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61-90 of 333 results

  • www.hackett-group.com
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The Hackett Group, was founded in 2011 by Toni Hackett Antrum, and is the successor organization to Washington Hackett, Smith & Company, founded in 1988, the ground breaking organization founded in 1988 as the first minority-owned pension consulting..
Relevance: 35.767242
  • 360wealthconsulting.com
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Information on our website is intended for informational purposes only. Please seek help from a professional before taking actions impacting your financial decisions. Investment advisory services offered through 360 Wealth Consultants, LLC, a..
Relevance: 35.67891
  • www.iffinancialservices.com
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Integrity Financial Services, LLC is a licensed insurance agency founded in 2008. Investment advisory services provided by Compass Coaching and Consulting, LLC, established in 2023. Compass Coaching and Consulting, LLC operates under the brand name..
Relevance: 35.677383
  • www.ellowitch3.com
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Jim and David Ellowitch are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial..
Relevance: 35.501675
  • www.figcapital.com
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FIG Capital, founded in 2011, is a wealth management and institutional retirement plan consulting practice providing investment insight and financial services to individuals, business entities, and non-profit organizations. The independent practice..
Relevance: 35.226612
  • caponifinancial.ca
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Caponi Financial is a leading edge insurance, benefits consulting, pension advisory and financial planning firm composing of credentialed employees committed to excellent client-service with an added personal touch... Working closely with..
Relevance: 35.194958
  • www.stpedroassociates.com
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We strive to encompass the current and future needs of our clients' financial life. Some of the varied financial advice and wealth management services we provide include skilled money management, investment strategy, insurance consulting, tax..
Relevance: 34.96425
  • entasisam.com
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We believe the average investor pays too much for financial planning and portfolio advice. We also believe that costs quickly limit the potential for wealth compounding. Our fee schedule is designed to be below industry averages... We believe it is..
Relevance: 34.941383
  • mycreditgenius.com
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My Credit Genius was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today we provide an integrated platform..
Relevance: 34.76455
  • www.ernstwealth.com
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Ernst & Co. Wealth Management, LLC is a boutique wealth management firm with a focus on cultivating highly personal relationships with clients and focusing on their individual needs. Built on the cornerstones of Discipline, Patience, and Conviction,..
Relevance: 34.72987
  • www.dickinsonbarnum.com
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Dickinson Barnum Investment Management, LLC is an independent, Registered Investment Advisory (RIA) firm with the state of Arkansas and was organized as a limited liability company in the state of Arkansas in August 2011... Dickinson Barnum..
Relevance: 34.465225
  • www.401kquote.com
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We also provide a dedicated local service team that will provide employee education meetings, investment performance meetings, and plan sponsor level service on an ongoing basis... Would you like keep your existing 401(k) provider, but maximize the..
Relevance: 34.216118
  • www.jontanconsulting.com
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Jon Tan Consulting provides advisory services to: Select individuals and families, Privately-held businesses, Qualified retirement plans, Non-profit organizations, Government entities. Our firm is dedicated to helping clients achieve their financial..
Relevance: 34.107506
  • corporateadvisorsgroup.com
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Raymond James does not endorse any of the above companies. With the exception of NWPS, Raymond James is not affiliated with the above companies... SHRM 401(k) Solutions by Raymond James is a branding name for the agreement between SHRM and Raymond..
Relevance: 33.974598
  • www.wespacadvisorsllc.net
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Since 1977, WESPAC has been an industry leader in retirement plan consulting, investment advisory, and health & welfare benefits. Our premier recordkeeping technology and professional service have enabled our firm to grow steadily for over 30 years...
Relevance: 33.85
  • ballwealthmgt.com
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Ball Wealth Management is a fee only Registered Investment Advisory firm. Our goal is to help our clients build and preserve their wealth. We provide comprehensive financial planning, investment consulting, and tax planning to both individuals and..
Relevance: 33.794537
  • www.lucidadvisors.com
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Formed in 2001, Lucid Advisors, Inc.® takes a unique view of overall plan management from the perspective of evaluating risk - not simply investment risk, but the broader context of fiduciary risk. Our services enable clients to make fully informed..
Relevance: 33.73168
  • carbonwa.com
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Mariner Advisor Network (MAN) is a brand utilized by Mariner Platform Solutions ("MPS"), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives ("IAR") registered with MPS... At..
Relevance: 33.712906
  • vcm-wealth.com
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Vavra Capital Management, LLC (VCM) d/b/a VCM Wealth is a Pennsylvania, New Jersey, Delaware and Florida state registered investment advisory firm. VCM Wealth and its representatives are in compliance with the current filing requirements imposed upon..
Relevance: 33.703197
  • www.bgwealthadv.com
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Biagini Grassi Advisory Group is an independent financial and investment services firm in New York and New Jersey Trust a company with over 30 years of experience help you solve your retirement income and wealth management challenges. Find out more..
Relevance: 33.611393
  • redwwealth.com
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Since 1997, REDW Wealth has successfully advised individuals and families in the Southwest, as well as tribal entities, foundations and corporate clients to build and protect their wealth. REDW Wealth is an SEC-registered subsidiary of REDW LLC,..
Relevance: 33.49375
  • houstonvaluation.com
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Houston Valuation & Advisory LLC is a business valuation firm focused on valuing privately-owned businesses and providing client-specific tailored investment advisory and litigation support services. The firm's principal, Michael J. Morgan, has..
Relevance: 33.471954
  • www.pfeiferadvisory.org
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Our firm has enjoyed the opportunity to help clients navigate the difficult landscape of the competitive financial services world. Since the launch of Pfeifer Advisory LLC in 2008, our life insurance company, asset manager, and distribution clients..
Relevance: 33.27719
  • www.vita401k.com
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Vita Planning Group is a Registered Investment Advisor firm that specializes in employer-sponsored 401(k) and 403(b) retirement plans. We provide our clients with advisory consulting services, such as administrative support, ongoing education, plan..
Relevance: 33.140118
  • aegisretire.com
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At Aegis we are your partner, here to guide, advise and administer on all aspects of your company's retirement plan... Aegis delivers ongoing retirement plan consulting solutions for our clients. For companies who demand flexible "ERISA compliant"..
Relevance: 33.01677
  • economyofgod.com
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Meaglia Financial Consulting is a full-service comprehensive financial consulting and investment advisory business. For over 40 years, Tom Meaglia has been working closely with individuals, families, business owners, corporations and non-profit..
Relevance: 32.822506
  • www.novellconsultinggroup.com
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Novell Consulting Group is focused on understanding and implementing quantitative and qualitative metrics and practices to improve business relationships between all parties marketing, selling or servicing a retirement plan. Our deep knowledge of..
Relevance: 32.800213
  • www.nutmegag.com
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Nutmeg Advisory Group is a full-service financial consulting firm offering investment management, retirement and education planning, tax strategies, insurance, and estate planning strategies. Our firm is completely independent, so our loyalty belongs..
Relevance: 32.682755
  • www.sageviewadvisory.com
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SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 270 employees located in more than 30 offices nationwide. The firm provides unbiased retirement plan and wealth management consulting services to clients..
Relevance: 32.549805
  • rmbcapital.com
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CHICAGO- October 2, 2018 -RMB Capital ("RMB"), an independent investment and advisory firm with approximately $9.3 billion in assets under management (estimated as of June 30, 2018), announced a combination with JB Investment Management ("JBIM"),..
Relevance: 32.501034