Description
PlanMember Financial Corporation, based in Carpinteria, California, near Santa Barbara, is a prominent player in the retirement planning industry. With a team of over 500 representatives and more than 40 regional Financial Centers nationwide, the company specializes in developing and managing retirement plan solutions tailored for nonprofit and for-profit organizations, as well as associations, unions, and membership groups. Offering a diverse array of investment options, PlanMember is dedicated to providing exceptional support and service to address the retirement needs of both individual investors and groups.
Additional Details
Lives Served
-
Company Size
209
Year Founded
1992
Funding
Not Provided
Contact Details
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