BIRMINGHAM, Ala. (PRWEB) January 21, 2019
Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, today announces that it has been named to the National Association of Plan Advisors (NAPA) 2018 Top DC Advisor Teams list. Now in its second year, the list was featured in a recent NAPA Net Daily newsletter and is featured online. Grinkmeyer Leonard Financial is one of only four firms in Alabama to be recognized. This year’s list includes advisors that are “working to help Americans prepare for a financially satisfying retirement.”
“Congratulations to Grinkmeyer Leonard Financial for being recognized as a top DC advisor team,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Grinkmeyer Leonard Financial’s Registered Investment Adviser–broker/dealer. “This team provides guidance to help build a financially sound retirement for many working Americans. We value their commitment to the industry, their partnership with Commonwealth, and their ongoing efforts to better the financial livelihood of their clients. We look forward to supporting their continued accomplishments.”
Valerie Leonard, co-founder of Grinkmeyer Leonard Financial, remarked, “In an environment where 401(k) plans have become so complicated for employers to run, we remain focused on proactively implementing processes and procedures that will help provide fiduciary protection and simplify oversight so that hard-working Americans can be confident their company is committed to offering a best-in-class retirement plan and creative financial wellness programs.”
The NAPA Top DC Advisor Teams* list includes defined contribution (DC) practices ranked by self-reported DC assets under advisement. Practices with assets under advisement of more than $100 million are featured. Nearly 300 firms submitted applications, of which 255 (85% of candidates) were recognized. For more information, please visit http://www.napa-net.org.
About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 1950 Stonegate Drive, Suite 275, Birmingham, Alabama, 35242, the firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services. For more information, please visit http://www.grinkmeyerleonard.com.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit http://www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
*The 2018 NAPA Top DC Advisor Teams List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 300 qualified firms were considered, of which 255 (85% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: http://www.napa-net.org.