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Showing 1 - 12 of 17 results
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
Top Benefits
CHARNEY INVESTMENT GROUP
CHARNEY INVESTMENT GROUP
Harrisburg, Pennsylvania
1-24 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
DARRELL FINANCIAL SERVICES, LLC
DARRELL FINANCIAL SERVICES, LLC
Finksburg, Maryland
1-24 employees
The Cornerstone of Darrell Financial Services is our commitment to helping individuals, families, and businesses achieve their financial goals within our comprehensive framework of private financial planning services. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
Retirement Benefits Rank
Market Leading
TAYLOR RETIREMENT SERVICES INC
TAYLOR RETIREMENT SERVICES INC
Harrisburg, Pennsylvania
1-24 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
STEWARDSHIP ADVISORS, LLC
STEWARDSHIP ADVISORS, LLC
Mount Joy, Pennsylvania
1-24 employees
Stewardship Advisors is an independent, comprehensive financial services firm dedicated to providing unbiased advice and diversified financial resources. We believe that as stewards of others’ finances, the best way we can serve is to walk beside our clients on important decisions throughout their lives. Our team of dedicated professionals is passionate about providing a quality client experience and helping you achieve your financial dreams. Our goal is to provide a stress free financial planning process, allowing you the freedom to focus on what is important to you – family and friends. Stewardship Advisors, LLC is a Registered Investment Advisor (“RIA”) registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania. Registration with the SEC does not imply any certain level of skill or training.
Retirement Benefits Rank
Market Leading
COLLECTIVE FAMILY OFFICE, LLC
COLLECTIVE FAMILY OFFICE, LLC
York, Pennsylvania
1-24 employees
It takes a team of experts – investment managers, accountants, attorneys, and business advisers – working in unison, to properly serve the needs of high-net worth families. At Collective Family Office, we are your CFO, serving as your advocate, and integrating the advice from these specialists in order to help you better manage your family’s financial and intergenerational affairs. With an average of over 20 years of experience serving affluent families, a deep commitment to supporting the Central Pennsylvania community, and the support of local business professionals, we look forward to helping your family achieve your financial goals through advice tailored to your family’s unique needs. This page is a publication of Collective Family Office, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Collective Family Office, LLC is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Retirement Benefits Rank
Top Benefits
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FINANCIAL FOUNDATIONS, INC.
FINANCIAL FOUNDATIONS, INC.
Mount Airy, Maryland
1-24 employees
Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.
Retirement Benefits Rank
Top Benefits
RIGGLE WEALTH GROUP
RIGGLE WEALTH GROUP
Hanover, Pennsylvania
1-24 employees
I am a Financial Advisor through Cetera Advisor Networks LLC. I proactively address client questions and concerns, as well as client and business development. In addition, I assist with our advisory accounts and develop investment and income strategies for clients.Securities & advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Retirement Benefits Rank
Top Benefits
WEALTH MANAGEMENT SERVICES
WEALTH MANAGEMENT SERVICES
Hershey, Pennsylvania
1-24 employees
Assessed client need and established health insurance plans that best aligned with the financial goals of the organization.
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
Top Benefits
HARVEST ROCK ADVISORS, LLC
HARVEST ROCK ADVISORS, LLC
York, Pennsylvania
1-24 employees
Principal of Harvest Rock Advisors, LLC, a full-service, independent financial services firm helping business owners and successful professionals solve their most vexing financial and business challenges. As independent wealth advisors, we offer advanced financial planning and third-party investment, insurance and employee benefit solutions. We specialize in developing optimal after-tax wealth planning strategies.Our mission is to help our clients deal with the present and prepare for the future with confidence.
Retirement Benefits Rank
Market Leading
KEY FINANCIAL GROUP, LLC
KEY FINANCIAL GROUP, LLC
Frederick, Maryland
1-24 employees
Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. Our LPL Financial Advisors work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future. With over 35 years of combined industry experience, our advisors provide top tier financial planning and trustworthy investment expertise. Our independent status ensures we have full access to the universe of investment options, financial planning tools, and high quality research to seek maximum results for our client strategies. Key Financial is completely objective and is not tied to proprietary “Wall Street Banking” products and platforms, or influenced by corporate affiliations. We have an extremely loyal client base as a result of our company’s unprecedented communication, which is vital to a strong relationship. The majority of our business growth has come through client and professional referrals. We look forward to helping you pursue your financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC 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 we are registered to do business, please visit www.keyfinancialgrp.com
Retirement Benefits Rank
Market Leading