Fiduciary Shield

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2328 Manatee Ave W Ste 100, Bradenton, F...

Phone Number

(941) 761-4015

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Fiduciary Shield

FiduciaryShield, LLC offers a streamlined 401(k) solution designed to reduce the liability and workload for business owners and financial advisors. Their services include fiduciary protection, lower fees, and comprehensive plan management, allowing clients to focus on their core business operations. The company provides a transparent, fiduciary-level service that prioritizes employee retirement without the burden of brokers or revenue-sharing fees. With a dedicated team and custom-built plans, FiduciaryShield aims to maximize profits and tax savings for its clients.Explore more
Fiduciary Shield's Social MediaPopular SearchesFiduciary ShieldFiduciaryShieldFiduciary Shield LLCFiduciaryshield LLCfiduciary LLCSIC Code 62,628NAICS Code 52,523Show more

Fiduciary Shield Org Chart

PhoneEmail
CE
United States flag for contact location.

Retirement Plan Administrator

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Shield

<$5M
1-10
Private
-
2012
CE
Craig EddyRetirement Plan Administrator
$5.2M
11-50
Private
<$5M
1982
$5.2M
11-50
Private
-
2003
MK
Mona KleinVice President
<$5M
11-50
Private
-
2019
JN
Jane NowakSenior Financial Advisor
<$5M
11-50
Private
-
1993
N/A
<$5M
1-10
Private
-
-
AP
Andrea PineRetirement Plan Advisor
<$5M
1-10
Private
-
1985
AF
Anthony FeolaSenior Client Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fiduciary Shield is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fiduciary Shield is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fiduciary Shield.

Fiduciary Shield Tech Stack

A closer look at the technologies used by Fiduciary Shield

Top Finance Companies

Frequently Asked Questions Regarding Fiduciary Shield

What is Fiduciary Shield's official website?
Fiduciary Shield's official website is www.fs401k.com
What is Fiduciary Shield's Revenue?
Fiduciary Shield's revenue is <$5 Million
What is Fiduciary Shield's SIC code?
Fiduciary Shield's SIC: 62,628
What is Fiduciary Shield's NAICS code?
Fiduciary Shield's NAICS: 52,523
How many employees does Fiduciary Shield have?
Fiduciary Shield has 1-10 employees
What industry does Fiduciary Shield belong to?
Fiduciary Shield is in the industry of: Finance, Securities Trading
What is Fiduciary Shield competition?
Fiduciary Shield top competitors include: Scholz, Klein & Friends Enlightened Retirement Group, Cornerstone Retire, Pension Financial Services, Planmark Financial Group
What technology does Fiduciary Shield use?
Some of the popular technologies that Fiduciary Shield uses are: Cloudflare Website Optimization, Cloudflare CDN, Sectigo, ASP.NET
How do I contact Fiduciary Shield?
Fiduciary Shield contact info: Phone number: (941) 761-4015 Website: www.fs401k.com
What does Fiduciary Shield do?

FiduciaryShield, LLC offers a streamlined 401(k) solution designed to reduce the liability and workload for business owners and financial advisors. Their services include fiduciary protection, lower fees, and comprehensive plan management, allowing clients to focus on their core business operations. The company provides a transparent, fiduciary-lev... el service that prioritizes employee retirement without the burden of brokers or revenue-sharing fees. With a dedicated team and custom-built plans, FiduciaryShield aims to maximize profits and tax savings for its clients.Read More

What are Fiduciary Shield social media links?
Fiduciary Shield Linkedin page Fiduciary Shield Facebook page
Is Fiduciary Shield a public company?
Fiduciary Shield is private company therefore does not currently have an official ticker symbol
See more information about Fiduciary Shield

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