Clearpoint

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Description

  • Who We Are:Clearpoint Financial is a leading independent retirement plan consulting firm and a founding member of National Retirement Partners (NRP). We 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 contain costs, address regulatory requirements and promote an independent prudent process. Our value proposition includes investment due diligence, plan design consulting, vendor benchmarking and employee communications.Experience, Commitment & Accountability:An organization can no longer attempt to be all things to all people. Todays 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.We have been selected as a Washington CEO magazine Best Companies to Work For five years in a row (2003-2007). The quality of our work depends on the quality of our people, and it is our priority to have the best.The Benefits of Independence:We operate solely on our clients behalf without the conflicts of interest inherent at many investment firms. Clearpoint Financial does not receive hidden revenue sharing payments or soft-dollar compensation and fully discloses all plan-related fees. We do not have any proprietary investments, recordkeeping systems or limitations regarding which vendors we can engage with.
  • location

    Headquarters:600 108Th Ave Ne , Bellevue, Washington, United States

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  • Clearpoint phone

    Phone Number: +1 206-971-1200

  • Clearpoint website

    Website: https://www.clearpoint401k.com

  • Clearpoint employees

    Employees:31

  • Clearpoint revenue

    Revenue:$1 - 10M

  • Clearpoint legal name

    Legal Name:Clearpoint

  • Clearpoint's Social Media

    Clearpoint linkedin
  • done Is this data correct?
  • |  NAICS Code: 523110  |

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Person level website identification

Owner for Clearpoint

Erin Green

Owner

Person level website visitor identification

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View Employees

Erin Green

Owner

Tim Green

Owner

Mike Brown

Managing Partner

Vicki Cullen

Vice President, Employee Benefit Consultant And Broker

Brandon Koga

Account Director

Frequently Asked Questions regarding Clearpoint

  • Where are Clearpoint's Headquarters?

    Clearpoint's Headquarters are in 600 108Th Ave Ne ,Bellevue,Washington,United States

  • What is Clearpoint's phone number?

    Clearpoint's phone number is +1 206-971-1200

  • What is Clearpoint's official website?

    Clearpoint's official website is https://www.clearpoint401k.com

  • What is Clearpoint's Revenue?

    Clearpoint's revenue is $1 - 10M

  • What is Clearpoint's NAICS code?

    Clearpoint's NAICS code is 523110

  • How many employees are working in Clearpoint

    Clearpoint has 31 employees

  • What is Clearpoint's Industry?

    Clearpoint is in the industry of Financial Services

  • Who is Clearpoint's Owner?

    Clearpoint's Owner is Erin Green

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