Channel Financial (now SageView Advisory Group)

Channel Financial (now SageView Advisory Group)

Financial-Services

Golden Valley, MN
United States
Company Tagline

Our passion is about helping organizations improve employee outcomes in their retirement plans acting as a fiduciary.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Steven Woodley Matt Gulseth

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Compare Channel Financial (now SageView Advisory Group) with 3 companies in Financial-Services

4 Companies
Comparison Field
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Founded Year
2001 2006
Company Size
2-10 11-50 2-10
City
Golden Valley, MN Farmington, Utah New Berlin, Wisconsin Denver, Colorado
Country
United States United States United States United States
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
4
Total Companies
2001
Oldest Founded
1
Countries
46
Unique Skills

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Alternative Company Names

This company is also known as

Channel Financial (now SageView Advisory Group) 海峡金融(现为SageView咨询集团) चैनल फाइनेंशियल (अब SageView एडवाइजरी ग्रुप) Channel Financial (ahora SageView Advisory Group) القناة المالية (الآن مجموعة SageView الاستشارية) Channel Financial (maintenant SageView Advisory Group) Channel Financial (теперь SageView Advisory Group) Channel Financial (agora SageView Advisory Group)