We believe financial planning should reflect your personal values and life aspirations. Our dedicated advisers will help you navigate your financial path with a holistic strategy tailored just for you. Transform confusion into confidence and take charge of your financial future. #PensionProfessionals #YourSuccessMatters #FinancialExperts
About us
Pension Professionals, founded in 1995 and located in Biddeford, ME is one of the few leading regional, independent firms whose team is 100 percent devoted to high-caliber retirement plan consulting. Attributes of our brand are knowledge, operational efficiency and advanced technology delivered in a rigorous process and wrapped in a genuine focus on client service. Our reputation for results is built on successful execution and service to mid to large-scale plan sponsors in the private, public and nonprofit sectors. Independence thrives today in Pension Professionals. Experience it in the energy of its seasoned team of talented professionals. To serve our growing client base, Pension Professionals maintains a national presence with its membership in the Retirement Plan Advisory Group Alliance-A group of over 600 advisors, representing over 250 firms in 45 states dedicated to serving over 15,000 retirement plans with total retirement plan assets in excess of $50 billion. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pension Professionals are not affiliated.
- Website
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http://www.valueofadvice.com
External link for Pension Professionals
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Biddeford, Maine
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Qualified and Non-Qualified Retirement Plans and Financial Planning
Locations
Employees at Pension Professionals
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Sharon Bunker, FPQP™, CRPS®
Senior Administrative Assistant at Pension Professionals
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Laura Eves
Creating processes, organizing, and problem-solving
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Randy Redd MBA AIF
Founder - National Pension Professionals,401(k), Company Benefits, Retirement & Financial Advisor
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Roland Gagne, MSFS, ChFC®, CFP®, AIF®
Client Service Director at Pension Professionals
Updates
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Your personal goals are the compass guiding our work at Pension Professionals. Experience the true value of advice as we bring clarity and purpose to your financial journey. Your aspirations take center stage. Inquire today at valueofadvice.com #PensionProfessionals #ValueofAdvice #YourSuccessMatters
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Money isn't the only measure of wealth. Take a moment to reflect on what truly matters to you and your loved ones. Our latest article explores the valuable lessons we can learn from the wealthiest individuals about setting meaningful goals and living a fulfilling life. Join us in this journey of self-discovery. Article: https://lnkd.in/ejSwsGMw #PensionProfessionals #Growth #WealthManagement #WealthLessons
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Our expert team takes a unique approach, integrating your core values and life goals into your financial plan. Together, we'll create a roadmap to financial stability that aligns with what truly matters to you. Experience the peace of mind that comes from a clear and purposeful financial journey. #PensionProfessionals #YourSuccessMatters #FinancialExperts
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Your journey to success is about more than just numbers—it's about living life on your own terms. With Pension Professionals' wealth management philosophy, we prioritize aligning your wealth with your deepest aspirations. Join us in crafting a financial strategy that reflects your unique vision for the future. #PensionProfessionals #YourSuccessMatters #WealthManagement
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Today, we come together to celebrate the spirit of freedom, unity, and pride in our great nation. Let's honor the bravery and sacrifices of those who fought for our independence and continue to cherish the liberties we hold dear. Enjoy the fireworks, festivities, and the joyous moments with family and friends. Have a safe and wonderful Fourth of July from Pension Professionals! #PensionProfessionals #IndependenceDay2024 #CelebratingIndependence #FreedomUSA
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Is your business plan equipped to handle the unexpected twists and turns? It's time to stress test your strategies and ensure your exit plan is on track. Pension Professionals is here to help you delve into why stress testing is crucial for the long-term success of your business. #PensionProfessionals #Growth #BusinessPlanning #PlanB
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Our holistic approach considers your values, beliefs, and life purpose, guiding you toward a future that's both financially secure and deeply fulfilling. Say goodbye to confusion and hello to clarity as we work together to unlock the full potential of your financial journey. #PensionProfessionals #YourSuccessMatters #FinancialExperts
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Success isn't one-size-fits-all, and neither is our wealth management philosophy. With Pension Professionals, you'll experience personalized guidance that prioritizes your unique vision for success. Let's collaborate on a strategy that empowers you to live the life you've always dreamed of. #PensionProfessionals #YourSuccessMatters #WealthManagement
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Success isn't just about talent, it's about continuous learning and growth. Learn a four-step process that successful individuals swear by to maximize their competence and achieve outstanding results. Lifelong learning is the key to unlocking your full potential. #PensionProfessionals #PersonalGrowth #Success #Entrepreneurship
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