Advo(k)ate Advisors
Investment Services Birmingham
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Description
Advo(k)ate Advisors, LLC, a financial services firm, offers experienced guidance for employer-sponsored retirement plans. Our specialized retirement plan team manages defined contribution and benefit plans on over 20 platforms. We provide ongoing consultation and support for retirement plan committees through fiduciary investment advice, compliance assistance, participant education, merger and acquisition consulting, administrative support and more. We customize client engagement to meet their needs.
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Investment Services(659)238-0010 (659)-238-0010 +16592380010