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Plexus Financial Services, LLC
       
 
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Plexus Financial Services, LLC
 
 
Overview: 

Throughout our 20+ year history, Plexus has been committed to being innovative, results-driven and dedicated to delivering expert independent insurance and financial advice coupled with superior service. The Plexus management team, now with our many associates, is united by the strengths that differentiate us within our industry. We pride ourselves on product knowledge, reliable service, and the trust we develop with our clients.



Plexus Financial Services, LLC emerged out of Plexus’ guiding principle to create and deliver the best possible value to our clients. We provide independent and objective advice on corporate retirement plan strategies. We collaborate with employers to ensure that those strategic objectives are met, while helping participants pursue their individual goals through their defined contribution, defined benefit and non-qualified plans.



Today, Plexus Financial Services continues to grow within those same traditions that began back in 1990. As a 3(21) investment co-fiduciary with our clients, we facilitate the process of constructing the most suitable plan design for their organization. We provide guidance in selecting and maintaining prudent provider platforms for their plan, objectively consult on financial reviews of the plan’s performance, and provide interactive employee education that encourages individual retirement planning participation.


 
 
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