#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Kate Boschert Email
Director Client Experience . Retirement Plan Advisors
Chicago, IL
Locationk********@retirementplanadvisors.com
Primary EmailHow to contact Kate Boschert
Join and see Kate's contact info for free!Current Roles
Employees:
70Revenue:
$13.2MAbout
Retirement Plan Advisors (RPA) was founded on the belief that personal relationships matter. After decades of providing high-touch service to our clients, we noticed changes in the retirement plan industry when retirement plan providers began introducing web-based services, face-to-face client interactions declined and access to a financial advisor was reduced or eliminated. That didn't feel right to us. So we founded Retirement Plan Advisors in 2000 to deliver personal service and independent investment advice to public sector employers and employees. We believe you should not have to rely solely on a website for something as important as your retirement. Over the years technology certainly has changed, but the conversations with our clients hasnt. We believe our clients want a personal relationship with their financial advisor. They prefer to talk to a person about their retirement, their financial health, and how to handle some of the challenges life hands them. Today, RPA is a leading provider of public sector retirement programs. In communities throughout the country, we proudly tell our clients, they are not alone in planning their retirement. We never forget the person sitting across the table is depending on us to protect their hard earned retirement. That's Our Promise. Office of Supervisory Jurisdiction: 105 West Adams, Suite 2175 | Chicago, IL 60603 | 312.701.1100 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Retirement Plan Advisors and Cambridge are not affiliated.Retirement Plan Advisors Address
105 W. AdamsChicago, IL
United States