Plexus Financial Services, Llc

Description

• Plexus Financial Services, LLC, provides independent advice on corporate retirement strategies, collaborating with employers to help ensure that those strategic objectives and fiduciary obligations are met, while helping participants achieve their retirement goals through their defined contribution, defined benefit and non-qualified plans.As a co-fiduciary, we provide comprehensive investment, plan design, fiduciary assistance, provider management and consulting services for employers of all sizes.We focus on mitigating fiduciary risk, developing plan designs, provider partnerships and open fund architectures that help deliver solutions for our plan sponsor clients and their participant's retirement planning needs.With the firm's understanding of investment fiduciary standards of care and ISO assessment procedures, we perform fiduciary assessments to help verify or certify an entity's conformity to CEFEX's (Center for Fiduciary Excellence) Global Fiduciary Standard of Excellence.The financial advisors of Plexus Financial Group offer securities and advisory services offered through Commonwealth Financial Network, www.finra.org, www.sipc.org, a Registered Investment Adviser. Plexus Financial Services, LLC 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010 Phone: 847-307-6100This communication is strictly intended for individuals residing in the states of California, Colorado, Illinois, Michigan, New York, Oklahoma, Tennessee, Texas, Washington, Wisconsin. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html.
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  Headquarters:21805 Field Parkway Suite 300, Deer Park, Illinois, United States

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  Phone Number: +1 847-307-6100

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  Website: https://www.plexusfs.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Plexus Financial Services, Llc

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• |  NAICS Code: 524210  |

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