Pension Advisors

Pension Advisors is an independent advisory firm headquartered in Cleveland, Ohio with offices in Atlanta, Florida, South Carolina, Wisconsin/Chicago, and Puerto Rico. We are one of the largest pension-focused firms with a strict focus on the retirement industry and over 20 years of experience. We possess the requisite skills and knowledge to uncover embedded fees, conflicts of interest, service in-capabilities and contract limitations inherent in retirement plans. Our key strength lies in our knowledge of the industry, its ever changing legislation, the strongest vendors, the level the vendors look to for profits and where excess revenue goes once their profit margin is met. What differentiates us the most is our hands-on approach with plan participants. We believe that the education and support that we provide is unmatched in the industry. Advisory services offered through AdviseMe National Advisors, a registered investment advisor. Registered Representative offering securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. AdviseMe National Advisors and IFG are unaffiliated entities. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to offer securities in the following states: CA, IL, IN, KS, MI, NY, OH, PA, TX Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

网站

https://www.pa401k.com

Pension Advisors的外部链接

所属行业

金融服务

规模

11-50 人

总部

Cleveland，OH

类型

私人持股

创立

1999

领域

Retirement Plan、3 (21) & 3(38) Investment Advisor、401(k)、Asset Allocation、Pension、403(b)、Co-Fuduciaries、408(b)(2)、individual investment、Asset Allocation、Estate Planning、Fund Performance Review、Investment Policy Statement、Compliance和Participant Education