Companies similar to CONCIERGE CAPITAL MANAGEMENT
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  • www.conciergecap.com
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Concierge Capital Management is a comprehensive financial services firm with two offices in Florida: Jacksonville and Boca Raton... Proudly serving families, professionals, pre-retirees and retirees throughout Florida. CCM is committed to providing..
Relevance: 23.320215
  • jgrahamrealty.com
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J GRAHAM REALTY, LLC provides real estate services to help retirees in New Jersey purchase homes in Florida regions. Visit our website to learn more...
Relevance: 19.909395
  • strongretirementgroup.com
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Strong Retirement Group is committed to the Golden Rule by going above and beyond for each client, every time. Assisting retirees to plan for the retirement lifestyle they want is our passion. We are here to guide you through the process every step..
Relevance: 18.027884
  • www.cirruscapital.net
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At our firm, we specialize in guiding retirees and pre-retirees toward a secure financial future. Our mission is to empower clients with strategies that protect and grow their wealth, while offering the confidence and peace of mind to enjoy..
Relevance: 17.854717
  • www.nih-inc.com
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NIH National Insurance Holding was founded by Ron Wardell. With over 28 years of experience in providing insurance solutions for business owners, entrepreneurs, homeowners and retirees here in Florida, Ron is committed to working closely with..
Relevance: 17.723204
  • www.ubcwealthmanagement.com
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UBC Wealth Management is a South Florida financial firm located in Miami specializing in helping clients prepare their long-term financial and retirement income strategies... UBC Wealth Management provides clients with a holistic suite of financial..
Relevance: 17.29507
  • www.theplantationfinancial.com
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We are a financial and insurance services firm based out of ​Fort Myers, Florida. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning... We provide links from its website to various third..
Relevance: 17.062191
  • lawrencefinancialplanning.com
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Lawrence Financial Planning is a fee-only financial planning firm located in Tampa, Florida, serving throughout the Tampa area, Sarasota, and Orlando. Lawrence Financial recently merged with Oasis Wealth Planning Advisors, allowing us to bring even..
Relevance: 16.50095
  • www.hollisterins.com
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At Hollister Insurance, our mission is "to build lifelong relationships while educating individuals, families, businesses and retirees on their insurance solutions."... At Hollister Insurance a dedicated staff of state licensed professions are eager..
Relevance: 16.462309
  • www.sherwinassociates.com
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Sherwin & Associates was founded by Sherwin Sargeant and brings more than 15 years of retirement, Tax and Insurance planning experience to their practice. To further bolster their services, Sherwin & Associates joined Fig Marketing... With these..
Relevance: 16.416079
  • www.pentashomes.com
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Pentas Homes is focused on real estate development of single-family and multi-unit homes throughout Florida for investors, funds, and private equity solutions with buyers and renters in mind. We are now concentrated in Orlando and Southwest FL... We..
Relevance: 16.321705
  • www.cookcompanies.com
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Cook Companies is a third-generation family business specializing in manufactured housing communities throughout OH, FL, PA, WV and IN. We are focused on providing budget-friendly housing options for families and retirees alike... Cook Companies..
Relevance: 16.129255
  • cashcohorts.com
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As a Floridian retiree, investing is crucial to ensuring your golden years are truly golden. With a range of investment options at their disposal, retirees must find the right balance between risk and return, especially since their income is fixed to..
Relevance: 15.954754
  • csaretirees.org
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The Retiree Club organizes events for retirees. These events are subsidized and often include transportation offering retirees an opportunity to get together with fellow retirees. If you are interested in participating in any way, please contact us..
Relevance: 15.878905
  • www.strategicpartnerspr.com
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At Strategic Capital Partners, we are more than just financial advisors - we are your partner in building a secure financial future. We believe that exceptional service is the cornerstone of a strong relationship with our clients, and we are..
Relevance: 15.862389
  • clearincomeforlife.com
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Clear Income Strategies Group is a financial services firm providing guidance and income planning services to pre- and early retirees in states including North Carolina, Florida, and more... Looking ahead to your financial future may be a confusing,..
Relevance: 15.7456455
  • its.fsu.edu
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Information Technology Services is the central IT organization for Florida State University, providing IT support and technology leadership to a robust community of more than 50,000 students, faculty, staff, alumni and retirees... ITS is dedicated..
Relevance: 15.558938
  • www.nationalretirementplanservices.com
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National Retirement Plan Services is a full service financial firm committed to helping individuals, retirees, and business owners pursue their financial goals... National Retirement Plan Services is a Registered Investment Advisor (RIA) in the..
Relevance: 15.466327
  • www.powerfinancialpartners.com
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Power Financial Partners is a fee-based Registered Investment Advisor headquartered in Tampa, Florida. We specialize in a client centric approach to investment management and financial planning for busy professionals and retirees... Power Financial..
Relevance: 15.181051
  • www.nequitco.com
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All Real estate and insurance services and products are offered through adviser's affiliations with NeQuit Realty, LLC and NeQuit Insurance, LLC, respectively, or unaffiliated 3rd party firms. NeQuit Realty, LLC is a Licensed Real Estate Brokerage in..
Relevance: 15.168216
  • residencescogir.com
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Discover the Jardins Champfleury private seniors' residence in Québec's Limoilou District. You will find a reassuring environment, a family-like atmosphere and many services catering to independent retirees and seniors... For over 25 years, we have..
Relevance: 15.064293
  • www.afassistancefund.org
AIR FORCE ASSISTANCE FUND - TAKING CARE OF OUR OWN... When natural disasters occur like Hurricane Michael in 2018, the Air Force Assistance Fund charities were there to lend a helping hand to our fellow Airmen & Guardians and their families. After..
Relevance: 15.006493
  • yourlifefs.com.au
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Your Life Financial Services is a successful financial planning company dedicated to helping you achieve your hopes & dreams in life... We specialise in helping Business Owners, Executives and Pre/Post Retirees make smart decisions with their..
Relevance: 14.842496
  • browerpsychological.com
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Brower Psychological Services specializes in working with agencies and individuals within the police and public safety workforce and beyond... We take great pride in being able to offer these services and more. In fact, we also offer services to..
Relevance: 14.834268
  • www.telcoretirees.org
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TelCo Retirees Association is a charter member of the NRLN (National Retiree Legislative Network) which represents retirees to the U.S. Congress...
Relevance: 14.695154
  • www.wtsretirement.com
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WTS Financial is a business focused on not only helping their clients to the fullest extent, but also educating them so they're able to help themselves as well. WTS tries to be a one stop shop for many financial needs for both personal and business..
Relevance: 14.666146
  • wfda.us
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The West Florida Defense Alliance is the lead organization for all military-related issues throughout Northwest Florida. Our mission is to actively facilitate community and government support to sustain and enhance current military missions, pursue..
Relevance: 14.619218
  • www.associationofdupontretirees.com
The Association of DuPont Retirees Inc. is an organization dedicated to advocating for the protection of the pension, healthcare, and other earned benefits of DuPont retirees...
Relevance: 14.568365
  • www.rpaeducator.com
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Retirement Planning Associates (RPA) is proud of our relationships with key partners. As part of the network of U.S. Retirement Partners independent firms, we have the support and resources of a national company as we continue to grow and remain an..
Relevance: 14.541766
  • www.apeacefulretirement.com
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As an independent financial services firm, we can access many different products so you can get the right products and services for you. We have years of experience helping clients prepare for the unknown while meeting their financial goals... We..
Relevance: 14.508046