Companies similar to JOCELYN INVESTMENT MANAGEMENT
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  • www.jocelyninvestment.com
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Jocelyn Investment Management, LLC is a Registered Investment Advisory firm providing asset management services focused on: Retirement Plans for businesses and Wealth Management for high net worth and high income individuals... Retirement Plan..
Relevance: 30.7528
  • www.estesfinancial.net
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Estes Financial Services, Inc. is a Registered Investment Advisor firm serving clients' retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth..
Relevance: 27.957325
  • vedafinancial.com
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Veda Financial (VF) is a Registered Investment Advisory firm that provides customized, results-oriented Investment Management solutions focused on capital preservation and long-term growth... Veda Financial's Investment Advisory Firm tailored for..
Relevance: 26.714333
  • www.armorycm.com
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Armory Capital Management was founded in 2009. We are an independent investment advisory firm registered with the Securities and Exchange Commission providing fee-only portfolio management and retirement plan consulting for high-net-worth..
Relevance: 26.518122
  • aps-stl.com
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Asset Protection Strategies, LLC (APS). APS is also an..
Relevance: 25.944187
  • kincaidwealth.com
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Insurance products are offered through the insurance business Kincaid Retirement & Wealth Management, LLC. Kincaid Retirement & Wealth Management, LLC is also an Investment Advisory practice that offers products and services through AE Wealth..
Relevance: 25.831505
  • www.conciergefinancialadvisor.com
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Concierge Financial Advisor is an independent wealth management firm in Florida providing financial investment planning services for retirement... Concierge Financial Advisor LLC is a family-run investment advisory firm serving families, high net-..
Relevance: 25.60225
  • www.inoveam.com
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INOVE Asset Management ("IAM"), founded and based in the United States Virgin Islands, is a independent, fee-only, registered investment advisory firm that provides investment advisory, financial planning, financial education and consulting services..
Relevance: 25.321718
  • dokkenreport.com
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Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Dokken Report are not affiliated companies. Insurance products are offered through the insurance business Dokken Report. Dokken Report is an Investment..
Relevance: 25.198284
  • www.aiai.biz
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American Investment Advisors, Inc. (AIAI) has been providing discretionary investment management for retail investors, high net worth individuals, corporations, retirement plans and non-profit entities since 1991. AIAI is an independent, fee-only..
Relevance: 25.106707
  • www.qpadvisory.com
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At Qualified Plan Advisory, we are providing best individual retirement investment strategies and 401K 403B Planning management for companies in Costa Mesa, CA... Scott established Qualified Plan Advisory in 2004 to work with employers helping them..
Relevance: 24.863575
  • www.ziklagcapital.com
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Ziklag Capital Limited is committed to creating value for its diverse clientele base by ensuring low risk and regular guaranteed returns on their investment within agreed parameters... Ziklag Capital limited provides you with a comprehensive range..
Relevance: 24.747183
  • www.statetrust.com
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StateTrust is a privately owned, financial institution specializing in wealth and investment management. Garnered from decades of solid financial experience, our founding principles start with the belief that our client's success is our own. We..
Relevance: 24.721022
  • www.themarketblog.com
A registered investment advisory based in Los Angeles, California, Richard Lees Capital Management is a boutique money management firm providing personalized portfolio design and asset management to high net worth individuals, retirement plans, and..
Relevance: 24.634535
  • gregoryricks.com
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Gregory Ricks & Associates is an independent financial advisory firm that specializes in creating custom financial plans to best suit you in retirement. Gregory Ricks & Associates is an independent financial services firm that utilizes a variety of..
Relevance: 24.624582
  • www.axiaadvisory.com
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Axia Advisory is a fee-only registered investment advisor that offers a range of retirement plan and investment management consulting services to plan sponsors. Since 1992, Axia has assisted employers of all sizes in managing both their qualified and..
Relevance: 24.552238
  • www.avisensecurities.com
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Avisen Securities is a full-service investment securities firm founded on exceptional client service, personalized investment advice and independent research. The firm offers clients an expansive array of quality investment products and services..
Relevance: 24.525135
  • scotttuckersolutions.com
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc..
Relevance: 24.465765
  • www.rdlewiswealthmanagement.com
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RD Lewis Wealth Management is an independent financial advisory firm that provides investment management services to individuals, families, and businesses. We are the investment advisor of choice to many first responders and public servants providing..
Relevance: 24.457802
  • www.kochcapital.com
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Koch Capital provides simpler, smarter solutions to individuals and nonprofits for their investment management and retirement planning needs... We provide four unique service options for individuals and nonprofits, two advisory services and two non-..
Relevance: 24.386827
  • www.kochcapital.com
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We provide four unique service options for individuals and nonprofits, two advisory services and two non-advisory services... Koch Capital provides simpler, smarter solutions to individuals and nonprofits for their investment management and..
Relevance: 24.350542
  • www.spwealth.in
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SP Wealth is a Kolhapur-based leading company offering a plethora of financial services that includes Financial Planning, Retirement Solution, Child Education & Marriage Planning, Insurance/ Risk Management Solutions, Income Tax Solution, Investment..
Relevance: 24.33268
  • www.decalfinancialmanagement.com
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Decal Financial Management is a San Diego-based firm providing Financial Management and Investment Advisory Services. We advise individuals, families, corporations, institutions, endowments, foundations, on how to best achieve their financial goals...
Relevance: 24.324348
  • josephgroup.com
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Fee-only, fiduciary financial advisors helping clients live great lives. Offering investment management, wealth advisory and retirement plan services...
Relevance: 24.265583
  • www.nwkgroup.com
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NWK Group is an independent investment advisory firm based in San Francisco, California. Founded in 2002, we work with individuals and families, as well as corporate and nonprofit institutions in the greater Northern California area, providing..
Relevance: 24.240768
  • www.smart-advisory.com
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We offer securities brokerage services, specializing in asset management and retirement account services. We believe in a personalized approach, with investment strategies based the individual... Smart Investments Advisory Inc. is a registered..
Relevance: 24.238945
  • www.journeyadvisory.group
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Journey Advisory Group, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC #801-79934)... Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management..
Relevance: 24.224339
  • www.totalfinancialplanning.com
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Investment advice should not only be for the ultra-high net worth. Total Financial Planning, LLC, is an independently owned boutique investment advisory firm that focuses on: • Retirees • Retirement Planning • Financial Planning for College • Federal..
Relevance: 24.192905
  • asgretire.com
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Fee based financial planning and investment advisory services are offered through ASG Investment Management, LLC., a Registered Investment Advisory Firm CRD #292445. (Registration does not imply a certain level of skill or training). Insurance..
Relevance: 24.174732
  • tavasyacapital.com
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Tavasya Capital Private Limited is a boutique advisory company based in Hyderabad and is engaged in Asset Management, Investment Advisory, Corporate Finance and Wealth Management Services. The Company provides its services to Individuals, Corporates,..
Relevance: 24.15535