What makes us different?
The one and only focus of AssuredPartners Financial Advisors is to provide the tools, support, and guidance that will afford our clients greater financial freedom in retirement. Whether you are a retirement plan sponsor looking for a plan that simplifies administration, meets the needs of your diverse workforce, and promotes enrollment, or an individual looking for personalized investment advice, our experienced advisors make the difference.
- Independent: Our financial professionals are autonomous, focused on addressing your unique needs.
- Knowledgeable. All of our advisors hold professional designations, including Accredited Investment Fiduciary (AIF)®, Certified Financial Planner (CFP)™, Certified Trust and Financial Advisor (CTFA)™, and Certified Plan Fiduciary Advisor (CPFA).
- Experienced. Combined, our advisors have more than 100 years of industry experience.
- Committed to your success: We seek to help you make better decisions and optimize your options.
Our Services
Specialized services that seek to help plan sponsors improve participant outcomes and manage fiduciary risk.
Our financial professionals can help you make sense of your finances and help you pursue your financial goals.
Proactive education and communication helps employees understand their options.
Our digital investing solution that allows you to invest online with a low starting minimum and low-cost
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.