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Summit Group 401k Consulting, an Alera Group Company

Summit Group 401k Consulting, an Alera Group Company


Summit Group 401k Consulting, an Alera Group Company's financial review

Employees

4


Summit Group 401k Consulting, an Alera Group Company information

Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC; Alera Group, Inc.; Summit Gr...
Summit Group 401(k) Consulting, an Alera Group Company, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC; Alera Group, Inc.; Summit Group of Virginia, an Alera Group Company; and Summit Group 401(k) Consulting, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

Summit Group 401k Consulting, an Alera Group Company industries

Financial wellness
401
Investment advice
Fiduciary support

Summit Group 401k Consulting, an Alera Group Company's financial review

Employees

4

Employees

Retirement Plan Advisor
Senior Retirement Plan Advisor
Client Operations Manager
Lead Partner, Retirement Plan Consulting

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