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Saunders Financial

Name: Saunders Financial
Address: 17888 US Highway 41 North, Lutz, FL, 33549, USA
Telephone: (813) 875-5800

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17888 US HIGHWAY 41 NORTH LUTZ, FL 33549 Get Directions

(813) 875-5800

http://www.saundersgroup.com/

adm@saundersgroup.com

Business Details

Financial services firm located in Lutz, FL

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Business Info

Founded --
Incorporated FL
Annual Revenue $866,338.00
Employee Count 8
Industries Investment Advice
Contacts John Saunders

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Company Summary

Saunders Financial is based in Tampa, FL. We are a firm of Registered Investment Advisors and pension plan professionals; fully licensed and qualified to serve plan sponsors as an ERISA 3(38) investment manager, or full-scope 3(21) plan advisor on plan design, implementation, fiduciary plan and documents reviews, selection of investment offerings and employee educational meetings, as well as, assisting all individual employees with their fund allocations based on the “prudent man rule”, risk tolerance and time frame to retirement.

Our advisory/consulting service operates on a “top down” approach utilizing quantitative and qualitative analysis to determine the best investment offerings based on performance, cost, investment manager tenure, and Beta and Alpha calculations.

As an ERISA Section 3(38) investment manager, or full-scope 3(21) co-fiduciary, we add another layer of liability protection to plan sponsors.

VERIFIED Status: UNVERIFIED

Address:
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LAST VERIFIED: --

Phone:
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Hours

Sunday --
Monday 8:00^AM - 5:00^PM
Tuesday 8:00^AM - 5:00^PM
Wednesday 8:00^AM - 5:00^PM
Thursday 8:00^AM - 5:00^PM
Friday 8:00^AM - 5:00^PM
Saturday --

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