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Ramsay Capital Group logo — Independent Portfolio Management

Ramsay Capital Group

Independent Portfolio Management

Founded 2003 United States Saint Paul, United States 3 employees Financial Services

General Information

Company Name Ramsay Capital Group
Founded Year 2003
Location United States Saint Paul, United States +1
Founders / Decision Makers
Team member
Employees 3
Industries Financial Services
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About Ramsay Capital Group

Ramsay Capital Group is an Independent Portfolio Management company founded in 2003, operating in the Financial Services industry. The firm focuses on addressing the crucial financial decisions faced by retirees, aiming to provide long-term financial success by creating a hedge against income sustainability, inflation, taxation, and healthcare costs. With over ninety percent of its clients being retirees with similar concerns, Ramsay Capital Group leverages its experience and skill to approach these challenges. The company operates within the securities offered through J.W. Cole Financial, Inc. (JWC) Member finra/SIPC and offers advisory services through J.W. Cole Advisors, Inc. (JWCA). It is notable that JWC/JWCA and Ramsay Capital Group are unaffiliated entities. As of now, there is no available information on the last investment and its related details.

Taxonomy: Retirement Planning, Investment Management, Financial Advisory, Taxation Strategies, Inflation Hedging, Healthcare Cost Management, Portfolio Management, Wealth Management, Securities Trading, Retiree Financial Planning

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Ramsay Capital Group Alternatives & Competitors

Ramsay Capital Group vs
Liberty Wealth Strategies
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Ramsay Capital Group vs
Stuart Financial Group
Stuart Financial Group United States

Planners for Your Retirement. Your Wealth. Your Legacy.

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Ramsay Capital Group vs
The Emerald Financial Group
The Emerald Financial Group United States

Be Educated, Feel Empowered & Take Control of Your Financial Future.

2 employees
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FAQ About Ramsay Capital Group

Independent Portfolio Management
Ramsay Capital Group was founded in 2003.
Ramsay Capital Group is headquartered in Saint Paul, United States.
Ramsay Capital Group operates in the following industries: Financial Services.
Ramsay Capital Group has approximately 3 employees.
Top alternatives and competitors to Ramsay Capital Group include Liberty Wealth Strategies, Stuart Financial Group, The Emerald Financial Group, Financial Planning Hawaii, Kahler Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Ramsay Capital Group and Liberty Wealth Strategies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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