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.

JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of exceptional service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their next egg and manage financial decisions.

Registered Investment Adviser. Asset Allocation Pioneers.

• Planned annual portfolio review appointments. • Organized two hundred life insurance policies separating the active accounts from inactive accounts. Contacted inactive policy holders for further assessment.

Associated School Employees Credit Union is a financial services company based out of 1690 South Canfield-Niles Road, Youngstown, Ohio, United States.

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.

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.

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.

KASH Mortgage Group specialists are licensed and professionally cross-trained to analyze and consult on all aspects of the mortgage preparation process including credit history, employment, and extenuating circumstances associated with divorce, loss of employment, medical and financial hardships. The advantage of using a specialist such as KASH Mortgage is that we work with a variety of banks that have a program that suits every individuals specific needs, which allows us to secure you the best rate, term and program available in the marketplace. KASH Mortgage Group will create a custom mortgage solution that meets or exceeds our individual customers’ expectations by always being there for you through the entire loan process, ensuring the highest level of customer service and care available anywhere in the mortgage industry today. We were here when the home market crashed and other fly by night mortgage companies failed. Since 1998 we have operated as a local, experienced and trusted mortgage specialists having provided more than $700 million in residential home mortgage financing. Contact us today 866.866.KASH(5274) and learn how easy it is to become a proud home owner..

A financial advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread through the country who are affiliated with LPL Financial.Her primary intent in working with clients is to help them pursue their investment goals as they plan for their future needs. She understands that each situation is unique and is committed to assisting clients identify their individual financial goals. Lauren recently made a leap into financial services after having worked for several years in the Geotechnical Engineering and construction fields.Lauren has her Series 7, Series 65, Series 63, and her Ohio Insurance license through LPL.