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Showing 1 - 12 of 59 results
THE WINDACRE PARTNERSHIP LLC
THE WINDACRE PARTNERSHIP LLC
Houston, Texas
1-24 employees
The WindAcre Partnership
Retirement Benefits Rank
Top Benefits
EARLY MCCLINTIC & MCMILLAN, LLP
EARLY MCCLINTIC & MCMILLAN, LLP
Stafford, Texas
1-24 employees
At Early McClintic & McMillan, we believe it’s our job to look out for our clients – the same way we’d look out for our friends and neighbors, the same way they’d look out for us. And we do that by providing financial guidance and investment planning that’s both focused on the future and grounded in the day-to-day, helping you take life as it comes, while building toward the future you’ve always wanted. Early McClintic & McMillan, LLC is an independent investment adviser registered with The U.S. Securities and Exchange Commission, CRD 288427.
Retirement Benefits Rank
Top Benefits
W.S. FARISH & COMPANY
W.S. FARISH & COMPANY
Houston, Texas
1-24 employees
W S Farish & Company is a government administration company based out of 1100 La St Ste 1200, Houston, Texas, United States.
Retirement Benefits Rank
Top Benefits
WJ INTERESTS, LLC
WJ INTERESTS, LLC
Sugar Land, Texas
1-24 employees
WJ Interests' mission is to provide our clients with freedom from financial worries so they can focus on their goals, passions and personal pursuits in life. We maintain a Fee-Only structure which means we are paid only by our clients and will never receive commissions or compensation from any other source on any transactions made on our client's behalf, in order to maintain independence and objectiveness in our recommendations. We understand that each client's situation is unique and will strive to customize the service and recommendations as necessary in order to help them achieve their particular goals and objectives.
Retirement Benefits Rank
Top Benefits
THE CATALYST GROUP, INC.
THE CATALYST GROUP, INC.
Houston, Texas
1-24 employees
At the Catalyst Group, we believe long-term partnerships with business owners, entrepreneurs and employees produce the greatest outcomes. We are more than capital providers. We work closely with management teams to develop and execute strategic plans which drive operational excellence and improve financial outcomes for all stakeholders. The firm has the flexibility in its approach and structure for each company’s specific needs. We believe that performance should be driven by operational growth, not financial engineering, and we do not operate under limited time horizons but instead develop thoughtful strategic plans that generate long-term value for the company. Over our nearly 30-year history, we have funded more than 100 companies and have established a reputation built on trust. We employ a win-win transaction thought process which allows logic to prevail, guided by integrity and decades of experience. Connect with us here and learn more about our team at tcgfunds.com.
Retirement Benefits Rank
Top Benefits
HERITAGE WEALTH MANAGEMENT
HERITAGE WEALTH MANAGEMENT
Houston, Texas
1-24 employees
At Heritage Wealth Management, core professional values such as accountability, integrity, and honesty combine seamlessly with traditional values such as respect, family, and faith. Our objective is to provide our clients with high-quality financial advice that has an impact on, and is influenced by, their daily lives and how they live them. Sound financial planning allows the client’s financial objectives to be addressed and refined, empowering them to focus on what is truly important to them and to their families. We believe that the best way to serve is to walk beside you during important financial decisions that occur in your life. As a Steward of your money, it is our responsibility to bring all the elements of your financial life together, not just the investments, to advocate for you and help you live the life you deserve.
Retirement Benefits Rank
Market Leading
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FREEDOM DAY SOLUTIONS, LLC
FREEDOM DAY SOLUTIONS, LLC
Houston, Texas
1-24 employees
Freedom Day Solutions™ is a financial advisory service focused on financial planning, investment management, and ongoing guidance. Leading with an income streams-first approach, we work with our clients to encourage financial freedom through a custom one-page income plan that shows predictable retirement income until the age of 100.
Retirement Benefits Rank
Market Competitive
STRATEGIC ADVISORY SERVICES LL
STRATEGIC ADVISORY SERVICES LL
Houston, Texas
1-24 employees
Strategic Advisory Services, L.L.C., a Registered Investment Advisory Firm since 1985, is a comprehensive Life and Wealth Management Firm, that provides clients with the choices and decisions they need to make when dealing with complex issues concerning themselves, their families and their communities. Our services include retirement planning, risk management, asset allocation, and other areas of financial planning. We pride ourselves in helping clients set goals and achieve them. We guarantee that when you start a relationship with us, you won't just be receiving financial advice; you will be receiving a life coach with a financial planning certification. Our mission is to help make our clients'​ financial lives easy... Again.
Retirement Benefits Rank
Market Leading
BEO HOLDINGS LLC
BEO HOLDINGS LLC
Houston, Texas
1-24 employees
EOX HOLDINGS LLC is a financial services company based out of 5718 WESTHEIMER RD, Houston, Texas, United States.
Retirement Benefits Rank
Top Benefits
VIRAGE CAPITAL MANAGEMENT, LP
VIRAGE CAPITAL MANAGEMENT, LP
Houston, Texas
1-24 employees
• Work closely with company CFO/Controller overseeing daily accounting operations, expense allocations, cash flow, and discussing operational strategy of funds accumulating over $1.1 billion • Compile data and analytical research on litigation cases regarding car crashes and auto insurance • Compile and distribute companywide loan repayment summaries, via Excel, of over $200,000 on an average weekly basis
Retirement Benefits Rank
Below Market
SUNLAND CAPITAL, LLC
SUNLAND CAPITAL, LLC
Houston, Texas
50-99 employees
SUNLAND CAPITAL LLC is an investment management company based out of 24 GREENWAY PLZ, Houston, Texas, United States.
Retirement Benefits Rank
Below Market
SEGMENT WEALTH MANAGEMENT, LLC
SEGMENT WEALTH MANAGEMENT, LLC
Houston, Texas
1-24 employees
Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial success. Segment specializes in investment strategies and provides asset management services, with customized portfolio construction integrating high disciplined tax and risk management.Segment Wealth’s team are passionate about delivering an independent wealth experience to their clients which will allow them to stress less and live the life they have always envisioned for their business and family.
Retirement Benefits Rank
Below Market