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Showing 1 - 5 of 5 results
SUMMIT WEALTH GROUP, LLC
SUMMIT WEALTH GROUP, LLC
White River Junction, Vermont
1-24 employees
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best. Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html. 13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379
Retirement Benefits Rank
Market Leading
MAPLE CAPITAL MANAGEMENT, INC.
MAPLE CAPITAL MANAGEMENT, INC.
Montpelier, Vermont
25-49 employees
Maple Capital Management, Inc. is an SEC Registered Investment Adviser with offices in Montpelier, Vermont and Atlanta, Georgia. Founded in 2004, Maple Capital Management has worked with the core belief that every portfolio should be structured to meet the individual needs and objectives of each client. We have established a strong reputation as a trusted investment manager to institutions, insurance companies and families nationwide. We are committed to serving the investment needs of our clients with a disciplined investment philosophy, a strong focus on risk control, and an extraordinary level of client service. It is our mission to serve each client with the highest level of professionalism and integrity, and to provide individualized investment management.
Retirement Benefits Rank
Below Market
CLEAN YIELD ASSET MANAGEMENT
CLEAN YIELD ASSET MANAGEMENT
Norwich, Vermont
1-24 employees
Clean Yield is an SEC-registered investment advisory firm working exclusively with social investors. Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns. Our hallmark is working closely with our clients to ensure that we are responsive to their unique financial requirements and personal values.
Retirement Benefits Rank
Market Competitive
THE FOUNDRY FINANCIAL GROUP, INC.
THE FOUNDRY FINANCIAL GROUP, INC.
Laconia, New Hampshire
1-24 employees
Helping people improve their lives through financial planning and wealth management. We serve professionals, business owners, and others committed to building a secure and fulfilling future. We are especially focused on guiding clients through the complex decision making that accompanies the transition into retirement. The Foundry Financial Group, Inc. is a Registered Investment Advisor.
Retirement Benefits Rank
Top Benefits
CREATIVE FINANCIAL STRATEGIES, INC.
CREATIVE FINANCIAL STRATEGIES, INC.
Littleton, New Hampshire
1-24 employees
You lead a very busy life in pursuing the best for yourself, your family, and your business. We’re here to help you keep your life in balance and prepare for what’s next.
Retirement Benefits Rank
Market Laggard