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Showing 1 - 12 of 15 results
ZEVENBERGEN CAPITAL INVESTMENT
ZEVENBERGEN CAPITAL INVESTMENT
Edmonds, Washington
25-49 employees
For over 30 years, Zevenbergen Capital Investments LLC (ZCI) has pursued a growth-equity mission of investing in well-managed, early-stage, public companies with disruptive business models. ZCI prioritizes wealth creation — not simply wealth maintenance — anchored in convictions around revenue growth, the purest measure of demand. ZCI serves public funds, endowments, corporate pensions, banks and thrifts, and individual clients while managing nearly $3 billion in assets. In addition to private wealth and separately managed portfolio strategies, ZCI manages three mutual fund products within:  Zevenbergen Funds https://www.zci.com/funds  Sub-Adviser to Virtus Asset Trust https://www.virtus.com/products/zevenbergen-innovative-growth-stock
Retirement Benefits Rank
Market Competitive
F1 CONSULTANCY LLC
F1 CONSULTANCY LLC
Bothell, Washington
25-49 employees
We provide industry leading IT infrastructure services to our clients; from IT Consultancy through to Event IT Services. With a wealth of experience in the field, we can guide you through the minefield of rapidly changing technology to provide an effective solution that meets your exact requirements. Whether you're looking for some Remote IT Support, or if you're interested in Cloud Computing Services we can help you. Our expert in-house technicians can help you to identify your needs, whilst being able to propose and implement technical solutions to solve these problems; so that you can focus on what you do best. Founded in 1993, We proudly deliver reliable IT infrastructure to hundreds of events, globally, each year. With experience of working in over 70 countries worldwide supplying reliable, secure and quality systems to numerous large blue chip clients. Privately owned and with offices in Wokingham, UK and Redmond, Washington F1 Consultancy is committed to creative excellence, on time and on budget.
Retirement Benefits Rank
Market Laggard
KEYSTONE INVESTMENT GROUP, LLC
KEYSTONE INVESTMENT GROUP, LLC
Seattle, Washington
1-24 employees
- Purchase investment properties for the purpose of resale and/or rental income.- Currently manage a portfolio of multi-family homes with positive cash flow.- Involved in all aspects of the business including property acquisitions, financing, maintenance, tenant relations, and financial accounting.
Retirement Benefits Rank
Market Competitive
COMPREHENSIVE WEALTH MANAGEMENT, LLC
COMPREHENSIVE WEALTH MANAGEMENT, LLC
Lynnwood, Washington
1-24 employees
Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners. Our team of fiduciary professionals assists in the development of realistic goals, and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CMW today for more information and to begin preparing for your financial future. - - - - - Registered Representatives associated with Comprehensive Wealth Management offer securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Financial Advisors associated with Comprehensive Wealth Management offer advisory services through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. CWM & IFG are unaffiliated entities. For state licensing information please visit www.cwmnw.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Retirement Benefits Rank
Market Competitive
DUNCAN & HALEY, LTD.
DUNCAN & HALEY, LTD.
Seattle, Washington
1-24 employees
Responsible for all group insurance account management as well as some individual life, long term care and disability sales assistance.
Retirement Benefits Rank
Market Leading
BOB MCMAHON, INC. DBA PREMIER WEALTH MANAGEMENT
BOB MCMAHON, INC. DBA PREMIER WEALTH MANAGEMENT
Lynnwood, Washington
1-24 employees
Bob McMahon uses the trade name/DBA Premier Wealth Washington. All securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, MN, OR, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Retirement Benefits Rank
Market Leading
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TFS ADVISORS, LLC
TFS ADVISORS, LLC
Edmonds, Washington
1-24 employees
A boutique Financial Services Organization offering comprehensive Wealth Management and Financial Planning services along with a full line of investment, insurance, and mortgage solutions. We have amassed an unparalleled array of financial products and services from which you can draw. As one of the few true "one-stop"​ financial services organizations, TFS remains committed to providing the highest level of service and support while offering our clients and our advisers a pathway to success.
Retirement Benefits Rank
Market Competitive
ASPIRE CAPITAL ADVISORS LLC
ASPIRE CAPITAL ADVISORS LLC
Seattle, Washington
1-24 employees
Manages business operations, reporting, billing, accounting, and assists with regulatory compliance for Aspire Capital Advisors. Works closely with the Aspire team to help ensure that every client receives personalized service.
Retirement Benefits Rank
Below Market
CREATIVE MONEY
CREATIVE MONEY
Mountlake Terrace, Washington
1-24 employees
Personal financial advice without product sales.
Retirement Benefits Rank
Market Leading
LEGACY WEALTH PARTNERS, LLC
LEGACY WEALTH PARTNERS, LLC
Bothell, Washington
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
Top Benefits
NEWGROUND SOCIAL INVESTMENT, SPC
NEWGROUND SOCIAL INVESTMENT, SPC
Seattle, Washington
1-24 employees
Newground Social Investment manages money for institutions and individuals of means who are principled, proactive, and inspired to make a difference with their investments. Founded by Bruce Herbert, AIF in 1994, Newground is a values-aligned fiduciary RIA (Registered Investment Advisor) that works to meet our clients'​ long-term financial goals in a way that integrates with and reflects their values. As the nation’s first Social Purpose Corporation (SPC), we serve client financial needs while also pledging responsibility to the needs of the environment, workers, community, society, and the world at-large. Celebrated as "Money Managers and Investment Provocateurs"​,​ Newground is nationally known for its unique brand of shareholder engagement – through which corporations are called to embrace sustainability and to unlock the keys to additional profitability that come from addressing the environmental, social, and governance (ESG) issues that arise out of their operations. Newground's mission is to harness the power of business for good – in service to our clients'​ long-term financial needs as well as to the human yearning for strong and resilient communities, a healthy environment, and a robust, sustainable, and locally-determined economy. CONNECTING MONEY to WHAT MATTERS Contact Newground if you or your organization seek a values-aligned investment manager who "gets it"​ – who is as committed to your financial goals as to your social and environmental values.
Retirement Benefits Rank
Market Competitive
OPUS 111 GROUP, LLC
OPUS 111 GROUP, LLC
Seattle, Washington
1-24 employees
There is no magic silver bullet for achieving financial independence. It’s just not the way the investment world works. At Opus 111 Group, we are constantly learning and challenging our own thinking, as well as the conventional thinking out there that parades around as ‘conventional wisdom.’ We’ll tell you the truth whether we think you want to hear it or not. We don’t ‘pretend-away’ the inherent volatility of markets—we help you structure portfolios that are more resilient and functionally sound so you can take advantage of the poor decisions of others, just like some of the world’s greatest investors. The Investment Advisor Representatives (IARs) use the trade name/DBA, Opus 111 Group. All securities & advisory services are offered through Commonwealth Financial Network©, Member FINRA/SIPC, a Registered Investment Adviser. For a current list of our IARs please visit our website. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. This communication is strictly intended for individuals residing in AK, AZ, CA, CO, CT, DC, GA, ID, IL, IN, IO, KY, ME, MD, MA, MT, NV, NJ, NY, NC, OH, OR, PA, PR, RI, TX, VT, VA, & WA. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Opus 111 Group is located at 111 Queen Anne Avenue North Suite 501 Seattle, WA 98109-4925. Reach us at (206) 283-2345 or [email protected]
Retirement Benefits Rank
Market Competitive