Citadel Plans (401k Advisors)
Financial Services
Los Angeles, California, United States
4 employees
- Employees
- 4
Citadel Plans (401k Advisors) Overview
- Headquarters
- Los Angeles, California, United States
- Website
- www.citadelplans.com
- Industry
- Financial Services
- Employees
- 4
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Citadel Plans (401k Advisors)
Citadel Plans is a consultancy group dedicated to helping companies design and manage retirement plans that are meaningful for all employees. We believe that inspired employees make a better team in supporting the company's goals. We also help individuals by developing financial strategies that give them the resources to do the things in life that are important to them. We have developed & refined a process that puts all the pieces of the financial puzzle together. We have offices in Los Angeles and Phoenix, and affiliate offices throughout the U.S. Securities and Advisory services offered through United Planners Financial Services, Member FINRA, SIPC. Citadel Plans and United Planners are not affiliated
Citadel Plans (401k Advisors) Contact Details
- People in AeroLeads
- 2
Citadel Plans (401k Advisors) Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Juan A. Medina-Luna | Financial Advisor at Citadel Plans (401k Advisors) |
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| Matt Wilson, Chfc®, Crpc® | Partner at Citadel Plans / Past State Director Arizona Shrm |
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