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Showing 1 - 12 of 43 results
THE CHARLES SCHWAB CORPORATION
THE CHARLES SCHWAB CORPORATION
Westlake, Texas
500+ employees
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Retirement Benefits Rank
Market Competitive
FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS
FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS
Plano, Texas
500+ employees
Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. For more information on Fisher Investments, please visit www.fisherinvestments.com. Careers Page: https://www.fisherinvestments.com/en-us/careers Important disclosures: https://www.fisherinvestments.com/en-us/disclosures Privacy Policy: https://www.fisherinvestments.com/en-us/privacy Community guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Retirement Benefits Rank
Market Leading
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
MMWK MANAGEMENT INC.
MMWK MANAGEMENT INC.
Plano, Texas
51-200 employees
Paradyme, formerly Paradyme Management, delivers enterprise-wide solutions that align information technology and business process to drive measurable results for organizational transparency, operational efficiency and business agility. Paradyme provides business and IT consulting services to public and private sector clients. Governments and large corporations are often composed of many departments that operate independently according to their business function. Paradyme delivers an integrated service methodology for bridging departmental silos and connecting resources directly to enterprise-wide goals. Our core competency is the strategic application of technology to improve business functions. We leverage information technology to produce meaningful business insights that support process optimization. Integrated Service Methodology Paradyme’s strength lies in the horizontal integration of its service lines. We offer clients holistic solutions by bringing our expertise in each service line to every project. Our service methodology draws from a broad range of business and IT consulting practices including Service Oriented Architecture, Business Intelligence and Business Process Management. Every project receives a unique composite of services to efficiently achieve objectives and maximize return on investment. We deliver sustainable benefits across three common business needs: Organizational Transparency: cross enterprise data integration and reporting for comprehensive information-based strategy and decision making Operational Efficiency: Streamlined business processes supported by performance metrics Business Agility: Flexible IT infrastructure that provides the business with the ability to rapidly adapt to changes in the marketplace
Retirement Benefits Rank
Market Leading
LACORE ENTERPRISES
LACORE ENTERPRISES
Melissa, Texas
51-200 employees
LACORE exists to empower people and businesses of all shapes and sizes with the resources necessary to achieve their unique goals. We actively embrace and create innovation while remaining rooted in our core values of integrity and heart. LACORE™ Enterprises, LLC started in 2011 as a consulting firm supporting businesses with a team of innovative, creative, and engaged enthusiasts. The company grew to a full-service firm serving global markets. Today, we operate as a high-quality sales development and investment agency with 75+ employees. We offer vertically integrated business services, including product development, a testing lab, merchant processing, a cGMP state of the art manufacturing plant, warehousing, and fulfillment operations.
Retirement Benefits Rank
Below Market
NOBLE ROYALTIES, INC.
NOBLE ROYALTIES, INC.
Addison, Texas
51-200 employees
Welcome to Noble Royalties – The Nation’s Largest Independent Oil & Gas Royalties Buyer. Established in 1997, the Texas-based Company has acquired over $1.75 Billion in minerals, royalties and ORRI from landowners, aggregators, public and private oil and gas companies, and owns over 145,000 distinct royalty interests in 83,000 producing oil & gas wells across 30 states. Consider Noble first. We are buying. Contact Chase Morris or Shannon Manner to sell minerals & royalties or discuss creative capital solutions. Chase Morris - [email protected] Shannon Manner - [email protected]
Retirement Benefits Rank
Market Competitive
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
LEGACY CONSULTING GROUP
LEGACY CONSULTING GROUP
Plano, Texas
1-10 employees
Legacy Consulting Group is a financial planning firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs. Our firm encompasses decades of experience, education and industry recognized professional designations. Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising. •This page is a publication of Legacy Consulting Group. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. •Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. •Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Legacy Consulting Group is not engaged in the practice of law. •Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Retirement Benefits Rank
Below Market
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
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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
DI MANAGEMENT, LLC
DI MANAGEMENT, LLC
Dallas, Texas
51-200 employees
Dalfen Industrial is one of the nation’s largest buyers of industrial real estate, focused on high-quality industrial properties in key markets throughout the U.S. and Canada. Dalfen’s strategy places a special emphasis on last-mile facilities critical to e-commerce fulfillment. As hands-on operators, our experienced team of real estate experts acquires, develops and manages over millions of square feet of premier commercial properties out of our nine offices. The firm’s central investment focus is on high quality, infill, last mile industrial properties and fulfillment centers which are strategically located relative to consumers, businesses and key infrastructure. The Dalfen team owns and operates over 40 million square feet of industrial properties in the U.S. and Canada. DI’s vertically integrated team, which is organized within specialized functions and leverages a multi-disciplinary approach to investment decision-making, has enabled the firm to consistently provide investors with exceptional returns across multiple market cycles. Dalfen Industrial’s headquarters office is located in Dallas, TX with regional offices in the Bay Area, Phoenix, Denver, Chicago, Cincinnati, Philadelphia, Raleigh, Atlanta, Orlando, Austin and Montreal, Canada.
Retirement Benefits Rank
Below Market