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Showing 1 - 12 of 17 results
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
Plano, Texas
11-50 employees
Founded in 1974, BVA is a boutique litigation, valuation, and financial advisory firm. This year marks our 50th in business–a legacy built on the collective power of our people, and a milestone we are proud to celebrate. With integrity, conviction, and unmatched precision, our team of experts serve as trusted advisors to a diverse set of law firms, organizations, and enterprises across a wide range of industries. BVA’s professionals have experience in Big Four accounting, investment banking, and strategy consulting. Our clients include Fortune 100 companies, private equity firms and other privately funded enterprises, family-owned businesses, accounting firms, and law firms. No matter what you do, BVA has the expertise to bring clarity and resolution to the highly complex litigation, valuation, and financial situations you face. At BVA, we are focused on the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
Retirement Benefits Rank
Market Leading
SUNTX CAPITAL MANAGEMENT CORP.
SUNTX CAPITAL MANAGEMENT CORP.
Dallas, Texas
11-50 employees
SunTx Capital Partners is a leading private equity firm, which invests in middle-market manufacturing, distribution and service companies. We partner with business owners and deploy our capital, experience, and relationships to help middle-market companies maximize their potential. Our proven, pragmatic approach and comfort with complex situations has earned SunTx a reputation as a trusted partner.
Retirement Benefits Rank
Top Benefits
GLOBAL FINANCIAL SERVICES, INC.
GLOBAL FINANCIAL SERVICES, INC.
Plano, Texas
11-50 employees
Global Financial Services can find solutions for all your financing needs. From the real estate investor to small or medium size business, we can finance A, B, C, D credits as well as startup companies while still being competitive with the banks. Global is a nationally recognized financial company serving our clients financing needs. In these trying times, most banks have a policy to lend money only to those companies that don’t really need it. Additionally, most banks are one-dimensional and only do one type of financing. They are not in a position to provide all the different types of financing small to medium-sized businesses need. With our expertise and our partnerships with national lenders can provide all of your financing needs. ✓ 95% Approval Rate ✓ Approved in 24 Hours or Less Our services include but are not limited to: Equipment Leasing Equipment Financing Accounts Receivable Financing Commercial Equipment Financing Construction Equipment Financing Church Equipment Financing Medical Working Capital Loans Commercial Bridge Loans Business Acquisition Financing Restaurant Cash Advance Easy Pay Cash Advance and more... Whether you need to get new equipment, finance your accounts receivable and inventory, raise working capital, or acquire a company, Global can do it all. Whether your business has just started, or is well established, we have a financing solution for you. Please contact us today for a free, no obligation analysis of your financing needs.
Retirement Benefits Rank
Market Laggard
SFMG, LLC
SFMG, LLC
Plano, Texas
11-50 employees
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.
Retirement Benefits Rank
Top Benefits
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
Plano, Texas
11-50 employees
At Moss, Luse & Womble, LLC, we look for people who care about what they do and who they are. As a company, we also care about having fun and giving back to our community. Using our collaborative approach, all team members learn the full breadth of our comprehensive service offerings through internal professional growth opportunities. We believe this is imperative to providing exceptional client service. Our senior planners lead their teams with the expectation that staff accountants, paraplanners and associate planners will perform at their best because they are continually challenged to improve and excel. We learn from the bottom up and every task is important. Our goal is to ensure that our people are fulfilled in their roles and have every opportunity to advance their careers. For information on current job openings, visit http://www.mlwfinancial.com/careers/.
Retirement Benefits Rank
Below Market
CECIL BENEFITS GROUP, INC. DBA CECILCO
CECIL BENEFITS GROUP, INC. DBA CECILCO
Dallas, Texas
11-50 employees
Where Retirement Plan Performance Is Measurable CecilCo 401(k) Managed Solutions is a well-established leader in providing customized solutions, passionately delivered and powered by a commitment to building a successful plan by creating better performance in critical areas of plan operation and design. Improving measurable performance in areas such as plan participation, fiduciary process, investment fund selection and effective plan design with friendly administration results in successful 401(k) Plans. A Time Tested, Turn-Key approach For almost 40 years we have helped our clients become good Stewards of their employees' retirement futures with Insightful Design, Rigorous Processes and Loyal Collaboration delivered as a seamlessly integrated solution. Accredited Fiduciary Process UnBiased, Performance Driven Advice & Management The CecilCo Participant Experience Pursuit of Retirement Readiness Expert Plan Design & Administration Full Plan Design and Compliance Services
Retirement Benefits Rank
Market Competitive
BRENNAN FINANCIAL SERVICES, LLC
BRENNAN FINANCIAL SERVICES, LLC
Addison, Texas
11-50 employees
Since 1983, Brennan Financial Services has thrived on meaningful personal relationships between the client and the advisor, with ongoing communication about not only financial markets but how financial choices can help people to use their money to have the lives they want. Founded by David Brennan, and now managed by his children Darren Brennan and Debra Brennan Tagg, the mission at BFS has not changed for thirty five years: to help clients pursue financial independence through personalized investment and financial strategies. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Financial planning services offered through BFS Advisory Group, LLC, a registered investment advisor. Insurance is offered by Debra Brennan Tagg as an independent insurance agent. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Retirement Benefits Rank
Market Leading
TEXAS SECURITIES, INC.
TEXAS SECURITIES, INC.
Carrollton, Texas
11-50 employees
For the Accredited Investor looking to diversify their portfolio with valuable tax advantages and potential monthly income, Crown Exploration offers Oil and Gas interests in drilling projects across the United States. For more than 27 years, Crown has set itself apart from other exploration companies by applying new technology to proven areas, keeping its investors completely informed, and holding up to unparalleled industry standards.
Retirement Benefits Rank
Market Leading
WEALTH PARTNERS ALLIANCE
WEALTH PARTNERS ALLIANCE
Dallas, Texas
11-50 employees
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Leading
VISIONPOINT GROUP LLC
VISIONPOINT GROUP LLC
Dallas, Texas
11-50 employees
VisionPoint Advisors, founded in 1982, in an independent Registered Investment Advisor and financial services company with over 25 advisors in 7 states and with four management offices located in Dallas, TX (Headquarters), Sioux Falls, SD, Wichita, KS, and West Des Moines, IA. We serve our clients, employees, advisors, and business owners in a manner that impact professional growth, personal satisfaction, and financial success. VisionPoint continues to build a professionally managed firm with the Core Values of Collaboration with a Team, Service mentality, positively Impact those we serve; to do this we must be Hungry, Humble, and People Smart. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Investment advice offered through VisionPoint Advisory Group, LLC, a Registered Investment Advisor, and a separate entity from LPL Financial. 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. For a list of states in which I am/we are registered to do business, please visit www.vpadvisor.com.
Retirement Benefits Rank
Below Market
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SECURITIES TRANSFER CORPORATION
SECURITIES TRANSFER CORPORATION
Plano, Texas
11-50 employees
Securities Transfer Corporation is a full service stock transfer agent and fund administrator providing industry leading service at an affordable cost.
Retirement Benefits Rank
Below Market
INSIGHT WEALTH PARTNERS, LLC
INSIGHT WEALTH PARTNERS, LLC
Plano, Texas
11-50 employees
Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing comprehensive financial planning and investment management expertise to enable our clients to achieve their personal financial goals and live out their dreams. The principles of stewardship, discipline and balanced perspective will guide all the financial decisions that we will make on behalf of Insight Wealth Partners' clients.
Retirement Benefits Rank
Market Competitive