Source Companies, LLC
Source Companies offers small to medium sized businesses comprehensive retirement plan services and solutions including an open architecture 401(k) solution that offers superior plan design ...
Founded in 2001, Source Companies became an Ancora subsidiary in 2008 in order to capitalize on the opportunities in the rapidly expanding 401(k) marketplace. Through Ancora’s increased distribution capabilities, Source Companies has been able to leverage its deep retirement plan experience to become a fast growing retirement plan services company focused on open architecture 401(k) plans. Staffed with in-house sales, service and plan design specialists, Source Companies is uniquely positioned to offer a superior 401(k) experience to its clients. Source Companies provides Retirement Planning Services through its subsidiary Safeguard Securities, Inc. Safeguard Securities, Inc. is dual registrant broker dealer, member FINRA/SIPC, and an SEC Registered Investment Advisor. A more detailed description of the company, its management and practices can be found by clicking here for its Firm Brochure, Form ADV Part 2A.
Address: 6060 Parkland Boulevard, Suite 200 Cleveland, Ohio 44124, USA
Phone: +1 216 593 5090/800 539 8429
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