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Showing 1 - 12 of 20 results
SPEO, LLC
SPEO, LLC
Glastonbury, Connecticut
50-99 employees
The Spero Group, LLC is a comprehensive detox and behavioral health management company. We provide full service detox management solutions to hospitals and related health care partners across the United States. The Spero Group manages state of the art detox centers staffed with trained social workers, marketers, and specialized technicians. Our purpose is to partner with hospitals and other providers in order to deliver patient care with the highest level of clinical excellence to an underserved yet growing patient population. Our clients can now provide local options for pre-treatment stabilization to individuals and families facing substance use issues. The Spero Group is determined to deliver the most effective treatment pathways for our client’s patients and share our knowledge across our provider base nationwide.
Retirement Benefits Rank
Below Market
LORING FINANCIAL PLANNING & INVESTMENTS, INC.
LORING FINANCIAL PLANNING & INVESTMENTS, INC.
Greenville, Rhode Island
1-24 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
BARRY INVESTMENT ADVISORS, LLC
BARRY INVESTMENT ADVISORS, LLC
New Bedford, Massachusetts
1-24 employees
Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.BarryInvestmentAdvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.
Retirement Benefits Rank
Top Benefits
WEALTH MANAGEMENT RESOURCES, INC.
WEALTH MANAGEMENT RESOURCES, INC.
Smithfield, Rhode Island
1-24 employees
Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind. Member FINRA/SIPC Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.
Retirement Benefits Rank
Market Laggard
SIGNET INVESTMENT ADVISORY GROUP, INC.
SIGNET INVESTMENT ADVISORY GROUP, INC.
Providence, Rhode Island
1-24 employees
• Produced portfolio analytics and prepared meetings with clients’ performance with the wealth management team.• Collaborated in opening, maintaining, keeping track of portfolios and their percent of stock as well as equity return overall.• Responsible for analyzing transactions in all accounts every day, to flag down abnormal transactions and liquid assets in these as well as lifting possible concerns with the team.• Presented reports of possible companies to buy shares in after doing research using tools as Morningstar and Schwab.• Practiced attention for detail while creating reports for clients with excel and adobe.
Retirement Benefits Rank
Market Competitive
BUSINESS DEVELOPMENT COMPANY OF RHODE ISLAND
BUSINESS DEVELOPMENT COMPANY OF RHODE ISLAND
Providence, Rhode Island
1-24 employees
The BDC provides financing to promising companies whose needs exceed available bank debt. Servicing companies in RI and nearby Massachusetts and Connecticut we work with bankers, accountants, lawyers, and other business advisors to ensure a solid foundation for success.
Retirement Benefits Rank
Below Market
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CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC
Glastonbury, Connecticut
1-24 employees
Series 7, Series 66, Group 1 Life and Health Insurance licenses
Retirement Benefits Rank
Top Benefits
MONTE FINANCIAL GROUP, LLC
MONTE FINANCIAL GROUP, LLC
Guilford, Connecticut
1-24 employees
Monte Financial Group, LLC is a fee-only Investment Advisor providing wealth management strategies and ongoing investment management tailored to you and your family's unique financial needs. Our team is dedicated to seeing that our clients’ investment portfolios are focused and aligned with who they are as investors and individuals, whether they are short term needs or long term aspirations. For your Information: Periodically, links may be established between this Web site and one or more Web sites operated by third parties or where third parties provide content. Access to these sites is at your own risk. Monte Financial Group, LLC while deeming such information reliable does not guarantee the accuracy thereof. Therefore, Monte Financial Group will have no liability arising out of or related to such Web sites and their content. These sites are provided for your convenience and should not be deemed to imply that Monte Financial Group endorses those Web sites or any content therein.
Retirement Benefits Rank
Below Market
CRESCENT POINT PRIVATE WEALTH
CRESCENT POINT PRIVATE WEALTH
Glastonbury, Connecticut
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
COMPASS ASSET MANAGEMENT, LLC
COMPASS ASSET MANAGEMENT, LLC
Guilford, Connecticut
1-24 employees
Compass Wealth Management is an SEC Registered Investment Adviser. Compass was founded in 1997 with one goal in mind: create a firm where the client comes first. Investment Management And Financial Planning For Business Owners, Executives, And Families Advisor, Coach, Confidant — Call Us What You Like — We Collaborate, Exchange Ideas, Resources, And Share Insights As We Work Toward Your Financial Goals Together. These Insights Are Gained From Our Experience As Business Owners And Investors. We’ve managed money the same way for 25 years – Not because we’re stubborn, but because great investment principles are timeless. The results of our clients speak for themselves. When they refer their friends, parents, children, or grandchildren to us there is no higher compliment.
Retirement Benefits Rank
Top Benefits
AXIS WEALTH PARTNERS, LLC
AXIS WEALTH PARTNERS, LLC
East Providence, Rhode Island
1-24 employees
At Axis Wealth Partners, our commitment to you is guided by our expertise and personal experiences. We provide caring, comprehensive advice to individuals and families interested in building and preserving their wealth. Regardless of which stage of transition in life you may be living, we believe sound, transparent financial advice begins with empathy and understanding. We know the value and power of our advice because we live it. Axis Wealth Partners pledges 1% of gross revenues to support grassroots non-profit organizations committed to efforts for a more sustainable, responsible and impactful society. Axis also provides a turnkey practice solution for financial advisors and planners wanting to operate an independent fiduciary practice but don't want to start their own RIA. For more information, please visit https://axiswp.com/for-advisors/. Inquiries are strictly confidential.
Retirement Benefits Rank
Top Benefits
FORBES FINANCIAL PLANNING, INC.
FORBES FINANCIAL PLANNING, INC.
East Greenwich, Rhode Island
1-24 employees
Most people have a vision of their future. It might include sending kids to college or starting a new business. Or perhaps it involves a targeted date for retiring to a warmer climate or traveling the world. Dreaming it means it can be done, but only by maximizing financial and personal resources and then committing to a plan to make that dream a reality.
Retirement Benefits Rank
Top Benefits