Companies similar to CONCIERGE CAPITAL MANAGEMENT
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  • its.fsu.edu
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The RCC was one of the nation's first academic supercomputing ventures. Today, the RCC operates as an academic service unit of Information Technology Services. This unique partnership enables the RCC to leverage university IT infrastructure and..
Relevance: 13.357632
  • freedomwealthllc.com
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We're a financial services firm that caters to retirees. We help them invest and seek to protect their investments... We are the well regarded business consulting firm for entrepreneurs who want to grow their companies. Our services include tax..
Relevance: 13.356728
  • umra.umn.edu
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The University of Minnesota Retirees Association (UMRA) is an independent organization, incorporated by the State of Minnesota in 1978. UMRA has about 600 members including faculty, P&A, civil service and bargaining unit employees, all retired, with..
Relevance: 13.335451
  • rpea.org
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The Retired Public Employees Association (RPEA) is a powerful advocate for current and future public service retirees. Founded in 1969, RPEA represents the interests of nearly 500,000 retirees, and their spouses and beneficiaries, from New York state..
Relevance: 13.331211
  • eikenberryretirement.com
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Eikenberry Retirement Planning in Sidney has been providing retirement strategies for retirees and pre-retirees so they may enjoy their retirement years... Is there a way to maximize your social security? Can you guarantee lifetime income from your..
Relevance: 13.328382
  • www.afswealthmgt.com
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AFS was founded by Phil Putney, CPA/PFS who has over 17 years of experience helping retirees and soon to be retirees enjoy their golden years. Phil is also a member of Ed Slott's Elite IRA Advisory Group, and exclusive group of financial advisors who..
Relevance: 13.295467
  • www.isearetirees.org
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The Illinois State Employees Association Retirees (ISEA Retirees) is constituted to promote the welfare of public employees who have retired from service with the State of Illinois inn all ways compatible with the public interest and to support and..
Relevance: 13.278214
  • www.guardianangelretirement.com
Guardian Angel Financial is a Florida licensed Insurance Agency that develops asset protection plans that are tailored to the unique circumstances of Florida pre & post retirees. We provide a high level of customer service; the kind that we would..
Relevance: 13.277859
  • www.dupontretireeassociation.com
Rest assured we will never sell or provide your email address or personal information to anyone outside our organization without your express permission. View our Privacy Policy here... The Association of DuPont Retirees Inc. is an organization..
Relevance: 13.267273
  • www.pershealth.com
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We are a group health insurance plan specifically designed for Oregon PERS retirees and their eligible family members... The PERS Health Insurance Program (PHIP) provides PERS retirees with benefits that provide high quality, comprehensive coverage..
Relevance: 13.259431
  • www.peritus.com.au
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Peritus Private Wealth Pty Ltd is a privately owned Perth based boutique financial planning firm with its own Australian Financial Services Licence... We provide financial planning and investment management services to a range of executives,..
Relevance: 13.250683
  • masterplanwealth.com
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Master Plan Wealth Management is a leading Fee-Only financial planning firm and Registered Investment Advisor in North Carolina. With meeting locations in Chapel Hill, Raleigh, Durham, Cary, and Pittsboro; meetings are held where it's most convenient..
Relevance: 13.24663
  • lalrg.org
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Greetings from a unique group of people - the retirees of the Los Alamos National Laboratory (LANL). The Laboratory Retiree Group (LRG) is a non-profit corporation which seeks to maintain communications with and to serve the needs and interests of..
Relevance: 13.23409
  • thepittmanlawoffice.com
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Our entire staff is involved with our clients. We pride ourselves in prompt, courteous and professional representation, while maintaining that personal touch. We dedicate ourselves to giving our clients the power to be informed individuals and to..
Relevance: 13.230724
  • www.steady-returns.com
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Steady Returns, LLC is a Registered Investment Adviser (RIA) dedicated to retirees and high net worth investors. We look for significant, long-term trends to guide our investment allocations... We specialize in managing money for retirees and high..
Relevance: 13.227839
  • www.aipmoney.com
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AIP Financial Services is an independent Retirement and Estate Planning firm specializing in the areas of wealth management and preservation, asset protection, tax reduction and wealth transfer and distribution. We are specialists that focus on..
Relevance: 13.227502
  • www.local27retirees.ca
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The Local 27 Retirees are retirees from a wide variety of workplaces in the London and surrounding area that form our Local Union. Heavy Manufacturing, Auto Parts Plans, Dealerships, HealthCare, Electronic Manufacturing, Adhesive Manufacturing, and..
Relevance: 13.211366
  • www.aafsw.org
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AAFSW is a membership-based and accredited 501(c)(3) association within the American Foreign Affairs Community, that has evolved to include Foreign Service and Civil Service employees, spouses, partners, members of household and retirees since our..
Relevance: 13.207337
  • www.betterthanretirement.com
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The Independent Road is a process developed for the book Better Than Retirement - Redefine Your Relationship with Work by David Ryan and Rich Hessler... 50% of corporate workers are dissatisfied. 85% of retirees will work after age 65. 1/3 of..
Relevance: 13.196928
  • www.safemoneysinger.com
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The Safe Money Singer (SMS) is an online based annuity advisement consultancy for retirees and pre-retirees who need help navigating the complex environment of insurance products, namely annuities, and who seek the lifetime income guarantees..
Relevance: 13.177139
  • downingfinancialgroup.com
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At The Downing Financial Group, we specialize in serving retirees and pre-retirees aged 55 and above. Our comprehensive financial planning services extend beyond basic investment management... I have no company-wide mandates and prefer to create a..
Relevance: 13.17137
  • www.a-mfinancial.com
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Meet the team of A M Financial Services, LLC, a firm of qualified and experienced financial advisors and CERTIFIED FINANCIAL PLANNER™ professionals. Contact us today to start planning your financial future... For pre-retirees and retirees, we..
Relevance: 13.133483
  • fedvip.unitedconcordia.com
We're proud to be a FEDVIP carrier offering Standard and High Option plans to eligible federal employees, federal retirees, and military retirees. For more than 20 years, we've served the needs of 9.5 million members nationwide, including nearly..
Relevance: 13.12669
  • www.hnaaccountants.com.au
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Henderson Nicholls & Associates is a Brisbane based firm of accountants and business advisors offering a complete range of professional services to clients throughout Queensland and Australia... Clients throughout QLD and Australia - Small Business,..
Relevance: 13.10534
  • www.navylifema.com
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Navy Fleet and Family Readiness (FFR) provides services that enhance the quality of life at home and work. FFR is a catalyst for maximizing partnerships for the mental, physical, and social development of DoD personnel, retirees, and family members...
Relevance: 13.102562
  • seniorschoice.com.au
Seniors choice is Australia's leading source of information on reverse mortgages. The brokers at Seniors Choice have helped retirees access their homes equity to help fund their lifestyle, cash flow and medical needs for over 20 years... The brokers..
Relevance: 13.099421
  • mcintireretirementservices.com
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McIntire Retirement Services is a family owned, wealth management firm that assists individuals to prepare for a secure financial retirement. We offer solutions for all retirement issues and help people plan for a better quality of life in their..
Relevance: 13.0965605
  • sazonoffinsurance.com
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At Sazonoff Insurance Services, we are in the business of helping people, and that's what we strive to do every day. We help our clients save money, we help businesses reduce risk, and help families to protect and preserve their financial futures.....
Relevance: 13.081338
  • www.empoweruniversityclass.com
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Designed specifically for pre-retirees and retirees, this unique seminar focuses on the concerns, issues, and needs that are important in today's retirement planning... Whether you're planning for many years in the future or looking for immediate..
Relevance: 13.080135
  • postalbluebookhelp.com
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Our Federal Retirement Consultants (FRC), have over 20 years of experience working with retirees. We focus on educating retirees about their options and how the decisions they make inside their Blue Book, are permanent and cannot be changed, which..
Relevance: 13.071712