Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country.
Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups.
Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. Contact PlanMember at (800) 874-6910.
PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.
Company Details
- Employees
- 215
- Founded
- -
- Address
- 6187 Carpinteria Avenue, Carpinteria,ca 93013,united States
- Phone
- +1 623-850-0016
- as****@****1ws.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- planmember.com
- Keywords
- Retirement planning for nonprofit and for-profit organizations and membership associations, Lifestage Planning, PlanMember Services Program 4-Step Planning Process, Plan & Savings Analysis, Financial Literacy Education, PlanMember Financial Centers.
- HQ
- Carpinteria, CA
Planmember Financial Corporation Questions
Planmember Financial Corporation's helpline number is +1 623-850-0016
Planmember Financial Corporation's website is planmember.com
Planmember Financial Corporation's LinkedIn profile is https://www.linkedin.com/company/planmember
Planmember Financial Corporation has
215 employees.
View email and phone details for 215
employees at Planmember Financial Corporation.
Planmember Financial Corporation's industry is
Financial Services
Planmember Financial Corporation's top competitors are
Pennymac,
Yardi,
Cottage Health,
Nasif, Hicks, Harris & Co., Llp,
Fox Hill Wealth Management,
County Of Santa Barbara,
One Capital Management, Llc,
Wealth Enhancement,
Mercer Advisors,
Planmember Securities.
Planmember Financial Corporation's support email address is ask@121ws.com
Planmember Financial Corporation's categories are Financial Services
Planmember Financial Corporation's founding year is 1992
