Financial Management Service Of America
Miami Category: Pension and Retirement Plan Consultants
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Company representatives
Phone: 786-222-9174
Email: moc.asmfym@sarertnocc
About Financial Management Service Of America
Fee-only SEC registered investment adviser
In addition to financial services for high net worth individuals, executives, widows, and retirees, as a independent fee-only SEC registered investment adviser (RIA) FMSA can provide financial advisory services for your firm's or practice's retirement account, including 401(k) accounts, profit sharing trusts, and SEP accounts. FMSA acknowledges in writing, our role as an ERISA fiduciary, providing safe harbor protection for plan fiduciaries.
Products and Services
- 401(K)
- fiduciary
- estate planning
Business categories
- Management Services
- Asset Management
Location Type
Branch
Revenue
$1,500,000 - $1,750,000
Employees
5 to 9
Years In Business
26
Rating
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