vision is to serve as a trusted resource who helps people create a sound financial future so that they may enjoy the fruits of their labor and experience the highest quality of life. We want to empower people with the confidence that, with planning, they can achieve their financial goals. Our team mission is to deliver the highest level of professional service by providing comprehensive financial planning, creative solutions, and sound investment strategies. We strive to meet your financial goals and dreams while building relationships founded on ethics and trust.
Retirement Benefits Rank
Top Benefits
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DARRELL FINANCIAL SERVICES, LLC
DARRELL FINANCIAL SERVICES, LLC
Finksburg, Maryland
1-24 employees
The Cornerstone of Darrell Financial Services is our commitment to helping individuals, families, and businesses achieve their financial goals within our comprehensive framework of private financial planning services. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
Retirement Benefits Rank
Market Leading
SHOT TOWER CAPITAL
SHOT TOWER CAPITAL
Baltimore, Maryland
1-24 employees
Shot Tower Capital is an investment banking boutique providing advisory and capital raising services in the media sector with a specific focus on the music industry where it has completed more transactions globally than any other investment banking firm. In addition to representing major and independent music companies and many of the most iconic music catalogs of all time, Shot Tower has extensive experience working with significant artist estates on matters relating to music and image rights including, Aretha Franklin, Michael Jackson, Prince, Mac Miller, Elizabeth Taylor, and Robin Williams. Shot Tower has a 95%+ close rate on engaged transactions as well as extensive global and cross border expertise, having completed recent transactions involving clients and counterparties in the US, Canada, UK, Europe, China, Japan, and the Middle East. Select Client Representation: - Formation of Pulse Records; - Purchase of Genesis/Collins/Mike+Mechanics by Concord; - Sale of Client investment in Primary Wave; - Hitco recorded music assets sale to Concord; - SoundHouse sale to Apollo backed HarbourView; - James Brown Estate sale to Primary Wave; - SideOne Dummy sale to Exeleration Partners; - Client investment in Primary Wave; - Non-disclosed sale of interest in iconic catalog; - World Poker Tour sale to Element Partners; - Big Deal Music on its sale to Hipgnosis; - Pulse Music on joint venture with Concord Music; - Blue Raincoat/Chrysalis Records sale to Reservoir Music; - EMI Music Publishing investors in Sony’s control buyout; - Fania Records on its sale to Concord Music; - Imagem/Rogers & Hammerstein on its sale to Concord Music; - MJ Estate on sale of its 50% interest in Sony/ATV (including the Beatles catalog) - Ease Entertainment financing and subsequent sale to EP; - EMI on the sale of Virgin Music to BMG; - Sony investor group on purchase of EMI Music Publishing. *Securities transactions executed through Shot Tower Securities LLC, member FINRA/SIPC.
Retirement Benefits Rank
Market Leading
LIFETIME BENEFITS, LLC
LIFETIME BENEFITS, LLC
Gaithersburg, Maryland
1-24 employees
As a business owner, you deal with thorny issues each day - health-care reform, compliance, retirement planning, wealth creation/management and, deferred compensation - every employee challenge in the book. We seek to make the journey easier by assisting you with knowledgeable guidance so you can focus on what matters to you - your business. We want to be your partner, aligning our top-notch people with yours. The Lifetime Companies is large enough to serve - offering a variety of strategies to help pursue your goals - yet small enough to provide the personalized attention you deserve. Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're ready and willing to act as a co-fiduciary [3(21)], providing you with sound recommendations for plan investment options, or as a full fiduciary [3(38)], with the sole responsibility and liability to select, monitor, and replace your plan's investment options. You're unique, and we know you by name. As a business partner, we work hard to provide you with quality service and custom solutions to your needs. We're large enough to serve, small enough to care… for a lifetime. If you wish to contact us for business reasons, please use the following email address: [email protected]. We cannot respond to any communications or questions about the financial services industry via LinkedIn. 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. The financial professionals associated with The Lifetime Companes may discuss and/or transact business only with residents on 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
Top Benefits
DAY FINANCIAL GROUP, INC.
DAY FINANCIAL GROUP, INC.
Columbia, Maryland
1-24 employees
We provide some of the most personal service available, striving to create financial success for each of our clients. Our experienced professionals offer a "hands on" approach to financial guidance.
Retirement Benefits Rank
Market Competitive
TAYLOR RETIREMENT SERVICES INC
TAYLOR RETIREMENT SERVICES INC
Harrisburg, Pennsylvania
1-24 employees
At Taylor Retirement Services, we help create retirement income strategies for people in or nearing retirement, so their retirement income lasts as long as they do. We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals will help you create a thoughtful strategy, using a variety of investments and insurance products and services while addressing your financial needs and concerns. Investment Advisory Services offered through Taylor Securities Services, Inc. (TSSI). TSSI and Taylor Retirement Services are independent of each other. (TSSI) is a registered investment adviser. Insurance products and services are offered and sold through Taylor Retirement Services, Inc., and individually licensed and appointed insurance agents. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where TSSI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. TSSI does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products, or information, or for the collection or use of information regarding the web site’s users and/or members.
Retirement Benefits Rank
Top Benefits
SAGE FINANCIAL, LLC
SAGE FINANCIAL, LLC
Lancaster, Pennsylvania
1-24 employees
At Sage, our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. Over the years, we've found that a team approach is the best method to help clients as they maneuver through a complex financial-services world. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Other advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Sage Financial are separate entities from LPL Financial. The financial professionals associated with Sage Financial 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. 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.
Retirement Benefits Rank
Market Leading
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