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Showing 1 - 11 of 11 results
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
Mechanicsburg, Pennsylvania
100-499 employees
Our firm has served the Central PA region for over 130 years, helping individuals, families, and businesses grow their tomorrow through customized financial plans and services. Our name, uFinancial Group, embodies the client-focused approach of our financial professionals and staff. Our emphasis on integrity, education, and compassion guide us as we help you realize a successful financial future. Headquartered in Mechanicsburg, PA, and with offices throughout Central PA, Maryland, Florida, Texas, and NJ, uFinancial partners with over 150 financial professionals and 200+ staff people with expertise to help position you for financial success. Securities and Investment advisory services are offered through MML Investors Services, LLC. Member SIPC (www.SIPC.org) Supervisory Address: 100 Sterling Pkwy, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. CRN202601-3795412
Retirement Benefits Rank
Market Laggard
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
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
State College, Pennsylvania
1-24 employees
Abundance knows. We know your family: the here and now, the next generation…and the next. We seek to understand your complete wealth picture so we can manage—and maximize—your collective wealth. Protecting you. Protecting them. Estate plans, wealth transfers, taxes, asset protection, succession, investments, and banking. At Abundance, we not only design your strategies, we also manage them so they work as designed. We bring them all together to optimize outcomes for you and those you care about. Based on your goals, your dreams.
Retirement Benefits Rank
Market Competitive
KOOMAN & ASSOCIATES, LLC
KOOMAN & ASSOCIATES, LLC
Altoona, Pennsylvania
1-24 employees
As the times of your life change, your focus shifts and your goals evolve. More often than not, life gets more complicated. For whatever lies ahead, our financial planning team is dedicated to helping you preserve the success you’ve spent a lifetime creating. We want to understand the challenges you face and the values you want to protect, so we can help create a plan that’s right for you. Kooman & Associates, LLC (“K&A”) is an SEC registered investment adviser located in Altoona, Pennsylvania. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request.
Retirement Benefits Rank
Market Leading
THE B T ALEXANDER FINANCIAL GROUP LLC
THE B T ALEXANDER FINANCIAL GROUP LLC
Mcconnellsburg, Pennsylvania
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
THE THOMAS STETTER AGENCY LLC
THE THOMAS STETTER AGENCY LLC
Altoona, Pennsylvania
1-24 employees
Horace Mann was founded in 1945 by two educators in Springfield, Ill., who believed teachers deserved affordable auto insurance. Originally called the Illinois Education Association Mutual Insurance Company, our name was changed to honor the father of the American public education system, Horace Mann. We are proud to share his name. At Horace Mann, the hard work, commitment and dedication of our employees are the foundation of our success. And today we are the largest, national multiline insurance company dedicated to serving America’s educators and their families. Our purpose is to provide lifelong financial well-being for educators and their families through personalized service, advice, and a full range of tailored insurance and financial products. Through our professional agents and their staff, we offer insurance and financial products to the educational community across the United States. Horace Mann offers auto, homeowners and life insurance, retirement annuities, and other financial solutions to educators and their families. We also proudly support our nation’s educators through recognition programs and classroom funding opportunities through DonorsChoose.org. If you respect the teaching community and feel you can help us take care of educators'​ futures, choose the path you’d like to explore at http://www.horacemann.com/about-us/careers.
Retirement Benefits Rank
Top Benefits
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JONES FINANCIAL GROUP
JONES FINANCIAL GROUP
Mechanicsburg, Pennsylvania
1-24 employees
Our team of Financial Professionals offer all forms of Life Insurance, Retirement Plans and Investment Accounts. While IRA and 401k plans are available, we specialize in TFRA IRC 7702 Tax Free Retirement Accounts for our clients.
Retirement Benefits Rank
Market Leading
AVANTRA FAMILY WEALTH
AVANTRA FAMILY WEALTH
Mechanicsburg, Pennsylvania
1-24 employees
Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals. Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel.  To succeed, we act as true fiduciaries, always in the best interest of our clients. We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives. Avantra Family Wealth LLC is a registered investment advisor. Please view our important disclosures at: http://avantrafamilywealth.com/disclaimers
Retirement Benefits Rank
Below Market
SUSQUEHANNA FINANCIAL ADVISORS LLC
SUSQUEHANNA FINANCIAL ADVISORS LLC
Mechanicsburg, Pennsylvania
1-24 employees
At Susquehanna Financial Advisors LLC, our team works with clients during some of life's most challenging transitions, from managing investments or sending kids off to college to career retirement. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Susquehanna Financial Advisors LLC 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
STERLING FINANCIAL MANAGEMENT INC
STERLING FINANCIAL MANAGEMENT INC
Hagerstown, Maryland
1-24 employees
As a professional LPL Financial Advisor, I am committed to helping investors work towards their life's goals through proactive and prudent investing. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Sterling Wealth Management, Inc. 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 Laggard
SENTINEL CAPITAL SOLUTIONS, INC.
SENTINEL CAPITAL SOLUTIONS, INC.
Hagerstown, Maryland
1-24 employees
Sentinel Capital Solutions manages risk and preserves capital by employing a uniquely flexible investment strategy and a proprietary quantitative formula.
Retirement Benefits Rank
Market Laggard
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