Who We Are:
Channel Financial is a leading independent retirement plan consulting firm. Our mission is to help protect fiduciaries from the personal and corporate liability related to the retirement plan, while enhancing potential investment opportunities and ultimately helping participants achieve financial security. In helping plan sponsors deliver the highest quality retirement programs, we seek to contain costs, address regulatory requirements and promote an independent prudent process. Our value proposition includes investment due diligence, plan design assistance, vendor benchmarking and employee communications.
Experience, Commitment & Accountability:
An organization can no longer attempt to be all things to all people. Today’s business environment demands the services of professionals who are dedicated retirement plan specialists. Our Consultants and Account Directors reflect this philosophy by possessing significant industry experience, training and unparalleled resources.
SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide. SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 7500 Olson Memorial Highway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.sageviewadvisory.com
- Keywords
- 401k Advisor, Retirement Planning, Financial Consulting, Financial Planning, Financial Advisor, Defined Benefit Plans, De-Risking and Termination Services.
- HQ
- Golden Valley, MN
- Competitors
- Williams Whittle (now Yes&), MBLM, Saatchi & Saatchi.
Channel Financial (Now Sageview Advisory Group) Questions
Channel Financial (Now Sageview Advisory Group)'s website is http://www.sageviewadvisory.com
Channel Financial (Now Sageview Advisory Group)'s LinkedIn profile is https://www.linkedin.com/company/sageviewadvisory
Channel Financial (Now Sageview Advisory Group) has
2 employees.
View email and phone details for 2
employees at Channel Financial (Now Sageview Advisory Group).
Channel Financial (Now Sageview Advisory Group)'s industry is
Financial Services
Channel Financial (Now Sageview Advisory Group)'s top competitors are
Williams Whittle (Now Yes&),
Mblm,
Saatchi & Saatchi.
Channel Financial (Now Sageview Advisory Group)'s categories are Financial Services
Channel Financial (Now Sageview Advisory Group)'s founding year is 2003
