Sattler Pension and Wealth provides 401K/pension management, plan expense analysis, fiduciary services and vendor analysis for companies with 20+ employees.
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401K/Pension Management | Plan Expense Analysis | Fiduciary Services | sattlerpensionandwealth.com Reviews
https://sattlerpensionandwealth.com
Sattler Pension and Wealth provides 401K/pension management, plan expense analysis, fiduciary services and vendor analysis for companies with 20+ employees.
sattlerpensionandwealth.com
Alex Carracedo - Sattler Pension & Wealth
http://sattlerpensionandwealth.com/alexcarracedo
Alex Carracedo, CFP , CRPS , AIF. Director, Investments and Financial Planning. Alex Carracedo enjoys working closely with clients to educate and engage them in pursuing their long-term, shared objectives for financial independence. As a CERTIFIED FINANCIAL PLANNER professional, he coordinates the quality of investments and advice offered to plan sponsors and participants. An enthusiastic member of Toastmasters, Alex also enjoys traveling and competing in sprint triathalons. Request a Plan Evlauation.
Tracy Verhaeren - Sattler Pension & Wealth Management
http://sattlerpensionandwealth.com/tracyverhaeren
Director, Client Service and Transition Manager. Tracy Verhaeren is the primary service coordinator for our clients. She welcomes new clients and handles all the details involved in any service provider transition. Her background within the financial services industry is demonstrated in her familiarity with industry processes and provider requirements. Request a Plan Evlauation. When Was the Last Time You Examined the Value of Your Plan? Request a Plan Evlauation.
Clients - Sattler Pension & Wealth Management
http://sattlerpensionandwealth.com/clients
Our practice focuses on privately held organizations with up to 2000 employees. We serve a wide variety of industries with a core group of clients in:. As independent advisors, we have complete flexibility, making it possible to offer custom solutions to a diverse clientele. We tailor our services and fund selection to the client’s unique needs. Request a Plan Evlauation. When Was the Last Time You Examined the Value of Your Plan? Request a Plan Evlauation. Registered Representative Securities offered th...
401K Plans - Retirement Plan Management - Sattler Pension & Wealth
http://sattlerpensionandwealth.com/services
The Sattler Advantage: Independence. We do not have any proprietary products or quotas that influence our recommendations. Our fees can be independent from your plan assets so you are only charged for the services you need. Our slate of services has been carefully selected to offer our clients the most thorough expertise available in the marketplace today. Clients are free to choose any combination of services that meet their unique needs. 401K and Pension Management. Plan Expense and Benchmark Analysis.
Sattler Pension & Wealth Management
http://sattlerpensionandwealth.com/about
Sattler Pension and Wealth Management is the trusted source for comprehensive retirement plan solutions. Since 2002, the Sattler Pension and Wealth Management Team has been helping organizations to provide an affordable, comprehensive retirement solution that addresses the changing needs of their business. Our client base includes organizations and individuals from various industries, with emphasis on firms with over 100 employees. Director, Client Service. Request a Plan Evlauation.
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