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Showing 1 - 11 of 11 results
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
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
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 Competitive
INVESTMENT INSURANCE COORDINATORS, INC.
INVESTMENT INSURANCE COORDINATORS, INC.
Katy, Texas
1-24 employees
INVESTMENT INSURANCE COORDINATORS, INC. is an insurance company based out of 848 DOMINION DR., STE. 100, KATY, Texas, United States.
Retirement Benefits Rank
Market Leading
CEERA INVESTMENTS, LLC
CEERA INVESTMENTS, LLC
Bellaire, Texas
1-24 employees
CEERA INVESTMENTS, LLC is an SEC registered investment advisory firm based in Bellaire/ Houston, Texas, United States. CEERA manages assets for various types of clients using a value-based investment philosophy.
Retirement Benefits Rank
Market Leading
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KINGS PATH PARTNERS LLC
KINGS PATH PARTNERS LLC
Sugar Land, Texas
1-24 employees
We founded Kings Path to provide personalized financial advisory and investment consulting services to clients who desire to steward their financial resources well. Our commitment is to put your interests first and to serve and guide you with honesty, respect, and care. We seek to significantly raise the bar of personalized service provided by the financial advisor industry. Our mission is to create joyful and confident stewards of wealth through purposeful planning, thoughtful investment counsel, and personable service.
Retirement Benefits Rank
Top Benefits
TURNKEY FINANCIAL SERVICES, LLC
TURNKEY FINANCIAL SERVICES, LLC
Houston, Texas
1-24 employees
At Turnkey Financial Services, LLC, we have multiple residential mortgage loan programs that fit all of the varying levels of today's home purchasers. No matter what your income, down payment or credit history, in most cases, Turnkey Financial Services, LLC has a product for you. Whether it's FHA, conventional fixed, adjustable, construction or jumbo, we have the products that can service your needs.
Retirement Benefits Rank
Below Market
FUSION BROKERAGE USA, INC.
FUSION BROKERAGE USA, INC.
Houston, Texas
1-24 employees
Petroleum consulting for McKinsey & Co. , SNK Petroleum Wholesalers and last assignment business development consulting for Fusion Brokerage USA
Retirement Benefits Rank
Top Benefits
BADGER FINANCIAL, LLC
BADGER FINANCIAL, LLC
Houston, Texas
1-24 employees
Wealth management firm offering financial planning, retirement planning, tax planning, insurance planning and estate planning. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Altere Financial 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
Market Laggard
TITAN RETIREMENT ADVISORS, LLC.
TITAN RETIREMENT ADVISORS, LLC.
Fulshear, Texas
1-24 employees
2017, 2018, and 2019 Top DC Advisor Teams (Teams with over $100 Million in AUA) awarded by the National Association of Plan Advisors, the American Retirement Association. 2015, 2016, 2018, and 2019 Top 401 Retirement Plan Advisors (Financial Times) Registered Fiduciary (RF) and Fully Independent Registered Investment Advisor (RIA) Invest Titan is your 401(k) expert, serving as an ERISA consultant and third party Investment Fiduciary. Titan specializes in acting as an investment fiduciary for corporate retirement plans, Non-profit retirement plans, and high net worth families. Titan partners with business owners, executives, financial advisors, and other parties involved in a fiduciary role. Titan's proprietary technology assists with tracking, ranking, scoring, and evaluating 25,000+ fund managers to enhance investment selection, streamline investment reporting, and alleviate the fiduciary burden and liability.
Retirement Benefits Rank
Below Market