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Showing 1 - 10 of 10 results
WINCHESTER RADIOLOGISTS, P.C.
WINCHESTER RADIOLOGISTS, P.C.
Winchester, Virginia
25-49 employees
We provide comprehensive diagnostic imaging and treatment services in the Northern Virginia area. Our mission is to optimize patient care by providing state of the art, accurate and timely radiological services to our patients and their doctors.
Retirement Benefits Rank
Top Benefits
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
Harrisonburg, Virginia
1-24 employees
Graves Light Lenhart Private Wealth Management provides experienced wealth management and investment strategies for clients in Virginia and beyond. We use data-driven systems to create custom portfolios for a comprehensive approach to managing your wealth.
Retirement Benefits Rank
Top Benefits
KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS, LLC
KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS, LLC
Harrisonburg, Virginia
1-24 employees
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Retirement Benefits Rank
Below Market
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC
Harrisonburg, Virginia
1-24 employees
Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Strategent’s client service strategy is that successful individuals and families require and deserve sound financial strategies, investment management and advisor oversight. In essence, Strategent provides a “personal” chief financial officer service to its clients, just as successful corporations rely upon a chief financial officer to execute and manage their financial concerns. Through its consultative client service, Strategent provides a comprehensive financial solution to meet the needs of its clients. By thoroughly understanding its clients’ goals and objectives, Strategent is well positioned to provide the appropriate investment plans and advanced planning tools that they require. Strategent Financial is an independent, fee-only advisory firm. As a registered investment advisory firm, Strategent has a fiduciary responsibility to its clients. Strategent is compensated solely from its clients and does not receive commissions from third parties for selling products.
Retirement Benefits Rank
Market Leading
BUTTONWOOD WEALTH LLC
BUTTONWOOD WEALTH LLC
Winchester, Virginia
1-24 employees
We combine cutting-edge technology and a philosophy based on the idea of balance to help our clients achieve a new level of financial control and overall well-being. Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through Buttonwood Wealth, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Buttonwood Wealth 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 Leading
ARCURI ASSOCIATES WEALTH MANAGEMENT LLC
ARCURI ASSOCIATES WEALTH MANAGEMENT LLC
Charlottesville, Virginia
1-24 employees
Arcuri Associates is a Veteran-owned business. We take a customized yet simple approach to planning: understand our clients in an effort to make the most suitable decisions possible. We take time to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Building long-term relationships that encourage open and honest communication has been the cornerstone of our client/advisor relationships. Together, we develop and implement the recommendation and then monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals, and when necessary, we will adjust your financial plan. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Arcuri Associates Wealth Management are separate entities 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. • The financial professionals associated with LPL 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.
Retirement Benefits Rank
Top Benefits
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WATER STREET FINANCIAL, LLC
WATER STREET FINANCIAL, LLC
Winchester, Virginia
1-24 employees
Water Street Financial is a locally owned and operated wealth and financial management firm that specializes in comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners LLC, a registered investment advisor. Wealthcare Advisory Partners LLC and Water Street Financial are separate entities from LPL Financial. Tommy Stine is solely an investment advisor representative of Wealthcare Advisory Partners LLC and is not affiliated with LPL Financial. The financial professionals associated with Water Street 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 Leading
LARSON WEALTH MANAGEMENT, LLC
LARSON WEALTH MANAGEMENT, LLC
Harrisonburg, Virginia
1-24 employees
Welcome to Larson Wealth Management, your source for full-service comprehensive financial and retirement planning in Harrisonburg, VA. Our goal is to provide you with objective, pertinent, timely financial advice as we work alongside your CPA, attorney, and other advisors as we implement and monitor your financial plan. We have the experience and tools to help strategically formulate your financial plan and keep you on the right path as you go through your retirement planning. The LPL Financial Registered Representative associated with this page may discuss and/or transact securities business with representatives of the following states: Virginia, Maryland, District of Columbia, West Virginia, Tennessee, New York, Florida, Pennsylvania, North Carolina, Arizona, Georgia, South Carolina, and Massachusetts. For a list of states in which we are licensed to do business, please visit www.larsonwealthmgt.com 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. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org
Retirement Benefits Rank
Market Leading
BRIAR OAK INVESTMENTS III, LLC
BRIAR OAK INVESTMENTS III, LLC
Winchester, Virginia
1-24 employees
Our Mission is To Maximize returns and build sustainable growth that is based on long-term planning by specializing in the real estate sector ,as a core activity, and diversifying into other local and international investments , while adhering to high standards, and social responsibilities,.
Retirement Benefits Rank
Market Laggard
THE LEGACY FOUNDATION
THE LEGACY FOUNDATION
Charlottesville, Virginia
All Size Average employees
The Legacy Foundation, LLC is an independent firm providing financial planning strategies and asset management. For 30 years we have been advising clients, primarily university employees, using our expertise in the area of pension planning and our comprehensive understanding of the myriad choices and changes that occur with employer benefit plans. Our comprehensive financial counseling includes: · Assessing our clients’ current financial positions and identifying any deficits that may impede attainment of their financial goals. · Reviewing the core benefits available to our clients as employees: retirement plans, health care plans, disability and life insurance to ensure those employer plans are being utilized in the most advantageous ways. · Assembling financial strategies using the most tax favored programs and products that address short and long-term financial goals. Our advising staff consists of professionals with a vast range of distinguished credentials, including Chartered Financial Consultant, Accredited Asset Management Specialist, Chartered Financial Analyst, MBA, Securities Registrations with LPL Financial – series 6, 63, 7, 24. In addition, we are health and life insurance licensed.
Retirement Benefits Rank
Top Benefits