| Name | Title | Contact Details |
|---|---|---|
Jeff Gold |
Vice President, Sales | Profile |
Lewis Cochius |
Sales Director | Profile |
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup. Benetrends originated 401(k)/ROBS rollover funding, helping over 12,000 entrepreneurs in the last 35 years, with our revolutionary Rainmaker Plan®. The Rainmaker allows an entrepreneur to use their qualified retirement plan to purchase, or recapitalize a business or franchise, tax-deferred and penalty-free. While the acclaimed Rainmaker Plan remains the company`s flagship product, Benetrends offers access to a complete range of financing solutions and tools to help entrepreneurs fund their business ventures. These include SBA loans, conventional business loans with fixed or variable rate financing options, term loans for funding growth, securities-backed line of credit, retirement plan design, equipment leasing, and many more financing resources that make the most of opportunities while minimizing risk.
Endura Financial Federal Credit Union is a Minneapolis, MN-based company in the Financial Services sector.
Legg Mason Investment Counsel is a Baltimore, MD-based company in the Financial Services sector.
We are an independent, fee-only financial advisory firm dedicated to providing client-centric financial strategies for your lifetime and your legacy.