Our passion is about helping organizations improve employee outcomes in their retirement plans acting as a fiduciary.
Channel Financial, now known as SageView Advisory Group, is a leading force in the financial services industry, dedicated to enhancing retirement plan outcomes for organizations. Located at 7500 Olson Memorial Highway, Suite 225, Golden Valley, MN 55427, US, Channel Financial's mission is to protect fiduciaries from liabilities related to retirement plans while optimizing investment opportunities and promoting financial security for participants.
Channel Financial delivers top-tier retirement programs by focusing on cost containment, regulatory compliance, and independent, prudent processes. The company’s value proposition includes comprehensive investment due diligence, plan design assistance, vendor benchmarking, and robust employee communications, ensuring clients receive unparalleled support.
With a team of dedicated retirement plan specialists, Channel Financial provides expert consulting and account management services, leveraging significant industry experience and extensive resources. Channel Financial continues to set the standard for excellence in retirement planning and financial advisory services. We invite the manager of Channel Financial to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.
Channel Financial, désormais connu sous le nom de SageView Advisory Group, est un acteur majeur du secteur des services financiers, dédié à l'amélioration des résultats des régimes de retraite pour les organisations. Située à 7500 Olson Memorial Highway, Suite 225, Golden Valley, MN 55427, États-Unis, la mission de Channel Financial est de protéger les fiduciaires contre les responsabilités liées aux régimes de retraite tout en optimisant les opportunités d'investissement et en promouvant la sécurité financière des participants.
Channel Financial offre des programmes de retraite de premier ordre en se concentrant sur la maîtrise des coûts, la conformité réglementaire et des processus prudents et indépendants. La proposition de valeur de l'entreprise comprend une diligence raisonnable complète en matière d'investissement, une assistance à la conception de plans, une analyse comparative des fournisseurs et des communications robustes avec les employés, garantissant aux clients un soutien inégalé.
Avec une équipe de spécialistes dédiés aux régimes de retraite, Channel Financial fournit des services d'expertise-conseil et de gestion de comptes, tirant parti d'une expérience significative du secteur et de ressources étendues. Channel Financial continue d'établir la norme d'excellence en matière de planification de la retraite et de services de conseil financier. Nous invitons le gestionnaire de Channel Financial à créer une vitrine d'entreprise personnalisée et exclusive ainsi qu'une liste de produits sur notre plateforme afin de mettre davantage en valeur leurs services exceptionnels.
Compare Channel Financial (now SageView Advisory Group) with 3 companies in Financial-Services
| Comparison Field |
Channel Financial (now Sa...Main Company |
CFO Ortho LLCView Profile |
Du Charme Wealth Man...View Profile |
LOTUS Financial Part...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2001 | 2006 | |
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Company Size
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— | 2-10 | 11-50 | 2-10 |
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City
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Golden Valley, MN | Farmington, Utah | New Berlin, Wisconsin | Denver, Colorado |
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Country
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United States | United States | United States | United States |
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Skills & Keywords
Comparing with main company
|
10 Total Skills
Financial Consulting
Retirement Planning
Investment Advisory
401k Advisor
Financial Planning
Wealth Management
Fiduciary Services
De-Risking & Termination Services
Financial Advisor
Defined Benefit Plans
|
15 Total
15 Unique
Unique Skills:
Accounting
ADP
Bill.com
Bookkeeping
Canopy
CFP
+9
|
7 Total
1 Common
6 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
Fiduciary
Insurance
Investments
Retirement Plans
Strategic Planning
Wealth
|
17 Total
1 Common
16 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
Asset Allocation
Budget Planning
Distribution Planning
Educating Women
Financial Literacy
Financial Management
+10
|
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