Playbook Advizor

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The PlayBook Advizor is a Registered Investment Advisor (RIA) collaborating with: Plan Sponsors, Plan Participants, and Personal Clients to Know Their Plans by creating personalized PlayBooks. PlayBook Advizor's step-by-step personalized & actionable PlayBooks aim to guide and assist: 1. PLAN SPONSORS--to meet their fiduciary duties to Participants BY using allocated means IN the Participants' Best Interests. 2. PLAN PARTICIPANTS--to HAVE their Best Interests served by having a Plan created FOR THEM and being educated on Why it is important, What it is, and How to utilize it. 3. PERSONAL CLIENTS--to benefit from their own Plan Sponsors working in their best interests as well as personal understanding of how to maximize those resources in their overall Financial Plan. Do you have a PlayBook? If not, start today. Make more meaningful decisions by Knowing Your Plan. **Standard Disclosures** Advisory services are offered by The PlayBook Advizor an Investment Advisor in the States of CA and NY.

Company Details

Employees
1
Founded
-
Address
2l Madison Park Gardens, Port Washington,new York 11050,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Port Washington.
HQ
Port Washington, New York
Competitors
Universal ID Council.
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