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
Company Details
- Employees
- 4
- Address
- 1130 S Flower St, Los Angeles,california 90015,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.citadelplans.com/
- Keywords
- 401k, Retirement Plans, plan design, provider searches, fee analysis, fiduciary compliance, team engagement, financial wellness, audit preparedness, investment management, Plan Administration.
- HQ
- Los Angeles, California
Citadel Plans (401k Advisors) Questions
Citadel Plans (401K Advisors)'s website is https://www.citadelplans.com/
Citadel Plans (401K Advisors)'s LinkedIn profile is https://www.linkedin.com/company/citadelplans
Citadel Plans (401K Advisors) has
4 employees.
View email and phone details for 4
employees at Citadel Plans (401K Advisors).
Citadel Plans (401K Advisors)'s industry is
Financial Services
Citadel Plans (401K Advisors)'s top competitors are
Castle Wealth Advisors,
Latina Professionals®,
Cliffwater,
Mariner,
Rolling Hills Advisors,
Navalign Wealth Partners.
Citadel Plans (401K Advisors)'s categories are Financial Services
