SP
Sean Plunkett
Director Of Business Retirement Plans at Pandowealth.
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Work Experience
Sep 2019 - Present · 5 years and 3 months
Director Of Business Retirement Plans
Nov 2021 - Present · 3 years and 1 months
Service Advisor | Business Retirement Plans
Oct 2020 - Nov 2021 · 1 years and 1 months
Associate Advisor | Retirement Plan Solutions
Sep 2019 - Sep 2020 · 1 years
Company Details
11-50 Employees
Our services include Personal & Business CFO (Financial Planning, Investment Management, Tax Prep) and Business Retirement Plans (401ks, Profit Sharing, + Pensions). We are fee-only, fiduciaries always putting our clients' needs first. No products for sale. No referral fees. Just honest, objective advice!
Website
Year Founded
2015
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
1227 N Peachtree Pkwy
Suite 216
Peachtree City, Georgia 30269, US
Keywords
Retirement Plans401(k)solo 401(k)Profit Sharing PlansCash Balance PensioTax Prep & Planning
Contact Details
- Email AddressS**@pandowealth.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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