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Showing 1 - 12 of 22 results
DDMP INVESTMENT ADVISORS
DDMP INVESTMENT ADVISORS
Elizabethtown, Pennsylvania
11-50 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
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP
Mechanicsburg, Pennsylvania
201-500 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
PA RETIREMENT SOLUTIONS, INC.
PA RETIREMENT SOLUTIONS, INC.
Harrisburg, Pennsylvania
1-10 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
Market Leading
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC
Wormleysburg, Pennsylvania
11-50 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
Below Market
SELECT CAPITAL CORPORATION
SELECT CAPITAL CORPORATION
Mechanicsburg, Pennsylvania
11-50 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
CHARNEY INVESTMENT GROUP
CHARNEY INVESTMENT GROUP
Harrisburg, Pennsylvania
1-10 employees
Our vision is to serve as a trusted resource who helps people create a sound financial future so that they may enjoy the fruits of their labor and experience the highest quality of life. We want to empower people with the confidence that, with planning, they can achieve their financial goals. Our team mission is to deliver the highest level of professional service by providing comprehensive financial planning, creative solutions, and sound investment strategies. We strive to meet your financial goals and dreams while building relationships founded on ethics and trust.
Retirement Benefits Rank
Top Benefits
EVERGREEN CAPITAL MANAGEMENT, INC.
EVERGREEN CAPITAL MANAGEMENT, INC.
Williamsport, Pennsylvania
1-10 employees
Wealth Planning & Investment ManagerSpecializes in Retirement & Investment Planning strategies.
Retirement Benefits Rank
Top Benefits
RIVER WEALTH ADVISORS LLC
RIVER WEALTH ADVISORS LLC
Camp Hill, Pennsylvania
11-50 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
TAYLOR RETIREMENT SERVICES INC
TAYLOR RETIREMENT SERVICES INC
Harrisburg, Pennsylvania
1-10 employees
At Taylor Retirement Services, we help create retirement income strategies for people in or nearing retirement, so their retirement income lasts as long as they do. We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals will help you create a thoughtful strategy, using a variety of investments and insurance products and services while addressing your financial needs and concerns. Investment Advisory Services offered through Taylor Securities Services, Inc. (TSSI). TSSI and Taylor Retirement Services are independent of each other. (TSSI) is a registered investment adviser. Insurance products and services are offered and sold through Taylor Retirement Services, Inc., and individually licensed and appointed insurance agents. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where TSSI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. TSSI does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products, or information, or for the collection or use of information regarding the web site’s users and/or members.
Retirement Benefits Rank
Top Benefits
QUESTMONT STRATEGIC WEALTH ADVISORS
QUESTMONT STRATEGIC WEALTH ADVISORS
Lemoyne, Pennsylvania
11-50 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
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MOFF & ASSOCIATES
MOFF & ASSOCIATES
Williamsport, Pennsylvania
1-10 employees
MOFF & ASSOCIATES is a financial services company based out of 460 MARKET STREET, WILLIAMSPORT, Pennsylvania, United States.
Retirement Benefits Rank
Market Competitive
EVOLVE FINANCIAL PLANNING
EVOLVE FINANCIAL PLANNING
Harrisburg, Pennsylvania
500+ 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
Market Competitive
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