Pension Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

Pension Advisors is an independent advisory firm that concentrates on retirement plans within the financial services industry. It is headquartered in Cleveland, Ohio, and maintains offices in Atlanta, Florida, South Carolina, Wisconsin/Chicago, and Puerto Rico. With more than two decades of experience, the firm describes itself as one of the largest pension-focused practices and emphasizes its capability to uncover embedded fees, conflicts of interest, service gaps, and contract limitations in retirement plans.

Advisory services are provided through AdviseMe National Advisors, a registered investment adviser, with securities and additional advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment adviser. The organization is licensed to offer securities in California, Illinois, Indiana, Kansas, Michigan, New York, Ohio, Pennsylvania, and Texas. Its client base includes retirement plans and plan participants, and it emphasizes a hands-on approach to participant education and support as a core component of its service.

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