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Showing 1 - 6 of 6 results
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
Top Benefits
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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