Group IRA And Non IRA Accounts

“To win in the marketplace you must first win in the workplace.”

— Doug Conant - former President and CEO of the Campbell Soup Company

401k, Group IRA, 403(B), 457(B) Plans

  • 1 On 1 Education And Financial Planning

    Here at George Financial you get full access to our team. We will sit down and educate you on the different plans available to best serve your employees. We will review your current plans if you have them and show you what benefits we will be able to offer.

  • Fiduciary Standard

    We are governed by the Investment Advisers Act of 1940 (also called the “Advisers Act”), which holds us to a fiduciary standard. We have a duty of care and a duty of loyalty to our clients. This is a higher standard than the “suitability” standard that brokers are held to.

  • Attract And Retain Your Employees

    People care more than ever to work with a company that cares for them. A company that provides benefits to help enhance their life. Group retirement plans are a great way to better serve your employees and attract new hires.

  • Custody With Charles Schwab

    Charles Schwab is our main custodian for client investment accounts. We chose Schwab because of their user friendly account access, and the institutional research that is made available to advisers.

Schedule A Discovery Call

Deal With Real People That Care

At George Financial You Will Get To Deal DIRECTLY With Our Team. When You Call You Won’t Get An Automated Message, You Get a REAL Person Every time. We Take Pride In Building Relationships Built On Trust.