PENSIONMARK FINANCIAL GROUP
Pensionmark Financial Group is an investment adviser that is affiliated through common ownership with Pensionmark Securities. It was nominated by industry professionals and selected based on a quantitative evaluation of service levels and feedback from plan sponsor clients. Pensionmark ranked No. 50 among financial services firms and No. 826 overall in the 2013 Inc. 500|5000 lists. It was founded in 1988 and is based in Santa Barbara, California.
PENSIONMARK FINANCIAL GROUP
Industry:
Finance Financial Exchanges Financial Services Personal Finance
Founded:
1988-01-01
Address:
Santa Barbara, California, United States
Country:
United States
Website Url:
http://www.pensionmark.com
Total Employee:
251+
Status:
Active
Contact:
+1 888-201-5488
Email Addresses:
[email protected]
Total Funding:
1.68 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Universal Analytics Font Awesome
Similar Organizations
AIICO Pension Managers Limited
We offer Pension fund administration and excellent customer service in the pension industry.
Arden Group
Arden Group is a privately held, vertically-integrated real estate fund manager, investor, and operator.
Caravel Capital Investments
investment manager, hedge fund manager, wealth building, off-shore investing, hedge fund, high returns, market-neutral
IntercontinentalExchange
Intercontinental Exchange is an operator of regulated exchanges and clearing houses serving the risk management needs of global markets.
LendingTree
LendingTree is an online lending exchange that connects consumers with multiple lenders who compete for their business.
Linxo Group
Linxo Group enables financial innovation with its open banking technologies: Account Information Services & Payment initiation Services.
MASAN Group
MASAN Group is one of Vietnam’s largest private sector companies with a focus on the consumption and resources sectors.
People's Pension
People's Pension seeks to provide pension and other financial services, particularly, for the informal sector across emerging markets
The Rise Fund
The Rise Fund is committed to achieving social and environmental impact alongside financial returns.
Thrivent Financial
Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously.
Together Money
Together is a specialist lender, offering short-term finance, auction finance, personal, commercial.
UNO Money Transfers
UNO Money Transfers is a multinational money transfer company that automates your money transfer business in a simple and secure manner.
Current Employees Featured
Official Site Inspections
http://www.pensionmark.com
- Host name: 199.60.103.14
- IP address: 199.60.103.14
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "Pensionmark Financial Group"
Wealth Management for Private Clients - PensionmarkMeridien
Each mandate is different and understanding the legacy a family, company, or organization wishes to impart is critical to designing an investment portfolio. We help directors and trustees …See details»
World Investment Advisors - Crunchbase Company …
World Investment Advisors is an investment adviser that is affiliated through common ownership with Pensionmark Securities. It was nominated by industry professionals and selected based on a quantitative evaluation of service levels …See details»
Pensionmark Announces Rebrand to World Investment Advisors
Jul 10, 2024 Pensionmark, with $55 billion in ... in retirement plans, risk management and insurance solutions as well as the resources made available through the World organization. ...See details»
Pensionmark Rebrands As World Investment Advisors - Financial …
Jul 11, 2024 Pensionmark Financial Group, a financial advisory firm based in Santa Barbara, Calif., that is a division of World Insurance Associates, is changing its name to World …See details»
Pensionmark is Now World Investment Advisors
Jul 10, 2024 Pensionmark Financial Group, a retirement plan and financial advisory firm and division of World Insurance Associates LLC, announced Wednesday that it has rebranded to World Investment Advisors LLC. The …See details»
World Insurance Associates LLC To Acquire …
Sep 17, 2024 The transaction includes Pensionmark’s Advisor Support Platform, the Pensionmark Financial Group registered investment advisor and the Pensionmark Securities broker-dealer. For more than 30 years, Pensionmark …See details»
Pensionmark enters a new era with World Investment …
Jul 10, 2024 "Pensionmark has quietly but deliberately built itself into a full-service wealth management enterprise focused on serving fee-based advisors who support a sophisticated client base," Hammond added.See details»
Jonathan Curley Joins Pensionmark, A World Company as Global …
SANTA BARBARA, Calif., May 1, 2023 — Pensionmark, A World Company, the financial services division of leading insurance services organization World Insurance Associates, announced …See details»
PENSIONMARK REBRANDS TO WORLD INVESTMENT ADVISORS
Jul 10, 2024 Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark …See details»
Pensionmark Embraces Parent In Rebrand To World …
Jul 10, 2024 Pensionmark Financial Group, the wealth management arm of World Insurance Associates, announced that it rebranded to World Investment Advisors.The move is intended to better represent the firm’s financial services …See details»
TFS Wealth Management Joins Pensionmark as a World Insurance …
Aug 23, 2023 About Pensionmark, A World Company ... and is a nationally ranked, full-service insurance organization providing individuals and businesses with top products and services …See details»
Independent, Diversified Financial Services | About …
The team at PensionmarkMeridien are Independent Investment Advisor Representatives of Pensionmark® Financial Group. As of December 31, 2018 the Pensionmark network of …See details»
Debbie Matustik - Managing Director, Retirement Plan Advisor
Managing Director; Retirement Plan Advisor, Pensionmark Austin · The team of professionals at Pensionmark provides unbiased retirement plan consulting, financial planning, and investment …See details»
Pensionmark Ranked in Inc. Magazine
Inc. Magazine ranked Pensionmark Retirement Group No. 1122 in its thirty third annual Inc. 500/5000 list and No. 71 among the Top Financial Services Companies. This is the third …See details»
Qualified Retirement Plans | 401(k), 403(b) & more
A successful retirement plan can positively impact your organization’s talent acquisition, retention, and employee satisfaction. However, implementing and managing a 401(k), 403(b), Defined …See details»
TFS Wealth Management Joins Pensionmark as a World
Aug 23, 2023 About Pensionmark, A World Company ... and is a nationally ranked, full-service insurance organization providing individuals and businesses with top products and services …See details»
Pensionmark Adds $1B Meridien Benefits to Network
Pensionmark is pleased to welcome its newest affiliate, Meridien Benefits, Inc. (“Meridien”). Meridien is a leading provider of employee benefit plan consulting, investment and insurance …See details»
The CARES Act and Your Organization's Retirement Plan - Q+A
On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25, 2020. …See details»
Privacy Policy - pensionmark.com
Jan 1, 2020 “Opting-Out” of Third-Party Disclosures: If a client does not want a financial advisor to retain copies of client sensitive information when he/she leaves Pensionmark to join another …See details»