Expand Financial Group
Business Services · Texas, United States · 1-10 Employees
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Overview
Headquarters
11805 Hassop Ln, Burleson, Texas, 76028,...Phone Number
(916) 521-5451Website
www.expandfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Expand Financial Group
Expand Financial provides specialized support and technology solutions for financial advisors focusing on 401k plans. Their services include Advisor Flex, which streamlines operations for established advisors, and Advisor Complete, which assists new advisors in integrating retirement plans into their practices. They also serve as a fiduciary partner for recordkeepers, broker-dealers, and RIAs, managing 401k investment lineups. With over 12 years of experience, Expand Financial aims to help advisors grow their businesses and confidently serve their clients.Explore more
Expand Financial Group Org Chart
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Expand Financial Group is experiencing very low activity levels compared to other companies in the Business Services sector.
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Expand Financial Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Expand Financial Group.
Expand Financial Group Tech Stack
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Expand Financial Group is hiring in Sales for the first time in 12 months.
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Expand Financial provides specialized support and technology solutions for financial advisors focusing on 401k plans. Their services include Advisor Flex, which streamlines operations for established advisors, and Advisor Complete, which assists new advisors in integrating retirement plans into their practices. They also serve as a fiduciary partne... Read More
