Insight Financial Partners, LLC Company Profile, Contacts & Intelligence

Insight Financial Partners, LLC Overview

We're Insight Financial Partners, an advisory firm specializing in the fiduciary support services of employer sponsored retirement plans. We collaborate with employer plan sponsors in an independent and objective manner, passionately dedicated to working Americans who we fundamentally believe deserve to achieve financial independence and retire on their own terms with dignity. As a fiduciary, we optimize 401(k), 403(b), DB, ESOP, NQ plan health and participant outcomes. As a Registered Investment Advisor, Insight Financial Partners has joined forces with Global Retirement Partners and LPL Financial to lead the way to retirement readiness for a generation of employees within the organizations that we have the privilege of partnering with. As an employer sponsored retirement plan focused practice, our success comes from your plan's success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, we will help you set a clear direction toward your plan participant's successful retirement plan outcomes. Insight Financial Partners is a National Association of Plan Advisors (NAPA) & National Tax-Deferred Savings Association (NTSA) Firm Member. Insight Financial Partners has been recognized as a Top Defined Contribution Plan Advisory Firm by NAPA in 2018, 2019, 2020 & 2021. CEFEX, the Centre for Fiduciary Excellence, has certified Insight Financial Partners to the Fiduciary 360 (fi360) standard, "Prudent Practices for Investment Advisors". The independent CEFEX assessment is based on the international standard, ISO 19011: Guideline for quality and/or environmental system auditing and is adjusted to align with the needs of the investment industry. Insight Financial Partners is certified as an Investment Advisor Representative to employer sponsored qualified retirement plans. The standard is substantiated by legislation, case law and regulatory opinion letters from the ERISA, UPIA, UPMIFA, and MPERS.

Headquarters

1095 Pingree Road

Website

insightfpllc.com

Industry

Financial Services

Founded

2017

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Company Email

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