Retirement Concepts of America

Captrust

CAPTRUST is a North Carolina-based advisory firm that offers services such as wealth planning, investment management, and tax preparation for individuals and businesses.

Catch

Catch is a Massachusetts-based fintech platform that provides solutions such as health insurance, retirement savings and tax automation for freelancers.

SimplyWise

SimplyWise is a smart filing cabinet that keeps users on track of their data. The company was founded in 2018 and is headquartered in New York, United States.

Athene

Athene is an Iowa-based brokerage firm that provides retirement savings products and services for individuals and businesses.

ForUsAll

ForUsAll is a California-based fintech platform that provides solutions such as investment advisory and retirement planning for small and medium-sized businesses.

TCare

TCare is a Missouri-based company that provides caregiver support and aging-in-place technology solutions for senior citizens and families.

NextCapital

NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors across multiple channels including 401(k), IRA, and taxable brokerage accounts. Their open-architecture digital advice solution provides integrated account aggregation, analytics, planning, and portfolio management, and allows partners to customize advice methodology and fiduciary roles. The company was founded in 1996 and headquartered in Chicago, Illinois.

Smart Pension

Smart Pension is an online platform that provides automated enrolment pension solutions for businesses.

WELBI

Welbi helps senior living communities deliver exceptional and unique life experiences with our state-of-the-art recreational platform. Our award-winning, user-friendly software automates hundreds of hours of administrative tasks while helping recreation teams gain a deep and holistic understanding of their residents, increasing quality of life and occupancy rates.

Retirable

Retirable is a New York-based financial advisory platform that offers solutions such as retirement planning, investing, and spending for individuals.

ICICI Prudential Life Insurance

ICICI Prudential is a financial institution that offers auto, life, business and personal insurance products for individuals and groups.

Spark Advisors

Spart is a New York-based brokerage firm that provides pension planning and concierge services for individuals.

Yonder

Yonder is an Ireland-based insurtech platform that offers solutions including automated health insurance and retirement benefits for freelancers and small businesses.

Icon Savings Plan

Icon is a California-based digital platform that offers solutions such as retirement planning and employee benefits for enterprises.

Betterment

Betterment is a New York-based financial technology company that offers services such as automated investment management and financial advisory for businesses.

NewRetirement

NewRetirement is a California-based firm that provides services such as financial planning and wealth management for employers and individuals.

PHP Agency

PHP Agency is a Texas-based company that provides field marketing services for insurance and financial sectors.

Chalice Network

Chalice Wealth Partners is an exclusive membership organization dedicated to empowering today’s leading independent wealth advisors. They are committed to providing their members with preferred access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies they need to succeed. Chalice Wealth Partners members gain access to a broad array of end-to-end FinTech products and services vetted and aggregated by industry veterans but more importantly our members have a choice of financial technology solutions to leverage, based on what’s important to their advisory business and their clients. The Chalice Wealth Partners ecosystem also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.

FIDx

FIDx is a Pennsylvania-based SaaS platform that offers solutions such as brokerage and insurance advisory for the wealth management industry.

Blueprint Income

Blueprint is a financial company that focuses on providing personal pension services.

Heartland Bank and Trust Company

Heartland Bank is a Illinois-based financial institution that provides personal and commercial banking products and services for individuals and businesses.

Ginger Cove

Ginger Cove is a life-care retirement community.

Liveoak

Liveoak is a virtual transaction platform that offers customer engagement, collaboration and electronic signature solutions to businesses.

Awabah

Getvault

Vault is a financial technology company that allows retirees to automatically invest their part of paycheck into retirement funds.

Feather Financial

Feather provides employers and employees with a suite of financial benefits: 401(k), HSA, FSA, stock plan, 529, brokerage account, and banking - all with a single integration. That means, you spend less time integrating, pay less money for individual subscriptions, and hire faster with all the financial benefits with 1-click. For employers, Feather aims to reduce time administering these benefits by 20-30%, while saving the overall cost of these benefits through bundles For employees, Feather provides a better understanding and management tools for their financial benefits through a unified modern platform Feather is committed to building financial tools and resources for a healthier future of American economy through workplace financial benefits

Penelope

Penelope is a New York-based online platform that provides retirement savings solutions for employers and employees.

Timelineapp

Timelineapp is an England-based investment management platform that provides solutions including financial and retirement income planning for individuals.

Tontine

Tontine Trust has been dubbed by incumbents as the world&s;s 1st RetireTech. We are the pioneers of new lifetime income pensions/annuities which studies show enhance your pension wealth by 87% with zero added risk. 60% of baby boomers fear running out of money more than dying according to the WSJ. Our products don&s;t just eliminate the risk of running out, they transform the wellbeing of the retiree. The benefits for individuals, society &a; governments are so clear that the OECD recently passed Legal instrument 0467 which compels governments to convert existing drawdown pensions such as 401k&s;s &a; IRAs to lifetime income tontine annuities.

Primroseretirement

Primrose Retirement Communities provides independent living, assisted living, and memory care communities across the country and specializes in personalized services and resident-focused care. It was founded in 1989 with a mission to create a happy and healthy living environment for seniors.

PlanGap

PlanGap is a product innovation company that offers life insurance products to solve previously unaddressed financial concerns for retirees. Through its insurance carrier partners, PlanGap empowers people to protect themselves against disruptions to their retirement income, providing solutions for those worried that institutions have made retirement promises they cannot, or will not, keep. The company was founded in 2017 and is based in Atlanta, Georgia.

CetteFamille

CetteFamille is a provider of senior citizen accommodation and daycare services for individuals.

Vinlivt

Relation

Relation is a California-based brokerage firm that provides services such as personal insurance and employee benefits for individuals and businesses.

Circle

Circle is a financial wellness product for organisations to provide daily salary &a; low-cost retirement to their employees.

Advice Analytics

Our mission: Use AI and Automation to help secure the financial futures of millions of everyday workers with $30T in assets. What we do: Advice Analytics delivers user-friendly AI and Automation to the 401(k) retirement industry with email AI marketing, predictive compliance testing, and automated plan document management. With proven experience in marketing, retirement, and analytics, our proprietary algorithms and enterprise-grade security enable more effective employee communications and plan compliance. Our fintech firm fanatically believes that diversity and data can drive innovation to support the financial futures of millions of everyday workers.

Windsormeade Of Williamsburg

WindsorMeade Williamsburg owns and operates a continuing care retirement community.

Spectrumretirement

Rigden Farm Senior Living is a retirement community that offers amenities, spa booking, activity scheduling and cleaning services.

Manifest

Manifest provides solutions for maximizing retirement outcomes.

ABAKA

Abaka is an England-based fintech platform that offers solutions such as digital savings and retirement planning for the financial services industry.

IncomeConductor

WealthConductor&s;s game-changing advisor services platform is called IncomeConductor. IncomeConductor is a comprehensive income distribution strategy, not a single product solution. The platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.

SWIG

Lendlease

Lendlease is an Australia-based real estate investment company that develops, manages and invests in residential and commercial properties.

iJoin

iJoin Success is a financial services company that offers investments and retirement plan technologies.

Aboutlife

AboutLife designs, develops and provides financial tools for retirement and financial planning, emergency fund and social security optimization.

Jlj Financial

Tiumed

For a growing number of men, inadequate surgical solutions have created a treatment gap in the continuum of BPH care. Existing surgical solutions fall short of the expectations of patients, urologists and clinics due to a combination of lengthy procedure times, post-surgery complications, extended recovery and reduced effectiveness. Tiumed’s next-generation plasma platform builds on proven technology to address this critical gap in care, speeding tissue removal with precise, consistent plasma technology. Our system matched instrument and generator solution uses existing clinician skills and equipment to maximize efficiency and effectiveness, introducing practical progress that evolves BPH care.

RetireOne

RetireOne is a provider of retirement advisory services for individuals.

BitcoinIRA

BitcoinIRA.com is the world&s;s largest and most secure cryptocurrency IRA platform that allows customers to purchase Bitcoins and other cryptocurrencies for their retirement accounts 24 hours a day, 7 days a week. The company offers full-service and self-service options which include setting up a qualified cryptocurrency account, rolling over funds from an existing IRA custodian, executing a live trade on a leading exchange and then moving funds into an industry-leading multi-signature digital wallet. Since 2017, BitcoinIRA.com has processed over $300 million in investments, gained more than 3,000 customers, and received more than 600 customer reviews. The company has been featured extensively in the media, with coverage in Forbes magazine, CNBC, and The Wall Street Journal, among other publications. BitcoinIRA.com is a fintech service provider and as such is not a financial adviser, cryptocurrency, exchange, custodian, wallet provider, initial coin offering (ICO), or money transmitter. BitcoinIRA.com is privately funded and based in Los Angeles.

Dr Wealth

Dr Wealth provides an online financial planning and wealth management services.

Empower Retirement

Empower is engaged in providing retirement plans for individuals and financial professionals.

People&s;s Pension

People&s;s Pension is a pension provider that offers innovative, flexible and digitally driven financial services to successfully increase resilience within the informal economy and reduce old-age poverty.

Empower Retirement

Empower offers financial services including wealth management, IRA, investing, retirement products, and fiduciary advisory services.

Lockton

Clients across the globe count on Lockton for risk management, insurance and employee benefits. Their experts tailor solutions to the unique needs of each company, organization, and individual just about anywhere. Their long-term relationships with underwriters around the world allow us to structure and negotiate comprehensive coverage at the best price possible.

FiduciaryShield

Financial Guard

Financial Guard is an online portfolio advisor platform that offers wealth management and investment advisory services for individuals and investors.

Element Lifestyle Retirement

Element Lifestyle engages in developing and operating retirement communities across North America.

definiti

Definiti is a retirement services firm that provides retirement plan consulting to pension outsourcing services.

PCS Retirement

At PCS, they believe that they are in the best position to ensure that your plan is and remains your stand-out employee benefit, while at the same time minimizing your administrative burden. They offer a conflict-free recordkeeping solution with no funds to push and no hidden agenda. They consistently outwork the competition to deliver excellent customer service for retirement plan advisors, sponsors and plan participants.

FuturePlan

FuturePlan is a Pennsylvania-based consulting firm that provides services such as plan design and regulatory compliance for financial advisors, RIAs, and recordkeepers.

Gutta, Frank President - Frank Gutta

DERIVE

D&s;ERIVE will completely change the aging lifestyle and aging experience as know it today. Building a Long-Stay-Traveling Experience community for the new generation of the active adults

Silvur

Silvur is a retirement planning app that helps baby boomers reach their retirement goals. It provides those entering their second and third acts of life with a no-fear retirement plan, giving users the ability to improve their financial fitness over time.

StoryPoint

Tmico

TMI is a provider of corporate trust, escrow and loan agency services to businesses.

AAG

AAG is a California-based financial institution that provides reverse mortgage services for senior communities.

DLP Capital Partners

DLP CAPITAL offers financial services. Their business divisions and companies including lending, investment funds, sales, leasing, property management, construction management, development, and loan servicing.

Allianz Life

Allianz Life is a Minnesota-based insurance company that provides services such as annuities and life insurance for individuals.

GCG Wealth Management, Inc.

WySTAR Global Retirement Solutions

Erickson Senior Living

Erickson Senior Living specializes in senior living with a network of managed communities. The company develops and manages continuing care communities and homes for seniors. The company offers independent living apartments, memory care, nursing, moving services, relocation services, and more.

Due

Due.com is a free digital wallet that lets you make and share payments online.

Merit

Merit is a Georgia-based investment advisory firm that provides solutions such as retirement planning and wealth management for individuals and businesses.

CoverRight

CoverRight put together a passionate, diverse, and driven staff. They feel that healthcare coverage is the most crucial option for Americans, and they are on a mission to ensure that their consumers receive customized medicare suggestions. They started cover right after firsthand witnessing and hearing how difficult, confusing, and annoying it is for customers to identify and select the correct health insurance plan. They have  put together a passionate and dedicated team to support customers take control of their healthcare.

Mason Finance Inc

Mason Finance was founded on the idea that access to the right information and excellent financial services has no retirement date. Everyone, regardless of age, deserves honest financial products that are designed for them. We have a passion for technology but an even deeper desire to help people get more out of their lives. Living longer is one of our greatest accomplishments but millions of people aging in poverty threatens its legacy. We’re spreading the word about the option to sell your life insurance because we know that many people surrender or lapse their policies without the knowledge of a life settlement. This keeps us up at night. At Mason Finance we believe in the power of information, life settlements, viatical settlements, and annuities to empower people to take control of their financial lives as they age. https://www.masonfinance.com/life-settlement/ https://www.masonfinance.com/sell-my-life-insurance/ https://www.masonfinance.com/viatical-settlement/

SunAmerica

For nearly three decades, SunAmerica Retirement Markets ("SunAmerica") has focused solely on providing retirement investing and income products designed to help Americans save for retirement and ensure a lifetime income. SunAmerica joins with the American General Life Companies, Western National and VALIC brands under an American International Group, Inc. umbrella that creates a new industry leader in retirement savings and life insurance, today known as AIG Life and Retirement. SunAmerica, The Retirement Specialist, provides more than 330,000 individuals with the financial products and services they need to help them retire stronger, offering variable annuities that can provide investment growth potential plus guaranteed lifetime income that’s protected from downturns and market volatility.

F.L.Putnam

F.L. Putnam is a Massachusetts-based company that provides services such as investment management and financial planning for individuals and businesses.

Coventry Direct

PRO BTP

PRO BTP is a France-based brokerage agency that provides health, motor vehicle and personal provident insurance products and services for individuals.

The Villas Of Holly Brook

The Villas of Holly Brook communities feature a variety of gathering rooms and communal spaces for them to enjoy time with family and friends. They strive to be the choice senior living community in the areas they serve. It provides senior assisted living and memory care services.

SEIA

SEIA is a California-based financial consulting firm that provides services such as tax planning and investment management for individuals and businesses.

Kelly Benefits

Kelly Benefits is a Maryland-based company that provides services such as employee benefits administrator, broker, payroll, and consultant for businesses.

Schlegel Villages

Schlegel Villages, managing and operating long term care and retirement communities. They provide full service retirement suites, assisted care, memory care, apartments and long term care.

Swanson Financial Services

Founded in 1996, Swanson Financial Services, Inc. was created by David Swanson Sr. as an independent retirement planning firm catering to the financial planning and wealth management needs of those nearing or in retirement while operating under the fiduciary standard. The Swanson Financial team offers services in Risk Management, Taxes, and Replacing Income. At Swanson Financial, you’ll find a holistic approach to financial and retirement planning accomplished by identifying your retirement goals and organizing your existing resources to reach the best outcome. Swanson Financial Services, Inc. coordinates with tax professionals and qualified attorneys to consult on our services. Through workshops and seminars led by the Swanson Financial team, clients can improve their financial literacy and be more responsible with their finances. In the past, they have conducted seminars on various topics, such as tax strategies for retirement, business succession planning, and how to create and retain wealth. They also regularly host online seminars on social security and income planning. Additionally, Swanson Financial Services takes a holistic approach to financial planning. Swanson Financial identifies each client’s personal goals while, at the same time, also finding solutions to meet those unique needs. Everyone on the Swanson Financial team operates under the fiduciary standard, so you can be sure that your best interests are at the forefront of everything they do on your behalf.

FinTrust

FinTrust is a South Carolina-based wealth management firm that provides services such as strategic planning and fiduciary consulting for individuals and organizations.

AmeriBen

AmeriBen is a Idaho-based company that offers solutions such as third party medical claims, retirement plan administration, human resource and management consulting.

Octopus Wealth

Warren Averett Asset Management

Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

TRPC

TRPC is a provider of account recordkeeping, third-party administration and actuarial services for retirement plans.

Ascensus

Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace. A division of Crump Group, Inc., a leading provider of retirement services and the largest, most diversified wholesale insurance distributor in the U.S., Ascensus services nearly 27,000 defined contribution plans in the micro to large markets and administers over 1.5 million IRAs.

Stoneridge Creek

GCG Financial, Inc.

GCG Financial provides financial, employee benefit, risk management, wealth management and insurance services to individuals, families and businesses.

Novel Financial

Fee only financial planning. Fully customizable services to meet your needs. 100% agreed upon, up front pricing. No minimum assets. No ongoing costs. As a fiduciary, we do not receive commissions or incentives, we only work for our clients. Your best interests are our best interests. That&s;s Novel.

Hsimon

InVida Financial Network

Integrity Advisory

Integrity Advisory provides insurance planning, retirement plans, investment management, financial planning, tax planning, and estate planning services.

Crump Life Insurance Services

TAG

Isio

Isio is an England-based financial advisory firm that offers services such as actuarial consulting, pensions administration, and wealth management for businesses.

Aegon Nederland

NYCERS

New York City Employees&s; Retirement System (NYCERS) was founded by the New York State Legislature in 1920 with 13,331 members. Today, NYCERS has grown into the largest municipal public employee retirement system in the United States with over 300,000 active members and retirees including civilian employees such as clerical workers, accountants and social workers, and uniformed employees such as New York City Correction Officers and Sanitation Workers. NYCERS is a defined benefit retirement plan. Defined benefit retirement plans for public sector employees offer benefits which are defined in law. Generally, retirement allowances payable from such plans are based on a member&s;s years of service, age and compensation base. Other types of benefits such as loans, disability and death benefits are also offered and specified in law. All benefits payable are funded by employee and employer contributions and from earnings on the invested assets of the system. NYCERS is a cost-sharing, multiple employer public employee retirement system. In addition to the City of New York (various agencies, boards and commissions), members are employed by public benefit corporations such as the NYC Transit Authority and the NYC Health and Hospitals Corporation.

LBIG

Vekami

Vekami (Веками) is a B2B2C network for 80 mil. senior citizens (50+) in the CIS region (former USSR)

Worthright

Worthright is a secure platform and intelligent service for home care companies to provide payment options and financial assistance to their clients. Their businesses are enrolled in Worthright. Their program enables the company to deliver services to more clients, keep current clients for longer, and accurately forecast staffing needs. Their business delivers planning, lending, and a shared family banking experience where we unlock money to fund care and ensure the entire family.

Pure Financial Advisors, Inc.

Pure Financial develops a SaaS-based platform that offers investment planning, financial advisory, and wealth management services for businesses.

Century Park Associates

Bluespire

Bluespire is a marketing agency that provides strategic planning, content development and brand design services for the healthcare industry.

The Revolution FMO

Crusadersterling Pensions

Crusadersterling Pensions is a Pension Fund Administrator that manage and administer retirement savings contributions of employees.

Davidson Capital Management

Henner

Henner specializes in the development and management of insurance solutions for individuals, professionals and companies.

Prime Pensions

Prime Pensions is a New Jersey-based actuarial and record-keeping firm that offers services such as retirement plan compliance and administration for businesses.

Tuscan Gardens

Tuscan Gardens luxurious communities are the result of everything we wanted to create when we imagined senior living for our own loved ones - a vibrant lifestyle complete with chef-inspired meals, engaging programs, and rewarding social events grounded by celebrating family, culture, and heritage.

AXIANTA Financial

Chernoff Diamond

Chernoff Diamond is an advisory firm that offers retirement planning, employee benefits, and risk management services for businesses.

American Senior Benefits

ASB is a provider of annuities, life and health insurance products for senior citizens.

Iron Road Healthcare

Winklevoss Technologies

Tsppilot

TSP Pilot fund allocations created by a professional wealth manager. The market commentaries are easy to read and will give a clear picture of the current situation and what to expect in the future. There are no commission salespeople.

Qbillc

QBI is a provider of retirement plan designing, payroll, fiduciary administration and business consulting services.

Sunburst

Sunburst is a financial planning services company. They offer objective investment expertise and provide their clients with a clear and meaningful narrative of their financial lives.

Sun Gard

Sapient Private Wealth Management, LLC

The CUMIS Group

Starpayusa

Starpay was founded in 2013 by a group of individuals with over 75 years of both payroll and Human Resources experience. Our mission is to provide the highest level of customer service, including the use of cutting-edge technology at a highly competitive price.

Custodia Financial

Custodia Financial is a Texas-based financial company that provides retirement loan protection solutions for retired individuals.

Augusta Precious Metals

Thewoodlandsatfurman

Streamlineplanning

Streamline Financial Services is a financial company that provides retirement income plan. The company helps its client by simplifying their personal finances and proactively planning for their future.

Perry Insurance & Financial

Baptist Village Communities

Corporate Payroll Services

Corporate Payroll Services is a financial firm that offers time and attendance, worker&s;s compensation, payroll processing, and customer services. In addition to payroll services, the company saves customers time and money by handling tax deposits and paperwork. Corporate Payroll Services saves businesses time and money by lowering payroll and tax costs.

Guidestone Financial Resources Sbc

Dorseyco

Dorsey &a; Company is a wealth management firm that offers investment management, securities brokerage, retirement and tax services.

The Benefit Practice

Integrated Equity Management

Hk Danmark

Thehearth

Leadway Pensure

Meadowood

Wealth Stack

Wealth Stack provides financial and retirement solutions for small business owners.

Charter Trust Company

SOKA-BAU

Dial Retirement Communities

Dial Retirement Communities is a provider of memory care, independent and assisted living services for seniors, spouses and families.

ASRS

Southwest Financial Services

Southwest Financial Services works to know and understand the needs and long-term goals. They want to help their client to develop, implement, and monitor a strategy that’s designed to address their individual situation. Their services include investments, planning, insurance, tax, and accounting, risk analysis, insurance analysis, etc.

Archford Capital

BlueStar

BlueStar is a Florida-based company that offers solutions such as retirement plans and third-party administration for employers and advisers.

San Bernardino Retirement Brd

San Bernardino County Employees’ Retirement Association provides an independent, defined benefit pension plan. They provide lifetime retirement benefits based on their years of service, age at retirement, final average compensation, and benefit formula.

The Villages

The Villages offer coasts, ports of entry, and theme parks. Residents fill their days with purpose thanks to an incredible assortment of recreation facilities and parks, and also some numerous social clubs and events.

Meridian Senior Living

Meridian Senior Living provides memory care and home nursing services for senior citizens.

Episcopal Communities & Service

Taxfavoredbenefits

RSSA

RSSA is the nation&s;s leader in Social Security technology, education, and advisory. Get help from a Social Security expert. We provide personalized Social Security Plans to maximize your benefits. Our team of RSSA&s;s along with our proprietary Social Security software, RSSA Roadmap, will optimize your benefits for your retirement. A Registered Social Security Analyst® (RSSA) can help you gain far more Social Security income by making the optimal claiming decisions. The RSSA mission is to help Americans get the maximum Social Security income they are entitled to, enabling them to enjoy their lives more fully. Determining when to claim your benefits can be challenging and can impact the rest of your life. A Registered Social Security Analyst will help you navigate these pitfalls and answer questions you don’t know to ask.

Spartan Wealth Management

Spartan Wealth is a Michigan-based firm that provides services such as health care benefits, consulting and retirement planning for individuals and businesses.

Goodfinancialcents

Accuplan

Accuplan Benefits Services helps clients with strategies, structures and rules to investing with your IRA. They are a self directed IRA administrator that offers our expert products and services in a very low cost, simple and efficient manner

SpendCare

SpendCare is a financial management system that provides monitoring, safe spending, and expense-sharing services for seniors. The company was founded in 2021 and is headquartered in Franklin, Tennessee.

Mbr Financial. Mbr Financial

MBR Financial provides personal financial planning and investment management services to businesses.

Local 26 IBEW-NECA

Horizon65

Abghouston

Alliance Benefit Group of Houston is a member firm of Alliance Benefit Group, a national network of independently owned retirement plan consulting and administration firms. The Alliance Benefit Group brand is well established in the retirement plan industry and ABG member firms are recognized for their quality services. Collectively, Alliance Benefit Group is one of the largest retirement plan administrators in the country. Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing pension administration and recordkeeping firms in Texas. The company provides services to all types of qualified retirement plans, with particular emphasis on 401(k) plans. Alliance Benefit Group was formed in 1992 as a separate company to concentrate on the rapid growth of the qualified plan market. Since that time, ABG has focused on providing daily valuation services for small to mid-size companies. Growth in pension administration firms over the past few years has been reflected in the growth of ABG. From a small group of employees, ABG has expanded its personnel base to include 40 specialists.

Hoopoe Advisors

NN Romania

Pramerica Life Insurance

Pramerica Life is an India-based insurance company that offers services including retirement planning, savings, and wealth creation for individuals and businesses.

Major League Trading

Cowanfinancial

Emerald Tide Financial

Cafaro Greenleaf

Cambridge Village of Apex

Cambridge Village provides retirement living communities for seniors. They provide wellness, optimal lifestyle, and fitness services.

Burney Company

Burney Investment Management provides professional management of investments for individual and corporate clients. They have developed our own proprietary equities analytical system upon which we base our investment selections. The Burney Company combines a remarkable record of performance along with a longstanding dedication to the individual investor. They are true investment advisors, committed to providing their clients with a personalized approach to portfolio management.

LIFECO

LIFECO offer financial vehicles that are effective in providing potential for accumulation, growth and safety of principal in challenging times.

CGIC

Continental General helps the customer with insulating ,enhancing retirement income, and maneuvering caregiving options. They provides long-term care, life, annuity, and supplemental health customers. Their customer can contact them through phone, mail, and social media.

Preferred Trust Company

Common Wealth

Pslgroupllc

Premier Senior Living provides recreational activities, housekeeping, restaurant, grooming and related care services for elderly people.

The Law Debenture

Law Debenture engages in investment trust and independent fiduciary services.

Crowne Health Care

Scildon

Oakmont Senior Living

HarborChase

The Future Care Group

Modeferredcomp

MO Deferred Comp is a retirement savings plan for public employees. With over 50 years of combined service with the MO Deferred Comp Plan, their experience, knowledge, and dedication to serving you are what help make deferred comp a valuable employee benefit.

Junipercommunities

Juniper Communities owns and operates long-term care communities in Colorado, Florida, New Jersey and Pennsylvania.

YoloCare

Pensionnetwork

Pension Services is a third-party retirement plan administration firm. They focus on the design, installation, and administration of customized qualified retirement plans tailored to the clients’ specific needs and goals. Their services include actuarial functions, plan design, plan installation, third-party administration, compliance testing, audit support, etc.

Retirement Solution Advisors

Retirement Solutions Advisors has built a robust technology platform to serve our clients, allowing us to serve them at the highest level while providing maximum security and privacy with their personal and financial information. Their services include project organization, project design, project management, compliance services, trust management, consulting, benchmarking, and research.

Canton Christian Home

Beneco, Inc.

Beneco offers recordkeeping, employee benefits consulting, and retirement advisory services for individuals.

Ltretire

LT Trust provides low-cost recordkeeping and administration services to businesses. If anyone would want to contact them please contact them via phone call or email.

Zacks Investment Management, Inc.

Zacks Investment Management is a wealth management boutique.

Kenindia Assurance

Kenindia Insurance is an insurance company. It offers services like fire insurance, marine insurance, life insurance, retirement planning, health insurance, and more.

Abbeyfield

ePlan Services, Inc

ePlan Services is a provider of record-keeping and administration services to the U.S. defined contribution marketplace. By providing retirement plan solutions that have been specifically designed to serve the unique needs of small business, ePlan Services has been recognized for being among the most innovative retirement plan service providers in the country. In addition, ePlan Services is a four-time honoree and member of the prestigious Inc 5000 list of the fastest growing private companies in the United States.

Services In Missouri By Riley Spence Properties

Riley Spence Properties (RSP) has built an impeccable reputation as an authority on aging, the elderly, and retirement in the St. Louis area. After combining their experiences and expertise, RSP was created to offer highly skilled and professional care options for seniors.

Covenant Living

Kositzka, Wicks & Company

Ingham Retirement

IWI

The Investments &a; Wealth Institute is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute is the premier source for wealth, investment, and retirement advising news, podcasts, CE events, certifications, and more. The Institute’s professional designations and educational programs help advisors deliver on that value every day.

Shannex

Northstar Investment Advisors LLC

Northstar is a Colorado-based investment advisory firm that offers services such as wealth management, retirement planning, and financial advisory for individuals.

Southbridge Capital

Lincoln Financial Securities

Feliciano Financial

Plan Sponsor Consultants

Plan Sponsor Consultants is a Georgia-based company that offers retirement plan consulting services for employers and employees.

B.O.S.S.

B.O.S.S. Retirement is a Utah-based financial consultant that provides services such as wealth management and retirement planning for individuals and businesses.

Branchfinancialsrvcs

20/20 Financial Advisers

20/20 Financial Advisers is a California-based consulting firm that provides services including employee benefits, retirement planning and wealth management for businesses.

equity services

Pesta & Pesta Wealth Management

JBS Financial Services

Retirement Protection Advisors

Star Bank

Amplify HR Management

Collectum

Johnsonbrunetti

Sheet Metal Workers' National Pension Fund

Weinbergcampus

Weinberg Campus is a residential community that offers senior living services.

Dane Holdings

Dane Holdings renders estate planning, insurance, investment, money management, retirement and tax strategy services.

Christiancarecommunities

Christian Care Communities provides retirement communities, including independent living apartments and patio homes, assisted living, skilled nursing care, adult day center programs, and alzheimer&s;s and dementia care.

Ameritax

Theisen Dueker

Hoisington Investment Management

D&Y

D&Y is a California-based investment advisory firm that provides services such as portfolio management, retirement and financial planning for individuals and businesses.

Winfield Associates

Winfield Associates specializes in investment management, consulting, retirement planning, endowment solutions, and wealth advisory services.

FPS

Silverstone Living

Counsel Trust Company

Government Employee Benefits

BIRE Financial Services

First Savings Bank. Member FDIC. Equal Housing Lender

Dunwoody Village

Canara HSBC Life Insurance

Moneywise Wealth Management

Touchstone Capital

Rimkus, Marciano & Associates

Rimkus, Marciano and Associates specialize in the design and administration of retirement, pension, and profit-sharing plans. It offers actuarial and administrative services for employee benefit plans and knowledgeable advice on pension and profit-sharing plans. It is based in Rochester, New York.

Compass Wealth Management Group

Compass Wealth Management Consultants Limited is a provider of residual management services intended to handle a wide variety of waste streams. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. Through their regional offices, and using the latest technology, they accommodate the differing needs of clients by offering face-to-face financial planning and wealth management. Compass is an organization whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets.

Al Meezan Investment Management

GEM Health Care Group

Balanced Asset Management

First Senior Financial Group

First Senior Financial Group protects people at or near retirement against stock market fluctuations, unscrupulous advisors and exorbitant fees. To date, First Senior Financial Group has protected millions of dollars in retirement assets, taking them off the volatile stock market and placing them in Crash Proof vehicles which are guaranteed not to lose money. CEO Joann Small has picked up where founder Phil Cannella left off, continuing First Senior’s proud tradition of providing retirees with truthful, accurate information and helping them plan for a comfortable life in retirement. At the heart of First Senior Financial Group’s Crash Proof Retirement System is the federally trademarked Crash Proof Retirement Guide. Our salaried design team will help you choose from more than 550 Crash Proof vehicles available and arrange them in a perfect balance that will ensure you receive a comfortable income every year of your retirement. Call to Action: Click here to receive free information about First Senior Financial Group

Angelo Planning Group

The New York City District Council of Carpenters Benefit Funds

Minich MacGregor Wealth Management

Alliancecommunity, Org

Sura Chile

Wells Fargo

Wells Fargo is a provider of personal and commercial financial services including banking, mortgage, investment, credit card and insurance.

Diversified Resources

FBR Group

Sage Advisory Services

Carolina Wealth Partners

Adamson & Co

FNBC Bank & Trust. Portions

Traynorcapital

LGM

Baker & Associates Cpas

The Cypress Of Charlotte

Overlook Charlton

S&d Capital

Thakkar Associates

Darrowwealthmanagement

Pfs401K

Mahoney Asset Management

Leverage Planners

Amitim

EGI Financial

FGPL

FGPL is a Nigeria-based company that provides services such as pension fund administration and retirement savings management for enterprises.

One Eighty

One Eighty Twist offers productive future working to support children and families in need. They also develop retirement communities and also assist from design to development, branding to building, and opening to operating.

Sgc Financial

Amber River Group

Innovative Payroll Processing

Innovative Payroll Processing Providing unmatched service to their clients has been a priority for Innovative Payroll Processing. They can offer us online payroll &a; HR software while providing customer service that makes their relationship enjoyable. Services include payroll, time and labor, human resources, retirement, and workers&s; compensation.