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Showing 1 - 12 of 16 results
GARDNER RUSSO & QUINN LLC
GARDNER RUSSO & QUINN LLC
Lancaster, Pennsylvania
All Size Average employees
Gardner Russo & Quinn LLC is an investment management company based out of 223 E Chestnut St, Lancaster, Pennsylvania, United States.
Retirement Benefits Rank
Top Benefits
EMERALD ASSET MANAGEMENT, INC.
EMERALD ASSET MANAGEMENT, INC.
Leola, Pennsylvania
All Size Average employees
Emerald Advisers, LLC is a multi-billion dollar asset management firm providing research-based portfolio management. Emerald demonstrates an ongoing commitment to “The Five P’s”, Philosophy, Process, People, Performance, Persistence, which have remained a growing part of our corporate culture since Emerald’s founding in 1992. We are a results-driven entrepreneurial organization that believes in research-driven active management. Research is the cornerstone of our firm. What separates us from other asset management firms is our proprietary 10-Step Research Process and our team of experienced investment professionals. Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. We rely on our principles and people to guide how we interact with each other, our clients, and the communities where we work.
Retirement Benefits Rank
Top Benefits
DDMP INVESTMENT ADVISORS
DDMP INVESTMENT ADVISORS
Elizabethtown, Pennsylvania
1-24 employees
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.DDMP Investment Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser
Retirement Benefits Rank
Top Benefits
CONNORS INVESTOR SERVICES, INC.
CONNORS INVESTOR SERVICES, INC.
Wyomissing, Pennsylvania
1-24 employees
I joined Connors in 2003. My role is as lead portfolio manager and equity analyst of our small cap and micro cap strategies. Prior roles included portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs and fund-of-funds analyst at Evergreen Investments focused on hedge fund and private equity funds. I have a BS from Pennsylvania State University, earned the Chartered Financial Analyst® charterholder designation in 1999, and an MBA from Kutztown University. Additionally earned CFA Certificate in ESG Investing.
Retirement Benefits Rank
Top Benefits
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC
Wormleysburg, Pennsylvania
25-49 employees
The experienced team at Stonebridge Financial Group has been working together since 2002 but draws its origins from the early 1970s. Our close-knit staff brings the human factor back to investing through creating personal, ongoing relationships with each of our clients, ensuring a personalized investment experience. For us, relationship management is just as important as wealth management. Our specialties range from established corporate clients to families, business owners and institutions. Clients can trust in the consistency that we offer with our team and wealth management strategies. Your financial future is our focus, and through innovative investment consultation we help to realize and secure financial goals spanning multiple generations. The Stonebridge team has experienced remarkable growth since the early 2000s and our 2013 entry into the independent advisory community. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Stonebridge Financial Group, LLC, an SEC-Registered Investment Advisor. Stonebridge Financial Group, LLC may transact business in states where it is registered, exempt or excluded from registration. Private Client Services and Stonebridge Financial Group, LLC are unaffiliated entities.
Retirement Benefits Rank
Top Benefits
SELECT CAPITAL CORPORATION
SELECT CAPITAL CORPORATION
Mechanicsburg, Pennsylvania
25-49 employees
Select Capital Funding originates and acquires diversified CRE debt investments across the real estate market. The products that we specialize in are Commercial Building Purchases, Refinancing, Fix and Flip, and Residential Ground up Construction. We provide clients with customized solutions that fit their commercial needs and we stay connected through the lifecycle of the investment.
Retirement Benefits Rank
Market Competitive
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RIVER WEALTH ADVISORS LLC
RIVER WEALTH ADVISORS LLC
Camp Hill, Pennsylvania
1-24 employees
River Wealth Advisors is a fee-only, SEC-registered investment advisor located in Camp Hill, PA and Allentown, PA. We focus on understanding you, your needs, and your short- and long-term financial objectives. This approach helps us to develop a personalized financial and investment plan that guides you through life's changing currents and helps you achieve financial success. We offer concierge-level service to individuals and small businesses in the following areas: Individual and Multi-Generational Wealth Management; Comprehensive Financial and Retirement Planning; Trust and Estate Planning; Legacy Mapping; and Retirement Plans for Businesses. Our wealth advisors are experienced and credentialed supported by a team-based service model. DISCLAIMER Information on River Wealth Advisor’s social media sites should not be construed as a recommendation by River Wealth Advisors, its principals or personnel, as an offer to sell or solicitation to buy any securities or as personalized investment advice. Any opinions expressed by River Wealth Advisors or its employees on the Company’s Social Media Sites are as of the date of publication and are subject to change. Information that River Wealth Advisors post is taken from sources that River Wealth Advisors believe to be reliable, but is not guaranteed by River Wealth Advisors for accuracy or completeness. River Wealth Advisors reserve the right to remove any comments, photos, videos, discussion posts, wall posts and any other third party-posted content that we deem inappropriate or that contains confidential information, profanity or illegal material. River Wealth Advisors also reserve the right to ban from its social media sites any commenters that violate these parameters. Visitors to these social media sites must avoid posting positive reviews of their experiences with the Company, its personnel, principals or its services as such posts may be considered testimonials under state and federal securities laws.
Retirement Benefits Rank
Top Benefits
BRAVERMAN FINANCIAL ASSOCIATES
BRAVERMAN FINANCIAL ASSOCIATES
Lancaster, Pennsylvania
1-24 employees
Braverman Financial Associates is an accounting company based out of 2173 Embassy Dr, Lancaster, Pennsylvania, United States.
Retirement Benefits Rank
Top Benefits
QUESTMONT STRATEGIC WEALTH ADVISORS
QUESTMONT STRATEGIC WEALTH ADVISORS
Lemoyne, Pennsylvania
1-24 employees
We strive to empower our community through selfless service, building relationships, and driving positive lasting impact. email us: [email protected] questmont.com finra.org sipc.org Securities offered through Kestra Investment Services, LLC, (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC, (Kestra AS) an affiliate of Kestra IS. Questmont Strategic Wealth Advisors, Inc., is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
Retirement Benefits Rank
Market Laggard
BARE FINANCIAL SERVICES, INC. D/B/A BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES, INC. D/B/A BARE WEALTH ADVISORS
Gap, Pennsylvania
1-24 employees
We provide wealth management grounded in Biblical wisdom to encourage generosity, empower vision, and influence the world for good. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please click on the link to our website for full disclosures
Retirement Benefits Rank
Market Competitive
MCFARLAND ASSOCIATES
MCFARLAND ASSOCIATES
Wyomissing, Pennsylvania
1-24 employees
McFarland Consulting Ltd are award winning civil and structural engineering consultants that specialise in assessing, maintaining and extending the serviceable life of existing structures. The company was established in 2000 by Brian McFarland, after he identified a niche within the construction industry for an independent and innovative concrete consultancy that can deliver cost effective civil and structural engineering solutions. Today, McFarland Consulting Ltd are acknowledged experts in delivering cost effective and innovative solutions for a broad range of engineering challenges. We have successfully expanded geographically into Ireland, Scotland, Wales and England and we are continually developing our capability and broadening our service offering to meet changing market needs.
Retirement Benefits Rank
Below Market
POLARIS ADVISORS, LLC
POLARIS ADVISORS, LLC
Camp Hill, Pennsylvania
1-24 employees
To be the MOST trusted, reliable and innovative financial resource in the life of our clients and the ones they love.
Retirement Benefits Rank
Below Market
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