Companies similar to JOCELYN INVESTMENT MANAGEMENT
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  • raffaadvisers.com
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At Raffa, we provide a modern, efficient approach to investigate nonprofit and association reserves, endowments, and retirement plans... RIA offers investment advisory services for families and individuals. Our focus is comprehensive portfolio..
Relevance: 24.07257
  • www.counseltrust.com
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Counsel Trust Company provides a comprehensive suite of investment advisory and management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations, as well as services to independent Registered Investment..
Relevance: 23.911036
  • www.filippiniusa.com
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Filippini Wealth Management, Inc. is a licensed real estate brokerage firm CalBRE #01937129. Filippini Investment Advisory is a registered investment advisor. This website is only intended for clients and interested investors residing in states in..
Relevance: 23.778788
  • www.colemanadvisorygroup.com
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Coleman Financial Advisory Group LLC is a full-service financial services firm specializing in retirement planning, income strategies, asset management, and estate conservation... Today's investment climate offers tremendous challenges as well as..
Relevance: 23.767773
  • barnardfinancialgroup.com
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Barnard Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM..
Relevance: 23.763727
  • arlingtoncapitalmanagementscholarship.com
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Arlington Capital Management (ACM) is a Registered Investment Advisory firm with $202 million in client assets under advisement as of 12/31/2018. The firm, which offers Proactive Investment Management, Retirement Income Planning, Tax Minimization..
Relevance: 23.748901
  • www.acg2.website
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ACG was incorporated in the state of Minnesota in 1998 to provide registered investment advisory (RIA) services to high net worth individuals and institutional retirement plans. ACG added fixed income Investment Management in 2006 and Benefits/Risk..
Relevance: 23.747374
  • www.salinestahl.com
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Founded in 2004, Saline Stahl Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Stahl..
Relevance: 23.73173
  • www.carsonchoiceretirement.com
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Carson Choice Retirement Solutions, Inc. is an Independent Registered Investment Advisory Firm, focused on personalized wealth management strategies and company 401(k) plans...
Relevance: 23.69795
  • www.campbellfinancialadvisors.com
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Campbell Financial Advisory Group of Marion, Ohio - providing investment management, financial planning, retirement planning, and estate planning strategies to individuals, families, and institutions...
Relevance: 23.697643
  • millerretirementgroup.com
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Insurance products are offered through the insurance business Miller Retirement Group. Miller Retirement Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment..
Relevance: 23.65341
  • www.macroviewim.com
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Founded in 2010 with a focus on fixed-income investing, our capabilities have grown to include comprehensive financial planning, total portfolio management, and retirement plan consulting. Disclaimer... MacroView Investment Management, LLC provides..
Relevance: 23.645563
  • www.asrpc.com
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Asset Strategy Retirement Plan Consultants (ASRPC) is an independent, fee-based consulting and investment advisory firm. We provide unbiased investment advice to plan sponsors, plan participants, and other individual clients. In addition to company-..
Relevance: 23.642305
  • piainvestments.com
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Located in Atlanta, Piedmont Investment Advisory is an independent investment management firm founded in 1989 by our General Partner, William C. Brookshire, Jr. We manage the portfolios of individuals, foundations, retirement plans, and an investment..
Relevance: 23.640488
  • www.luciawealth.com
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Andrews, Lucia Wealth Management LLC (ALWM) is a Bay Area based investment group. Our investment approach centers on Modern Portfolio Theory and evidence-based investing. We offer fee-based investment advisory services for individuals, closely held..
Relevance: 23.634773
  • plannowretirewell.com
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Insurance products are offered through the insurance business Generations Retirement Group, LLC. Generations Retirement Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a..
Relevance: 23.587955
  • www.spire-urovsky.com
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Spire Wealth Management is a Federally Registered Investment Advisory Firm. Securities offered through an affiliate Spire Securities, LLC, Member FINRA/SIPC... Dave has opened a new Spire Investment Partners, LLC office in Frederick, MD. We provide..
Relevance: 23.586615
  • www.hochfinancial.com
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Hoch Financial is backed by INVST which is an independent Registered Investment Advisory Firm (RIA). Partnering with an independent RIA gives us the ability to have the best platform at our fingertips in order to serve our clients... We are a fee-..
Relevance: 23.568619
  • summitretire.com
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Insurance products are offered through the insurance business Summit Retirement Services . Summit Retirement Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered..
Relevance: 23.556675
  • www.wellesley.ie
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Wellesley Investments & Pensions Ltd. is a financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement planning and provisioning... Registered in Ireland, No. 440388. Wellesley..
Relevance: 23.527916
  • www.capitalsaratogawealth.com
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Capital Saratoga Wealth Management is a dba of PKS Advisory Services, LLC (PKSA), a SEC registered investment advisory firm established in 2001, headquartered in Albany, NY. PKSA currently has relationships with Fidelity (FIWS), Schwab, and TD..
Relevance: 23.491821
  • www.cfgretirement.com
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Investment Advisory Services offered through Assured Retirement Financial Group, Inc DBA CFG Retirement. CFG Retirement is a Registered Investment Advisory firm with the SEC... We don't strive to be the biggest advisory firm. Instead, we strive to..
Relevance: 23.424469
  • www.perceptive-edge.com
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Perceptive Edge is a registered investment advisory firm committed to building long-term relationships while providing exceptional investment and retirement consulting services... Perceptive Edge Investment Management, Inc. is the name of our firm..
Relevance: 23.422386
  • arolafinancial.com
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Insurance products are offered through the insurance business Arola Associates. Arola Associates is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM..
Relevance: 23.416937
  • www.mariettawealth.com
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Marietta Wealth is a fee-only financial advisory firm focused on providing comprehensive financial planning and tailored investment strategies... We're an independent, fee-only financial advisory firm in Marietta, Georgia. Founded in 2015, we..
Relevance: 23.34775
  • nuventurefinancialgroup.com
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NuVenture Financial Group is driven to serve God by pursuing opportunities that utilize each of our unique abilities, talents and life experiences. We aim to promote the financial well-being of our clients, so they may enrich their lives and the..
Relevance: 23.340767
  • www.blankequity.com
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Blank Equity Management is a registered investment advisory firm that provides financial planning and investment management services. We work with individuals, families, corporations and trusts... Blank Equity Management is an independent registered..
Relevance: 23.33257
  • vestisadvisors.com
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Vestis Advisors, LLC is an independent, Registered Investment Advisory firm located in Houston, Texas. We provide customized investment management services to individuals and their families. Our focus is to help retiring energy industry professionals..
Relevance: 23.286032
  • www.retirementrefined.com
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Our Retirement Income Planning and Investment Management services are competitively priced and disclosed. Through our Advisory Services, we act as a Fiduciary, placing your interests first...
Relevance: 23.26154
  • clientsexcel.com
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Insurance products are offered through the insurance business Clients Excel . Clients Excel is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does..
Relevance: 23.234486