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Cerity partners

www.ceritypartners.com

 
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and ...
  • Number of Employees: 250-1000
  • Annual Revenue: $100-250 Million

Executives

Name Title Contact Details
Matthew Stazzone
 Principal - IT Director Profile

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Ascensus

We work hard every day to help over 7 million Americans save for a college education, healthcare, and retire successfully. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. We are the largest independent retirement and college savings services provider in the United States, supporting approximately 50,000 retirement plans, 4 million 529 college savings accounts, and administering more than 1.5 million IRAs and health savings accounts. When you choose Ascensus as a partner or a service provider, rest assured, you will always have a plan.