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Showing 1 - 12 of 29 results
AC ASSET MANAGEMENT INC
AC ASSET MANAGEMENT INC
San Antonio, Texas
1-24 employees
RVA Asset Management Group is a real estate company based out of 6800 Park Ten Blvd # 112n, San Antonio, TX, United States.
Retirement Benefits Rank
Top Benefits
THE MICHAEL KENTOR COMPANY DBA KENTOR
THE MICHAEL KENTOR COMPANY DBA KENTOR
Austin, Texas
1-24 employees
The more money you have, the more people there are who want to tell you what to do with it. Choosing the right financial advisor from among the teeming hordes eager for your business can be a daunting task. So why should you consider Kentor? What makes us different from everybody else? Panoramic Financial Vision. Our approach is comprehensive, encompassing all the factors that affect your financial well-being, from investments to estate planning to insurance. We don’t do everything for every client – our level of involvement is entirely up to you – the point is, we can. Our expertise goes far beyond that of your typical investment consultant or portfolio manager. We’re financial strategists. We devise (and constantly refine) strategies for meeting your goals. We pull in the finest talent and resources from every sector of the financial world in order to give you every possible advantage. If we don’t have what you need, we go find it. If we can’t find it, we create it – whatever it takes to maximize your financial potential. Who is a typical Kentor client? Someone with considerable financial expertise, or very little; someone whose main priority is preserving capital, or making it grow; someone who likes to be very involved in managing his or her assets, or relatively uninvolved. There is no typical Kentor client. Consequently, there is no typical Kentor financial strategy. Securities offered through Lion Street Financial, LLC, member FINRA & SIPC. Investment Advisory Services offered through Kentor and Lion Street Advisors, LLC. Lion Street Financial and Lion Street Advisors are not affiliated with Kentor.
Retirement Benefits Rank
Market Laggard
MERIDIAN WEALTH ADVISORS, LLC
MERIDIAN WEALTH ADVISORS, LLC
Austin, Texas
1-24 employees
Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals. We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience. As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.
Retirement Benefits Rank
Top Benefits
THE MAM GROUP, LLC
THE MAM GROUP, LLC
Austin, Texas
1-24 employees
Comprehensive wealth management and financial planning. -- Advisory Services offered through Waterloo Capital, L.P. d/b/a AMG Wealth Advisors, an SEC Registered Investment Advisor
Retirement Benefits Rank
Market Competitive
OPTAS, LLC
OPTAS, LLC
Austin, Texas
1-24 employees
Today's modern applications and Services are complex to manage. Traditional tools have limited capabilities allowing you to manage the infrastructure a server as oppose to the Service. Apscout, SaaS-Based Service Discovery & Dependency Mapping, provides Service owners a new and easy-to-use automated way to discover, map, and manage Services hosted on physical, virtual, private or public Clouds. With Apscout, you can discover your Services and infrastructure in minutes; map the dependencies and view how components communicate with each other; tracking configuration changes that might have an impact on your Service and users; and collect realtime performance metrics that can be used to troubleshoot issues or intelligently plan a Service-centric migration.
Retirement Benefits Rank
Market Leading
SEEDSAFE FINANCIAL LLC
SEEDSAFE FINANCIAL LLC
Austin, Texas
1-24 employees
Promoted to Associate Advisor after passing the CFPⓇ Exam in March 2023.
Retirement Benefits Rank
Market Leading
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AUSTIN BUSINESS FINANCE DBA BACKD
AUSTIN BUSINESS FINANCE DBA BACKD
Austin, Texas
25-49 employees
Business Finance Solutions assists small (less than $5 million annual revenue) and mid-sized companies ($5 million to $50 million) with secure debt, equity from private equity funds, subordinated debt, real estate loans, equipment loans, working capital loans, factoring arrangements, and asset-based loans. We have decades of finance, banking and strategic management experience. Industries we finance: Oil & Gas industry service companies Industrial Fabricators Manufacturing Wholesale distribution Import/export financing Real estate development Import/export financing to Central and South America Frozen seafood inventory and equipment financing for U.S. based importers and exporters of frozen seafood and fish
Retirement Benefits Rank
Below Market
WEALTH STRATEGIES, INC.
WEALTH STRATEGIES, INC.
Buda, Texas
1-24 employees
Wealth Strategies, Inc. consists of experienced professionals with a "hands on" approach to financial guidance. They believe their clients find their team members knowledgeable, and they discover that their staff truly cares about helping clients pursue their goals. Focusing on executive compensation analysis, retirement plan design, business succession planning, risk management, estate planning and tax strategies, the staff at Wealth Strategies, Inc. design a unique plan incorporating clients risk tolerance, goals, objectives, and time constraints.Certified Financial Planner® Practitioner and Registered Principal with Triad Advisors and is the President and Senior Advisor of Wealth Strategies, Inc.
Retirement Benefits Rank
Below Market
FIRST CAPITAL GROUP
FIRST CAPITAL GROUP
San Antonio, Texas
1-24 employees
First City Floors is a consumer goods company based out of 11973 Starcrest Dr, San Antonio, Texas, United States.
Retirement Benefits Rank
Market Laggard
CAERUS INVESTMENT ADVISORS, LLC
CAERUS INVESTMENT ADVISORS, LLC
West Lake Hills, Texas
1-24 employees
CAERUS, THE GREEK GOD, IS THE YOUNGEST SON OF ZEUS AND THE PERSONIFICATION OF LUCK, OPPORTUNITY, AND FAVORABLE MOMENTS. CAERUS CAN ONLY BE SEIZED BY HIS SINGLE LOCK OF HAIR WHEN HE ARRIVES. LIKE OPPORTUNITY, ONCE HE PASSES - HE’S GONE FOREVER. CAERUS, THE FIRM, IS A GLOBAL MULTI-FAMILY OFFICE OPERATING AS AN INDEPENDENT RIA REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION. CAERUS IS A FULL SERVICE FIRM PROVIDING HOLISTIC WEALTH MANAGEMENT SOLUTIONS TO HIGH NET WORTH INDIVIDUALS, FAMILY OFFICES, FOUNDATIONS, AND ENDOWMENTS. Caerus Investment Advisors, LLC is a Registered Investment Adviser. This platform is solely for informational purposes.
Retirement Benefits Rank
Below Market
SCOUT VC LLC
SCOUT VC LLC
Austin, Texas
1-24 employees
Scout Usa is a company based out of 1505 Villanova Dr, Austin, Texas, United States.
Retirement Benefits Rank
Top Benefits
CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP
CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP
New Braunfels, Texas
1-24 employees
Christian Financial Advisors® is a full-service advisory, financial planning, and investment management firm of experienced professionals. We use a comprehensive team approach consisting of Investment Advisor Representatives and financial planners, and partner with CPAs and attorneys all focused on understanding our clients’ total financial and wealth management needs, wants, goals and dreams. The founders, Bob and Rachael Barber, started in the investment business in 1984 under the name Barber Investments. Christian Investment Services was later founded in 1992 and is now one of the oldest and largest independent wealth management firms started and headquartered in New Braunfels, TX between San Antonio and Austin. Christian Financial Advisors serves clients in Texas and across the nation. Christian Financial Advisors has both experienced and young talent to carry the firm far into the future to serve the needs of its present clients, as well as the needs of their children and grandchildren for many generations to come, in Texas and across the United States. * Investment advisory services offered through Christian Investment Advisors Inc. DBA Christian Financial Advisors, a registered investment advisor. ** All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice. Christian Financial Advisors | 672 Ridge Hill Drive, New Braunfels, TX 78130
Retirement Benefits Rank
Top Benefits