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intellicents

intellicents

金融服务

Albert Lea,Minnesota 1,997 位关注者

dreams... make it real!

关于我们

intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce. But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment: >Their income >Their retirement plan, most likely a 401(k) or 403(b) >Health, dental, vision, disability, and life insurance benefits >Health Savings Accounts and Medical Reimbursement flex plans >Dependent care >Voluntary benefits including identity theft, critical illness, and accident coverage The decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees’ questions. And these are no longer just benefits questions, but rather they are financial planning issues. The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as “the underserved.” Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL. For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure

网站
https://www.intellicents.com
所属行业
金融服务
规模
51-200 人
总部
Albert Lea,Minnesota
类型
私人持股
创立
1974
领域
Retirement Consulting、Retirement Advisory、Health & Welfare Benefits、Group & Voluntary Benefits、Ancillary Benefits、Benefit Education、Wellness Programs、FSA、HSA、HRA、VEBA、Fiduciary Guidance、Investment Due Diligence、Compliance/Regulatory Support、Financial Planning、Financial Wellness、Wealth Management、ICHRA、Group Insurance Consulting和Exit Planning

地点

  • 主要

    100 N Broadway

    US,Minnesota,Albert Lea,56007

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  • 8200 Commonwealth Dr

    suite 200

    US,Minnesota,Eden Prairie,55344

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  • 7101 College Blvd

    suite 620

    US,Kansas,Overland Park,66210

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  • 402 W Main St

    US,Iowa,Lake Mills,50450

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  • 725 west main street

    US,Iowa,Pella,50219

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  • 6402 19th St W

    US,Washington,Tacoma,98466

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  • 1111 Washington Ave

    suite 115

    US,Colorado,Golden,80401

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  • 330 Morrison Park Dr

    suite 130

    US,Texas,Southlake,76092

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  • 211 E 8th St

    Suite E

    US,Kansas,Lawrence,66044

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  • 13341 west u.s. 290, bldg 2

    Office 232

    US,TX,Austin,78737

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