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Showing 1 - 12 of 13 results
RESURGENT CAPITAL SERVICES L.P.
RESURGENT CAPITAL SERVICES L.P.
Greenville, South Carolina
500+ employees
Resurgent Capital Services is a manager and servicer of domestic and international consumer debt portfolios for credit grantors and debt buyers. We manage accounts across the credit spectrum including performing accounts, sub- and non-performing accounts, secured accounts, and unsecured accounts. Currently, we have offices located in Greenville, SC, and Cincinnati, OH. Resurgent's Maryland License ID: 2301 NMLS Consumer access: https://bit.ly/2Y4yMA0 To review our Social Media Guidelines, visit https://portal.resurgent.com/terms-conditions-disclosures#social
Retirement Benefits Rank
Below Market
THE CAPITAL CORPORATION OF AMERICA
THE CAPITAL CORPORATION OF AMERICA
Greenville, South Carolina
1-24 employees
Over the last 25 years, The Capital Corporation has established itself as one of the premier middle market investment banking firms in the country. We specialize in navigating our clients through the complicated and time intensive processes of selling their businesses, acquiring other businesses, and/or securing capital. Over the last two decades, we have continuously refined our networks, approach, and skill-sets needed in order to successfully close transactions with companies of this lower-middle market size. Our approach is highly unique. We have assembled the only investment banking team east of the Mississippi who can boast the following attributes: •A top quartile closing rate across hundreds of middle market transactions •One of only six investment banks in United States that is a member of IMAP •A broad network of thousands of buyers/investors, across 30+ different countries •A first-hand understanding of what it is like to own/operate private businesses (given our team’s ownership positions in 30+ companies) •A first-hand understanding of what it is like to be a buyer of private companies (including both financial and strategic buyers) •A high caliber, blue chip investment banking background from a variety of Wall Street firms •An ability to offer our clients specific, industry expertise across 40+ different industries
Retirement Benefits Rank
Market Laggard
STOKES CAPITAL ADVISORS, LLC
STOKES CAPITAL ADVISORS, LLC
Greenwood, South Carolina
1-24 employees
Stokes Capital Advisors is a company based out of 101 Venture Ct, Greenwood, South Carolina, United States.
Retirement Benefits Rank
Market Laggard
FOSTER VICTOR WEALTH ADVISORS
FOSTER VICTOR WEALTH ADVISORS
Greenville, South Carolina
25-49 employees
Foster Victor Wealth Advisors is a full-service wealth management firm that offers concierge quality advisory and planning services to our clients. We work with each client to create a coordinated roadmap tailored to fit the short-term and long-term financial goals of individuals, families and businesses. Our style is one of collaboration. Our model is based on providing holistic planning services whereby we have a fiduciary responsibility to place our clients'​ interest above our own. We work relentlessly to provide an ideal environment to map out our clients financial future. We realize that service is a rare commodity. We like doing things a bit differently.
Retirement Benefits Rank
Below Market
PARALLEL FINANCIAL PARTNERS, LLC
PARALLEL FINANCIAL PARTNERS, LLC
Greenville, South Carolina
1-24 employees
As an independent financial services firm with an unwavering commitment to our client's success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our client's financial goals. In the last ten years, we've helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients. To learn more about Parallel Financial, visit https://www.parallelfinancial.com/. Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Parallel Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Retirement Benefits Rank
Below Market
GLOBAL VIEW INVESTMENT ADVISORS, LLC
GLOBAL VIEW INVESTMENT ADVISORS, LLC
Greenville, South Carolina
1-24 employees
Global View Investment Advisors is a Boutique, Fee-Only, Financial Planning & Wealth Management Firm, Serving Global Investments Clients from Downtown Greenville, South Carolina. We strive to avoid permanent loss of capital for our clients through a careful analysis of their needs using interactive planning and the best world class investments we can find. Our primary focus is on eliminating the risk of permanent loss of capital through a process we call Margin of Safety investing based on client needs. Together with the client, we collaboratively choose a mix of portfolios to meet this objective. Our (Retirement) Spending Portfolio seeks to beat the long-term performance of bonds while taking minimal interest rate risk and low volatility. Our Long-Term portfolios seek to outperform broad market indexes and deliver over 10% p.a. total return in a tax-efficient fashion; they are also generally much less volatile than indexes. Both portfolios are available for differing risk tolerance and tax situations.
Retirement Benefits Rank
Market Laggard
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MATCH GRADE ADVISORS, LLC
MATCH GRADE ADVISORS, LLC
Greenville, South Carolina
1-24 employees
Formerly Welch Benefit Group
Retirement Benefits Rank
Market Leading
WCM GLOBAL WEALTH, LLC
WCM GLOBAL WEALTH, LLC
Greenville, South Carolina
1-24 employees
WCM Global Wealth, LLC was founded to deliver professional money management, planning and advice to discerning clients who appreciate independent thought, hard work, transparency and the pursuit of excellence. At WCM Global Wealth, LLC our difference is that we manage your money as if it’s our own. We want you, as the client, to be happy with your portfolio regarding your individual situation so we strive to maintain a balance that will meet your current and future needs.
Retirement Benefits Rank
Below Market
WEALTH MANAGEMENT ADVISORS, LLC
WEALTH MANAGEMENT ADVISORS, LLC
Greenville, South Carolina
1-24 employees
Wagner Wealth Management specializes in helping high net worth individuals and companies reach their personal and professional goals. We understand that people who have achieved great success have worked hard and sacrificed much to get where they are and see goals in not just financial terms. In many cases, their needs and goals may be complex and involve multiple constituents. We welcome the challenge of such situations and look forward to working for you to find the best solutions. Highly successful people avoid doing things the easy or expected way, preferring instead to live an authentic, creative life. That’s precisely why we like them. As a boutique firm, we are always most drawn to the investor who has forged his or her own path in life. We’re creative thinkers, too, and can appreciate the value of looking at investments like we look at partnerships — as an opportunity to create something unique and lasting. Because we expect the relationships we pursue to extend over many years, we’re singularly committed to adding significant value to every handshake, every meeting and every client’s goals and aspirations. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services provided through Wealth Management Advisors, LLC, A Registered Investment Advisor. Wealth Management Advisors, LLC & Wagner Wealth Management are not affiliated with Triad Advisors, LLC.
Retirement Benefits Rank
Market Leading
DRCFN, INC.
DRCFN, INC.
Greenville, South Carolina
1-24 employees
We are ASE Private Wealth™ an independent financial firm in Greenville, SC. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon. [email protected] https://brokercheck.finra.org/ www.finra.org / www.sipc.org Securities offered through Metric Financial LLC, Member FINRA/SIPC, 725 Ponce de Leon, Atlanta, GA 30306. Additional information about Metric Financial LLC is available at https://brokercheck.finra.org. Investment Advisory and Financial Planning Services offered through Belpointe Asset Management, LLC., 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Belpointe disclosures are available at https://belpointewealth.com/disclosure/. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.
Retirement Benefits Rank
Market Competitive
ROCKY RIDGE INVESTMENT GROUP, LLC
ROCKY RIDGE INVESTMENT GROUP, LLC
Royston, Georgia
25-49 employees
Our companies provide Real Estate services to the Northern Colorado area. We specialize in acquiring properties at whole sale prices and delivering a great product to the buyer. We work with many banks, asset managers, and third parties. If you are looking for a deal or need to sell fast we would love the opportunity to discuss our services with you.
Retirement Benefits Rank
Market Laggard
FOOTHILLS WEALTH MANAGEMENT, LLC
FOOTHILLS WEALTH MANAGEMENT, LLC
Anderson, South Carolina
1-24 employees
At Foothills Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource. We provide realistic, practical guidance regarding investment, financial, and insurance planning. We are an independent financial services firm assisting clients in all stages of life, from starting their careers to building a family to transitioning into retirement. Wherever they are in life, we can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our unwavering commitment to your best interests is at the core of each recommendation we make. You deserve to work with a financial advisor who is dedicated to helping you pursue your goals through a comprehensive assessment of where you stand now and where you would like to be. Based in upstate South Carolina, we work with clients throughout the southeast United States. We invite you to contact us today to learn more about how we can help you build, protect, and preserve your wealth.
Retirement Benefits Rank
Below Market