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Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
As a nationally-recognized, fully-accredited financial company, we help millions of people every year with our financial services. Since 1997, we’ve helped millions of Americans with flexible and personalized financial solutions. We’ve grown from just a few stores in the Southeast United States to become one of the nation’s largest consumer lending companies, with more than 2,400 locations offering a variety of financial services. Advance America is a wholly owned subsidiary of Grupo Elektra, one of the world’s leading providers of banking services, consumer finance and specialty retailing. We comply with all federal and state laws and always present fees clearly and completely. We are also proud to be a founding member of the Community Financial Services Association, which encourages fair and fully disclosed lending practices. So you can rest easy knowing you’ve made a smart choice with Advance America.
Tag Associates is a New York, NY-based company in the Financial Services sector.
Audatex North America, Inc., a Solera Company is one of the leading providers in Financial Services. It is based in West Lafayette, IN. To find more information about Audatex North America, Inc., a Solera Company, please visit www.audatex.com
Eastern Planning Inc is a Pearl River, NY-based company in the Financial Services sector.