USI Consulting Group

USI Consulting Group

Financial-Services

Glastonbury, CT
United States
Company Tagline

Your dedicated partner for retirement plan solutions

Industry Category
Financial-Services
Company Description

USI Consulting Group stands as a premier provider of comprehensive financial services, dedicated to empowering organizations and their employees to achieve long-term financial security. With a commitment to excellence and innovation, USI Consulting Group delivers tailored retirement plan solutions designed to meet the evolving needs of a diverse clientele. Located at 95 Glastonbury Blvd, Suite 102, Glastonbury, CT 06033, US, USI Consulting Group is strategically positioned to serve clients across various sectors, including public, private, and non-profit entities.

USI Consulting Group offers a wide array of specialized services, including retirement plan consulting, investment advisory, actuarial valuations, and benefits administration. By leveraging deep industry expertise and a client-centric approach, USI Consulting Group ensures that each client receives personalized guidance and support to optimize their retirement plan offerings. Through proactive management and strategic insights, USI Consulting Group helps organizations enhance employee engagement, improve financial outcomes, and foster a culture of long-term financial well-being.

USI Consulting Group is committed to driving positive change in the financial services landscape. We invite the manager of USI Consulting Group to create a customized and exclusive company showcase and product listing on our platform, to further highlight your unique capabilities and connect with a broader audience.

Key Personnel / Employees
Teddie Grant MBA CFP® CIMA® CLU® Brenda Bachman AIF Eric Sholberg Aaron Roesch

Compare Companies Side by Side

Compare USI Consulting Group with 3 companies in Financial-Services

4 Companies
Comparison Field
USI Consulting Group
USI Consulting Group
Main Company
EPIC Retirement Plan Services
EPIC Retirement Plan...
View Profile
Compass Retirement Consulting Group
Compass Retirement C...
View Profile
Rothschild Wealth Partners
Rothschild Wealth Pa...
View Profile
Founded Year
1993 2006 1908
Company Size
201-500 11-50 51-200
City
Glastonbury, CT Rochester, New York Stratham, NH Chicago, IL
Country
United States United States United States
Skills & Keywords Comparing with main company
20 Total Skills
Retirement Plan Solutions Financial Planning Investment Advisory Actuarial Services Benefits Administration Pension Management Employee Benefits Regulatory & Compliance Defined Contribution Plan Management Defined Contribution Provider Search & Audit Actuarial Valuations DB Plan Termination Benefits Administration Services Employee Stock Ownership Plans Defined Contribution Defined Benefit Retirement Plan Consulting Pension Employee Communication Church Plans
4 Total 1 Common 3 Unique
Match 5%
Common Skills:
Actuarial Services
Unique Skills:
401(k) Recordkeeping Cash Balance Retirement Plan Administration
7 Total 7 Unique
Unique Skills:
3(16) Fiduciary 401(k) Actuary Corporate retirement plan consulting & design Safe Harbor Plans Third Party Administration +1
17 Total 17 Unique
Unique Skills:
401K Alternative Investments CERTIFIED FINANCIAL PLANNERS® Chicago Financial Planner Corporate Retirement Plan Corporate Retirement Plans +11
4
Total Companies
1908
Oldest Founded
1
Countries
47
Unique Skills

Similar Companies

Other organizations in the same industry

First Colony Wholesale
Financial-Services

Opening Doors to Homeownership

Pleasant Grove, Utah
United States
Finansal İletişim Ajansı
Financial-Services

Finansal İletişim Ajansı

FinMart.com
Financial-Services
CreditConnect
Financial-Services

Environmental insights dashboard Get crop specific environmental insights for a farm in an instant.

Alternative Company Names

This company is also known as

USI Consulting Group USI咨询集团 यूएसआई कंसल्टिंग ग्रुप Grupo de Consultoría USI مجموعة يو إس آي للاستشارات ЮСИ Консалтинг Групп Grupo de Consultoria USI