Pension Professionals
Finance · Maine, United States · 1-10 Employees
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Overview
Headquarters
180 Pool St, Biddeford, Maine, 04005, Un...Phone Number
(207) 282-1122Website
www.valueofadvice.comRevenue
<$5 MillionIndustry
About Pension Professionals
Pension Professionals specializes in wealth management and corporate plan services, focusing on aligning clients' financial resources with their personal goals. They offer tailored plan support services, fiduciary compliance, investment due diligence, and participant services. Their approach emphasizes the importance of financial clarity and purpose, helping clients achieve a fulfilling and secure life. The company serves a diverse clientele, including individuals and corporate sponsors seeking personalized financial solutions.Explore more
Pension Professionals Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Pension Professionals
<$5M
1-10
Private
-
-
MH
Michelle HerwoodClient Experiences Paraplanner Director, Operations
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Pension Professionals Tech Stack
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Pension Professionals specializes in wealth management and corporate plan services, focusing on aligning clients' financial resources with their personal goals. They offer tailored plan support services, fiduciary compliance, investment due diligence, and participant services. Their approach emphasizes the importance of financial clarity and purpos... Read More
