Company Tagline
We help Chick-fil-A Operators and Support Center Staff grow wealth to empower purposeful living + giving.
Industry Category
Business Keywords
Company Description
Pandowealth is a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. Located in Peachtree City, Georgia, at 151 Highway 74 S, Box 2164, Peachtree City, Georgia 30269, US, Pandowealth specializes in providing comprehensive financial planning, investment management, and tax preparation services.
Pandowealth distinguishes itself by operating as a fee-only, fiduciary firm, ensuring that clients' interests always come first. The company offers a range of services including Personal & Business CFO services and Business Retirement Plans (401ks, Profit Sharing, + Pensions). Pandowealth’s approach focuses on delivering honest and objective advice, fostering long-term financial well-being for its clients.
With a dedication to excellence and a client-centric approach, Pandowealth continues to expand its reach and impact in the financial services sector. Pandowealth’s mission is to help clients grow their wealth to empower purposeful living and giving. We invite the management team at Pandowealth to create a customized and exclusive company showcase and product listing on our platform to further highlight your offerings and connect with a broader audience.
Key Personnel / Employees
Compare Companies Side by Side
Compare Pandowealth with 3 companies in Financial-Services
| Comparison Field |
PandowealthMain Company |
Em
Emjay CorporationView Profile |
Summit Group 401k Co...View Profile |
Lauderdale AdvisorsView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2016 | ||
|
Company Size
|
— | 201-500 | 11-50 | 2-10 |
|
City
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Peachtree City, Georgia | Virginia Beach, Virginia | Fort Lauderdale, FL | |
|
Country
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United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Financial Planning
Investment Management
Tax Preparation
Retirement Plans
401(k)
Profit Sharing
Fee-Only Financial Advisor
Profit Sharing Plans
Cash Balance Pension
Tax Prep & Planning
solo 401(k)
|
5 Total
5 Unique
Unique Skills:
Defined Benefit plans
documents
KEOGH
recordkeeping
Trustee
|
11 Total
11 Unique
Unique Skills:
403(b)
Asset Allocation
Employee Education
ERISA
Fee Benchmarking
Fiduciary Support
+5
|
8 Total
2 Common
6 Unique
Match
18%
Common Skills:
Financial Planning
Investment Management
Unique Skills:
Family Businesses
Insurance Planning
IRA
Retirement Income
Retirement Planning
Risk Management
|
4
Total Companies2016
Oldest Founded1
Countries33
Unique SkillsSimilar Companies
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Alternative Company Names
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