Just because you are nice, that doesn’t have to mean you have to finish last.
Nobody is an island and working together is a whole lot easier.
You don't actually have to go slow and steady to win the race.
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Our partner firms are independently managed and connected through shared ideas, tools and talent so that we can all collaborate, innovate and grow. Our partnership provides clients better experiences and outcomes.
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SAN FRANCISCO (April 29, 2019) – This spring, Nate White, president at Teros Advisors, hired two new employees, Rick Ferguson, a retirement plan advisor, and Marivic Hammond, a retirement plan consultant. Teros Advisors is an independent retirement advisory firm based in San Francisco, formerly known as SLW Retirement Advisors. Teros Advisors affiliates with Resources Investment […]
Two Resources’ Partner firms win 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Chepenik Financial (Large Team Category) Bukaty Companies Financial Services (Mega Team Category) The advisers were honored at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner on March 28. See a list of 2019 winners here. Additionally, two Resources’ Partner firms were 2019 finalists […]
Pensions & Investments awarded 1st place Eddy Awards to Resources Investment Advisors and two partner firms on March 11th, 2019. The Eddy Awards are an annual program recognizing plan sponsors and service providers that exhibit best practices in offering investment and financial education to defined contribution plan participants. The details included in the awards ceremony were listed […]
Here are a few of the really awesome ways
they are giving back in their communities.