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Showing 1 - 12 of 46 results
COMPUTERSHARE US SERVICES INC.
COMPUTERSHARE US SERVICES INC.
Canton, Massachusetts
500+ employees
Welcome to a world of potential Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 12,000 people in around 90 offices worldwide. Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence. Our diverse portfolio of services and products across our entire group of companies, offers the opportunity to expand your skills, experience and responsibilities across a range of industries both locally and internationally. Opening up a world of potential for you. If you are looking for that first step or next step in your career, we encourage you to visit careers.computershare.com, or please explore the rest of this site for more information about our business, culture and values.
Retirement Benefits Rank
Below Market
PROVIDENCE EQUITY PARTNERS L.L.C.
PROVIDENCE EQUITY PARTNERS L.L.C.
Providence, Rhode Island
51-200 employees
Providence Equity Partners is a specialist private equity investment firm focused on growth-oriented media, communications, education, and technology companies across North America and Europe. Providence combines its partnership approach to investing with deep industry expertise to seek to help management teams build exceptional businesses and generate superior returns. Since its founding in 1989, Providence has invested over $36 billion across more than 175 private equity portfolio companies as of December 2023. With its headquarters in Providence, RI, the firm also has offices in New York, London, Boston and Atlanta.
Retirement Benefits Rank
Market Leading
NAUTIC PARTNERS, LLC
NAUTIC PARTNERS, LLC
Providence, Rhode Island
51-200 employees
Founded in 1986, Nautic Partners LLC is a middle-market private equity firm that has managed over $9.5 billion of equity capital spanning three decades. We have completed more than 150 transactions and partnered with a wide array of talented management teams. Nautic continues to actively seek new investment opportunities in the Healthcare, Industrials, and Services sectors. We typically deploy $50 million or more of equity for each new platform acquisition. In addition, many of our portfolio companies are eager to review potential add-on acquisitions. If you have new investment ideas, would like to learn more about our investment criteria, or would like to discuss potential add-on candidates for our portfolio companies, please contact: Jim Beakey Managing Director of Business Development 401-278-5678 [email protected] www.nautic.com www.linkedin.com/pub/jim-beakey/3/134/b4
Retirement Benefits Rank
Market Leading
CCR WEALTH MANAGEMENT, LLC
CCR WEALTH MANAGEMENT, LLC
Westborough, Massachusetts
11-50 employees
CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201
Retirement Benefits Rank
Below Market
BALDWIN BROTHERS, LLC
BALDWIN BROTHERS, LLC
Marion, Massachusetts
1-10 employees
Baldwin Brothers - The Evolution of Investment.
Retirement Benefits Rank
Top Benefits
CORRIGAN FINANCIAL
CORRIGAN FINANCIAL
Middletown, Rhode Island
11-50 employees
Corrigan Financial is an independent Wealth Management firm based in Rhode Island. We provide financial planning advice and investment management services to over 900 clients nationwide and have over $950,000,000 in A.U.M.. We are currently in our 34th year in business; we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future.
Retirement Benefits Rank
Market Competitive
NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
NEW ENGLAND PROFESSIONAL PLANNING GROUP, INC.
Westerly, Rhode Island
11-50 employees
We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work, and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first. The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism, and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments - and neighbors - we serve. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Professional Planning Group. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Professional Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm; https://www.ppgadvisors.com/
Retirement Benefits Rank
Market Leading
FIRST NATIONAL CORPORATION
FIRST NATIONAL CORPORATION
Rockland, Massachusetts
1-10 employees
http://www.FNCAdvisor.com First National Advisors is a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment. Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective company-sponsored retirement plans, including 401(k), 403(b), and pensions. We invite you to contact us today at 781-878-7757 to learn more about First National Advisors and how we can help you achieve a stronger financial future. First National Advisors ("FNA"​) is a Registered Investment Advisor located in the State of Massachusetts. FNA provides investment advisory and related services for clients nationally. FNA will maintain all applicable registration and licenses as required by the various states in which FNA conducts business, as applicable. FNA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Retirement Benefits Rank
Market Competitive
LORING FINANCIAL PLANNING & INVESTMENTS, INC.
LORING FINANCIAL PLANNING & INVESTMENTS, INC.
Greenville, Rhode Island
1-10 employees
Navigating life’s twists and turns is challenging so partner with an expert and get Financial Advice for Life®. Our belief is the foundation for a successful journey begins with establishing long-lasting relationships built on trust and expertise that will guide you through the noise and confusion and get you to your destination – a comfortable, confident lifestyle. At Loring Advisory Group we have a comprehensive technique for assessing your financial situation in order to help maximize your financial efficiency. This not only includes your investments, but many other facets of your finances that tend to be overlooked. With your future goals in mind, we will develop a strategy that help ensures you and you loved ones are protected and well on your way to maintaining your financial independence. This communication strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org , www.SIPC.org, a Registered Investment Advisor. Please review our Terms of Use at www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Top Benefits
COASTLINE TRUST COMPANY
COASTLINE TRUST COMPANY
Providence, Rhode Island
11-50 employees
Private Wealth Management Business.
Retirement Benefits Rank
Top Benefits
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PROCTOR FINANCIAL, INC.
PROCTOR FINANCIAL, INC.
Sherborn, Massachusetts
1-10 employees
Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.
Retirement Benefits Rank
Top Benefits
BARRETT & COMPANY
BARRETT & COMPANY
Providence, Rhode Island
11-50 employees
Barrett & Company is a full service investment firm. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent firms in the Country today. Our Philosophy~ We believe every successful investment portfolio is built on a foundation of solid, personalized financial advice and guidance. At Barrett & Company we apply this strategy in a twofold process; our consistent focus and support in assisting our clients create and maintain a clear financial strategy, along with applying an active opportunistic investing approach, utilizing a wide range of financial products, to provide our clients the opportunity to reach their unique goals. Our commitment to your financial success is why we have been in business for over 85 years... For more information and disclaimers, please visit us at: http://www.barrettandcompany.com
Retirement Benefits Rank
Market Competitive