Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
778 days old
General
Location
Village Of Lakewood, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$380,000,000.00
Gross Revenue
$640,000.00
# of Accounts
37
Avg Client Age
50
Overview

We're Insight Financial Partners, LLC, a financial services advisory firm, specializing in the fiduciary support services of employer sponsored retirement plans. We collaborate with employer plan sponsors in an independent and objective manner, dedicated to working Americans who we fundamentally believe deserve to achieve financial independence and retire on their own terms with dignity.

We are free of any proprietary constraints or conflicts of interest, as we adhere to a true fiduciary standard of care. As a Registered Investment Advisor (RIA) hybrid business model, Insight Financial Partners, LLC has joined Global Retirement Partners, LLC and LPL Financial to lead the way to retirement readiness for generations of employees within the organizations that we have the privilege of partnering with.

Our success comes from your plan's success. With dedication, cutting edge tools and high-impact education, combined with a commitment to impeccable service, we will help you set a clear direction toward your plan participant's successful retirement plan outcomes.

As an employer sponsored retirement plan focused practice, we are dedicated to the positive advancement of the retirement plan landscape, and we are a business model that is a part of a community that values best practice sharing and is not only the best in the industry, but the best for the industry.

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