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Showing 1 - 12 of 38 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
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
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
Below Market
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
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
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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
THRIVE WEALTH MANAGEMENT, LLC
THRIVE WEALTH MANAGEMENT, LLC
Audobon, Pennsylvania
1-24 employees
We are purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee. During your life you will be faced with multiple financial decisions, a few of these will be so important, a misstep could be detrimental to your success. Thrive will consider your entire financial picture, lay out your options, and partner with you to help make the right decisions. Our mission is to help you make better financial decisions by simplifying and organizing your complex financial life Menu of Services: Investment Management Retirement Planning Tax Planning Estate Planning Insurance Planning Education Planning Executive Benefit Planning Social Security Planning Charitable Planning Succession Planning Corporate Retirement Planning
Retirement Benefits Rank
Market Leading
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
Below Market
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
LPPO, LLC
LPPO, LLC
Lancaster, Pennsylvania
1-24 employees
Our mission is to link world energy producers with America’s refineries by receiving, storing and delivering unsurpassed volumes of crude oil with preeminent reliability, efficiency and customer optionality.
Retirement Benefits Rank
Market Leading
MASTER'S ADVISORS, INC.
MASTER'S ADVISORS, INC.
Lancaster, Pennsylvania
1-24 employees
At Master's Advisors, we do things differently. We strive to create an environment in which the client is at the center of what we do, and financial planning is the focus of our advice, not financial products. Master's Advisors is a true team practice. We create this environment in three specific ways: First, all of our advice and recommendations are generated by the team of advisors. With this structure clients benefit from various opinions and ideas that are vigorously debated in a round-table discussion until the team determines the planning solutions that best serve that client’s needs. Second, no advisor at Master's has an individual book of business. Because all clients are “clients of the firm,” each client experiences the benefits of our diverse team of talented people. Our education, individual skills and interests, and life experiences vary greatly; however, when blended well together, our clients receive broad-based advice and excellent service. Last, all of our advisors work for a salary, with no compensation tied to the advice they give. This places a firewall between compensation and advice, protecting both integrity and objectivity. It also creates an environment where it does not matter which advisor works with a particular client. Our unique financial structure eliminates internal competition and ensures that every client is receiving consistent advice. We believe that this unique way of doing business produces the best results for our clients. Our focus on financial planning also differentiates us from those in the industry simply selling product. We believe the key to financial success lies in a comprehensive and intentional financial plan, specifically built for every client.
Retirement Benefits Rank
Market Competitive
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