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Showing 1 - 11 of 11 results
MTAG SERVICES, LLC
MTAG SERVICES, LLC
Mount Pleasant, South Carolina
1-24 employees
Station 31 Partners is an alternative investment manager and servicer, based out of Charleston, SC, which provides individual and institutional investors with exposure to a diversified array of specialty asset classes that generate consistent, high risk adjusted returns in all market environments. Investment management is carried out through Station 31 Partners affiliate, MTAG Investments.
Retirement Benefits Rank
Market Competitive
CAROLINAS WEALTH MANAGEMENT
CAROLINAS WEALTH MANAGEMENT
Myrtle Beach, South Carolina
1-24 employees
Worked as a Financial Services intern for Carolinas Wealth Management. Assisted financial planners and managers, conducted financial analysis and research, and was responsible for front end client relations i.e. operating telephone system and greeting guests.
Retirement Benefits Rank
Top Benefits
CUMMINGS WEALTH MANAGEMENT GROUP
CUMMINGS WEALTH MANAGEMENT GROUP
Mt Pleasant, South Carolina
1-24 employees
Founded in 1990 by our President, Bobby Cummings, CWMG serves both individual wealth management & retirement plan clients. We stand for integrity, professionalism, & controlling the controllable. We believe that advising clients, without first understanding their full financial picture & coordinating necessary planning, is taking a short cut. We firmly believe our clients should never take short cuts with one of the most important pieces of their lives. We are proud to serve as our clients’ advocate. At CWMG, we engage in a no-stone-unturned approach to planning, serving as your financial coach, advisor & quarterback. Our team offers coordination with your team of outside advisors when appropriate (attorneys, CPA, insurance advisor, etc.) so that your complete financial picture is handled with care. Our team is dedicated to serving your unique needs. For retirement plan clients, our focus is to educate employees and take care of the Plan Sponsor. It is our job to deliver a retirement plan that helps plan sponsors demonstrate the true value of the benefit they are offering to their employees. Our team feels fortunate to serve individuals & businesses who want to secure their future & achieve their goals. We strive to provide confidence to busy people who are successful in their own lives & businesses, but who may lack the confidence or the time to fully understand the myriad financial threats & opportunities they need to proactively address. This communication is strictly intended for individuals residing in the states of AL,AZ,GA,FL,IL,IN,MA,MN,NC,NM,NY,OH,SC,&VA. No offers may be made or accepted from any resident outside these states due to various state regulations & registration requirements regarding investment products & services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htm
Retirement Benefits Rank
Market Laggard
CURRAN FINANCIAL PARTNERS, LLC
CURRAN FINANCIAL PARTNERS, LLC
Charleston, South Carolina
25-49 employees
We understand the unique issues facing retirees and those saving for retirement, and we are committed to giving you the best advice and services possible — regardless of your investing experience. WE ARE A FULL-SERVICE INDEPENDENT INVESTMENT ADVISORY FIRM. Curran Financial Partners is a full-service independent investment advisory firm. We have developed our business by reaching out, nurturing, and maintaining trusting relationships with each of our clients. We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. Curran Financial Partners wants to be your trusted financial professional. We are experienced, responsive, and understand your need for integrity and transparency. To schedule a time to discuss your financial future, please contact us at [email protected] or call us at 843-300-1182.
Retirement Benefits Rank
Market Competitive
LESNIK HIMMELSBACH WILSON HEARL INC.
LESNIK HIMMELSBACH WILSON HEARL INC.
Myrtle Beach, South Carolina
1-24 employees
For more than three decades, LHWH Advertising & Public Relations has been a leading marketing and PR firm in the Carolinas. As a full-service marketing agency, we have represented national, regional and local clients in real estate, golf, tourism, entertainment, restaurants, banking and healthcare. Our exceptional understanding of how to bring together brand personality and user experience into elegant web design and compelling video has won numerous national awards, including Best Mobile Website in the nation for McLeod Health.
Retirement Benefits Rank
Market Competitive
SILVERMILL, LLC
SILVERMILL, LLC
Isle Of Palms, South Carolina
1-24 employees
SilverMill, LLC delivers trustworthy and forward-thinking industry expertise. We are a highly focused, seasoned management team skilled at partnering with business owners to create seamless ownership transactions, develop new opportunities for existing employees and support growth through strategic investments and greater scale. For more detailed information about SilverMill, please visit our website www.silvermill-llc.com. Our key investor partner GE Pension Trust brings insight & expertise far exceeding their financial resources. GE Pension Trust is an institutional asset manager with a plan sponsor mindset and unparalleled end-to-end solution capabilities customized for client needs. SilverMill pursues investments in companies that provide materials, equipment and services used in production applications for bioengineering/biotechnology, food safety, in vitro diagnostics and related technologies. At SilverMill, we combine assets, strengths and shared visions with our transaction and operational expertise to expand the capabilities of these businesses and accelerate growth.
Retirement Benefits Rank
Market Competitive
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COMMONWEALTH FINANCIAL GROUP, INC.
COMMONWEALTH FINANCIAL GROUP, INC.
Charleston, South Carolina
1-24 employees
Since our inception in 2000, our concern for our clients has been the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial strategy. We believe important decisions with our clients help them to define what true wealth means and this enables them to have a positive impact now and for generations to come. Commonwealth is independently owned and operated, and offers its own suite of products and services entirely independent of Cetera. Securities offered through Cetera Advisor Networks LLC member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms 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.
Retirement Benefits Rank
Market Competitive
HARBOUR WEALTH MANAGEMENT GROUP, INC
HARBOUR WEALTH MANAGEMENT GROUP, INC
Charleston, South Carolina
1-24 employees
Harbour Wealth Management Group, Inc is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where the firm and its representatives are properly licensed or exempt from licensure.
Retirement Benefits Rank
Market Leading
SAOS CAPITAL, LLC
SAOS CAPITAL, LLC
Mount Pleasant, South Carolina
1-24 employees
Saos Capital, LLC is an SEC Registered Investment Advisory Firm offering Comprehensive Financial Advisory Services. I developed and executed operational strategies to enhance the client experience, resulting in a 60% increase in assets under management. I managed a team of financial advisors and implemented recruitment, training, and regular performance reviews resulting in an increase in client touches and satisfaction. I ensured full compliance with industry regulations, financial laws, and company policies, overseeing regular audits and implementing corrective actions as needed. I maintained up-to-date knowledge of industry compliance standards and industry best practices.
Retirement Benefits Rank
Below Market
WILDES FINANCIAL STRATEGIES, INC.
WILDES FINANCIAL STRATEGIES, INC.
Georgetown, South Carolina
1-24 employees
Life is full of major events - births and deaths, marriage and divorce, new careers and retirement, financial ups and downs - each of which has a financial component to it. As our clients'​ financial partner, we help guide them through these and other landmark events in their lives. We work with our clients to assist in developing sound strategies that allow them to nurture and educate their children, navigate new careers, start and grow businesses, prepare for retirement, and leave a lasting legacy with their hard-earned resources. All along the way, our mission is to advise and support them in a way that allows them to realize their ambitions and goals. Our clients have trusted us for advice and counsel since 1999 because of our commitment to placing their interests first. Please follow this link to additional disclosures: wildesfinancialstrategies.com/disclosures
Retirement Benefits Rank
Market Laggard
PYLE WEALTH MANAGEMENT, INC.
PYLE WEALTH MANAGEMENT, INC.
Myrtle Beach, South Carolina
1-24 employees
At Pyle Financial Services, we believe that everyone deserves clarity and confidence in their financial journey. Our expert-guided roadmap is crafted with precision and care to align with your aspirations, ensuring that every step you take is grounded in purpose and vision.
Retirement Benefits Rank
Market Laggard