intellicents was founded by rebranding a 42-year-old company and adopting a business plan to create a national independent financial services firm centered on the employee benefit relationship.
Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% that compose the core of the American workforce.
But just think about it…these typical American workers gets the vast majority of their financial needs taken care of at their place of employment:
>Their income
>Their retirement plan, most likely a 401(k) or 403(b)
>Health, dental, vision, disability, and life insurance benefits
>Health Savings Accounts and Medical Reimbursement flex plans
>Dependent care
>Voluntary benefits including identity theft, critical illness, and accident coverage
The decision support matrix of these benefits is converging, necessitating ONE RESOURCE for all your employees’ questions. And these are no longer just benefits questions, but rather they are financial planning issues.
The wealth management industry is addressing these issues for owners, upper management, and the affluent. But this same industry acknowledges that they have little time or interest in providing this service for the 99% of Americans that they openly refer to as “the underserved.”
Towards this end, intellicents has put together a growing team of professionals to provide four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology, with the end goal of helping the American worker make their dreams REAL.
For our Terms and Conditions, please visit https://www.intellicents.com/linkedin-disclosure
Company Details
- Employees
- 74
- Founded
- -
- Address
- 100 N Broadway, Albert Lea,minnesota 56007,united States
- Phone
- 800.880.4015
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- intellicentsinc.com
- Keywords
- Retirement Consulting, Retirement Advisory, Health & Welfare Benefits, Group & Voluntary Benefits, Ancillary Benefits, Benefit Education, Wellness Programs, FSA, HSA, HRA, VEBA, Fiduciary Guidance, Investment Due Diligence, Compliance/Regulatory Support, Financial Planning, Financial Wellness, Wealth Management, ICHRA, Group Insurance Consulting, Exit Planning.
- HQ
- Albert Lea, Minnesota
Intellicents Questions
Intellicents's helpline number is 800.880.4015
Intellicents's website is intellicentsinc.com
Intellicents's LinkedIn profile is https://www.linkedin.com/company/intellicents
Intellicents has
74 employees.
View email and phone details for 74
employees at Intellicents.
Intellicents's industry is
Financial Services
Intellicents's top competitors are
Groupira,
Captrust,
Onedigital,
Fidelity Investments,
Principal Financial Group,
Morgan Stanley,
Talentfund,
Cetera Financial Group,
Creative Planning,
Intellicents Personal Cfo.
Intellicents's categories are Financial Services
Intellicents's founding year is 1974
