Saunders Financial
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
PO Box 719, Lutz, Florida, 33549, United...Phone Number
(813) 875-5800Website
www.saundersgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Saunders Financial
Saunders Financial is based in Tampa, FL. We are a firm of Registered Investment Advisors and pension plan professionals; fully licensed and qualified to serve plan sponsors as an ERISA 3(38), or 3(21) plan advisor on plan design, implementation, fiduciary plan and documents reviews, selection of investment offerings and employee educational meetings, as well as, assisting all individual employees with their fund allocations based on the "prudent man rule", risk tolerance and time frame to retirement. Our advisory/consulting service operates on a "top down" approach utilizing quantitative and qualitative analysis to determine the best investment offerings based on performance, cost, investment manager tenure, and Beta and Alpha calculations. As an ERISA Section 3(38), or 3(21) co-fiduciary, we add another layer of liability protection to plan sponsors.Explore more
Saunders Financial Org Chart
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Saunders Financial is based in Tampa, FL. We are a firm of Registered Investment Advisors and pension plan professionals; fully licensed and qualified to serve plan sponsors as an ERISA 3(38), or 3(21) plan advisor on plan design, implementation, fiduciary plan and documents reviews, selection of investment offerings and employee educational meetin... Read More
