Saunders Financial

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id: 40305353
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17888 US Highway 41 North
Lutz, FL 33549

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(813) 875-5800
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Main categories:

Investigative Services

Related categories:

Business to Business

,

Business Services

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15% OFF all yearly plans
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Owner Message
  • Saunders Financial is based in Tampa, FL. We are a firm of Registered Investment Advisors and pension plan professionals; fully licensed and qualified to serve plan sponsors as an ERISA 3(38) investment manager, or full-scope 3(21) plan advisor on plan design, implementation, fiduciary plan and documents reviews, selection of investment offerings and employee educational meetings, as well as, assisting all individual employees with their fund allocations based on the “prudent man rule”, risk tolerance and time frame to retirement.

Additional information
  • Hours: Mon 08:00am-05:00pm, Tue 08:00am-05:00pm, Wed 08:00am-05:00pm, Thu 08:00am-05:00pm, Fri 08:00am-05:00pm
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