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Showing 1 - 12 of 28 results
SMART USA CO.
SMART USA CO.
Nashville, Tennessee
50-99 employees
Smile Dental Group provides high-quality dental care to families in the Antelope Valley. We provide personalized, comprehensive dental care for all ages under one roof using advanced technology. At Smile Dental Group our goal is to provide your entire family with the dental health care they need. From routine dental check-ups to full smile makeovers, our team has the skill, experience, and compassion necessary to care for growing and aging smiles. Smile Dental Group serves patients and families in the Antelope Valley, CA area with three convenient office locations in Palmdale, East Lancaster and West Lancaster, CA. Our dental teams are committed to providing the highest standard of care using the latest dental technology and advanced treatment options. We are a patient-focused dental practice that believes in the value of relationship dentistry, taking time with each patient to get to know them and to understand their unique oral health needs and concerns. Our goal is to help you enjoy optimal oral health through personalized dental care delivered in a caring, compassionate environment.
Retirement Benefits Rank
Top Benefits
THOROUGHBRED FINANCIAL SERVICES, LLC
THOROUGHBRED FINANCIAL SERVICES, LLC
Brentwood, Tennessee
25-49 employees
Thoroughbred Financial Services, LLC (TFS) is an independent, full-service financial consulting firm based in Brentwood, Tennessee, with satellite offices in Columbia, Tennessee, Jackson, Tennessee and Knoxville, Tennessee. TFS, as a licensed Broker/Dealer and Registered Investment Adviser, offers planning and investment services to a select clientele of successful businesses and professionals.
Retirement Benefits Rank
Market Laggard
SAGESPRING WEALTH PARTNERS, LLC
SAGESPRING WEALTH PARTNERS, LLC
Franklin, Tennessee
100-499 employees
SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving our clients’ lives through comprehensive financial planning. We currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, NE | Birmingham, AL | Clarinda, IA Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values. Core Values: 1. Always put our clients’ best interests first. 2. Be honest. 3. Teach instead of sell. 4. Earn trust, don’t expect it. 5. Don’t let emotions cloud judgment. 6. Make time for community. 7. Develop students and learners. 8. Never accept shortcuts. 9. Communicate with clarity and purpose. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Market Competitive
NEPHILA ADVISORS, LLC
NEPHILA ADVISORS, LLC
Nashville, Tennessee
25-49 employees
In 2010 Nephila Advisors LLC was established, predominantly to assist Nephila Capital Ltd with investor relations, develop strategic trading relationships and business development in the United States. Nephila Capital Ltd is a Bermuda based investment manager specializing in reinsurance risk. Nephila offers a broad range of investment products focusing on instruments such as insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives.
Retirement Benefits Rank
Market Leading
WOODMONT INVESTMENT COUNSEL, LLC
WOODMONT INVESTMENT COUNSEL, LLC
Nashville, Tennessee
1-24 employees
Founded in 2000, we are an independent registered investment advisor (RIA) with approximately $1.3 billion in assets under management as of January 2023. While headquartered in Nashville, TN, we serve high net-worth individuals, families, business owners, endowments, foundations and trusts throughout the United States.
Retirement Benefits Rank
Top Benefits
BRENTWOOD CAPITAL ADVISORS, LLC
BRENTWOOD CAPITAL ADVISORS, LLC
Nashville, Tennessee
25-49 employees
Founded in 1999 and based in Nashville, Tennessee, Brentwood Capital Advisors is one of the South’s leading investment banks that provides mergers and acquisitions and capital raising advice to privately-held, middle market healthcare, technology and tech-enabled and outsourced services companies. BCA has served as exclusive financial advisor in 96 successfully closed transactions totaling over $6.2 billion in value in these sectors. Founded in 1999, the firm is partner-owned and has 18 investment banking professionals.
Retirement Benefits Rank
Market Leading
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COLLIER WEALTH MANAGEMENT, INC.
COLLIER WEALTH MANAGEMENT, INC.
Hendersonville, Tennessee
1-24 employees
At Collier Wealth Management, our mission is to help our ideal clients get their entire financial house in order and keep it that way...forever. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Collier Wealth Management, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
Retirement Benefits Rank
Top Benefits
FRIST CAPITAL LLC
FRIST CAPITAL LLC
Nashville, Tennessee
1-24 employees
Frist Cressey Ventures is a venture capital firm on a mission to transform healthcare and improve lives. Partnering with us means more than just capital. It means strategic support in the key areas that help businesses thrive, innovate, and deliver on their promise to affect systemic change.
Retirement Benefits Rank
Market Competitive
AVONDALE PARTNERS, LLC
AVONDALE PARTNERS, LLC
Nashville, Tennessee
1-24 employees
Provided investing advice on publicly traded companies (including healthcare) to institutional clients. Increased firm rankings at clients via impactful stock picking, networking and strategic partnerships.
Retirement Benefits Rank
Market Laggard
PAUL WINKLER, INC.
PAUL WINKLER, INC.
Goodlettsville, Tennessee
1-24 employees
• Opened new investment accounts (i.e. IRA’s Roth’s, Joint, and Individual accounts) • Processed distribution requests/ transfer funds for clients • Monitored Required Minimum Distributions • Implemented necessary paperwork for account updates (i.e. beneficiary changes, transfer on death’s, linking checking/saving accounts to investment accounts) • Participated in client meetings • Organized educational workshops for clients • Stayed current with changes in tax and social security rules and regulations
Retirement Benefits Rank
Market Laggard
SOUTHERN OAK WEALTH GROUP, LLC
SOUTHERN OAK WEALTH GROUP, LLC
Brentwood, Tennessee
1-24 employees
As we built up our team over the years, we developed a rare combination of expertise and experience, where each core member has specialized knowledge and experience in areas ranging from estate and family legacy to business succession. To this expertise we added a process for serving clients that would enable them to rely on us as the central point of access for everything related to their wealth. The result is a level of interconnection that often creates efficiencies, opportunities and a greater sense of clarity within your integrated financial life. In effect, each member of your network is talking to another, and each part of your wealth is aligned with the rest.
Retirement Benefits Rank
Top Benefits
TPG FINANCIAL
TPG FINANCIAL
Franklin, Tennessee
1-24 employees
TPG (Nasdaq: TPG) is a leading global alternative asset management firm founded in San Francisco in 1992 with $137 billion of assets under management and investment and operational teams in 12 offices globally. TPG invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. --- Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of TPG or any TPG-managed fund. TPG is not responsible for any content posted by third parties on these pages.
Retirement Benefits Rank
Below Market