Advizrs

Financial Services - St. Petersburg, FL, US

Advizrs Employees
Kelly Carlson

Principal and Managing Director, Retirement Consultant

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Advizrs Senior Management
Kelly Carlson

Principal and Managing Director, Retirement Consultant

Contact Kelly Carlson

Contact All Advizrs Employees
Advizrs Details

At Advizrs, we work directly with plan sponsors and plan participants to create effective retirement plan solutions that meet their unique needs. Our independent and unbiased retirement plan consultants, Kelly Carlson and Shannon McIntosh, offer clients over 30 years of combined industry experience. By keeping our clients at the forefront of our business model, we are able to give them piece of mind in an ever-changing landscape with regards to plan design, regulation, and compliance.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Advizrs are not affiliated.

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Website: advizrs.com
Employees: 5 - 9
HQ: 813-760-1769
Location: St. Petersburg, FL, US
Revenue: Not Available
Fiduciary Risk Management Services Fee Benchmarking & Vendor Analysis Plan Design Consultation Participant Education Employee Benefits Fee Benchmarking & Vendor Analysis Fee Benchmarking & Vendor Analysis
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