World Investment Advisors (formerly Pensionmark)
Financial-Services
Website
Company Tagline
Pensionmark Financial Group is now World Investment Advisors, LLC.
Industry Category
Business Keywords
Company Description
World Investment Advisors, a leading name in Financial Services, offers comprehensive support to a vast network of advisors and clients across the United States. Formerly known as Pensionmark Financial Group, World Investment Advisors leverages decades of experience to provide top-tier wealth management and retirement plan consulting services. Located at 24 E. Cota Street Ste. 200, Santa Barbara, CA 93101, US, World Investment Advisors is dedicated to fostering financial success and security for its diverse clientele.
The firm specializes in a wide array of services, including executive deferred compensation, 401(k) profit sharing, retirement planning, and defined benefit pensions. World Investment Advisors is committed to serving not-for-profit organizations and providing tailored wealth management solutions. With a strong foundation built on integrity and client-focused strategies, World Investment Advisors continues to be a trusted partner in the financial industry.
With a network supporting billions in assets, World Investment Advisors remains at the forefront of the financial services sector. The team's expertise and dedication ensure that clients receive the highest quality advice and support. We invite the management of World Investment Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
World Investment Advisors, un nom de premier plan dans les services financiers, offre un soutien complet à un vaste réseau de conseillers et de clients à travers les États-Unis. Anciennement connu sous le nom de Pensionmark Financial Group, World Investment Advisors s'appuie sur des décennies d'expérience pour fournir des services de conseil en gestion de patrimoine et en planification de la retraite de premier ordre. Situé au 24 E. Cota Street Ste. 200, Santa Barbara, CA 93101, États-Unis, World Investment Advisors se consacre à favoriser la réussite financière et la sécurité de sa clientèle diversifiée.
L'entreprise est spécialisée dans un large éventail de services, notamment la rémunération différée des cadres, le partage des bénéfices 401(k), la planification de la retraite et les régimes de retraite à prestations définies. World Investment Advisors s'engage à servir les organisations à but non lucratif et à fournir des solutions de gestion de patrimoine sur mesure. Avec une base solide construite sur l'intégrité et des stratégies axées sur le client, World Investment Advisors continue d'être un partenaire de confiance dans le secteur financier.
Avec un réseau soutenant des milliards d'actifs, World Investment Advisors reste à l'avant-garde du secteur des services financiers. L'expertise et le dévouement de l'équipe garantissent aux clients des conseils et un soutien de la plus haute qualité. Nous invitons la direction de World Investment Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare World Investment Advisors (formerly Pensionmark) with 3 companies in Financial-Services
| Comparison Field |
World Investment Advisors...Main Company |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
KMG WealthView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1953 | 1997 | |
|
Company Size
|
— | 1,001-5,000 | 501-1,000 | 2-10 |
|
City
|
Santa Barbara, CA | Miles City, MT | Ahmedabad, Gujarat | |
|
Country
|
United States | India | ||
|
Skills & Keywords
Comparing with main company
|
12 Total Skills
Financial Services
Wealth Management
Retirement Planning
Investment Advisory
Pension Services
401(k) Plans
Financial Consulting
Executive Deferred Compensation
401(k) Profit Sharing
Not-for-Profit
Defined Benefit Pension
Financial Planning
|
13 Total
13 Unique
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
13 Total
1 Common
12 Unique
Match
8%
Common Skills:
Financial Services
Unique Skills:
Banking
Commercial Banking
Commercial Insurance
Commercial Lending
Insurance
Investment Management
+6
|
7 Total
1 Common
6 Unique
Match
8%
Common Skills:
Investment Advisory
Unique Skills:
Corporate Deposits
Estate Planning
General & Health Insurance
Insurance Planning & Risk Management
Mutual Funds
Tax Plannig
|
4
Total Companies1953
Oldest Founded2
Countries42
Unique SkillsSimilar Companies
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Alternative Company Names
This company is also known as