BIRMINGHAM, Ala. (PRWEB) October 18, 2017
Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, today announces that it has been named to the first-ever National Association of Plan Advisors (NAPA) Top DC Advisor Firms list, one of only three firms in Alabama to be recognized.
The list, which ranks individual firms or teams of advisors by defined contribution (DC) assets under advisement,* was published on September 21, 2017, on napa-net.org.
Wayne Bloom, CEO of the firm’s Broker-Dealer, Commonwealth Financial Network, said, “Grinkmeyer Leonard Financial is at the forefront in delivering full-service solutions—to retirement plans sponsors to help them manage their enormous and complex fiduciary responsibilities, as well as to plan participants to help them pursue the rewarding and dignified retirement they deserve. All of us at Commonwealth congratulate Grinkmeyer Leonard Financial and are grateful for the opportunity to support the firm’s retirement plan businesses.”
Grinkmeyer Leonard Financial is an industry leader in helping to provide focused, full-service defined contribution consulting services to employers looking for efficient, effective strategies for their retirement plans. Valerie Leonard, the firm’s co-founder notes, “We are working hard to move the needle when it comes to helping hard-working Americans reach retirement. There is nothing our team is more passionate about than helping employers run more efficient and successful 401(k) plans because that is the key to closing the retirement gap in this country.”
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 crafting unique strategies for each client. For more information, please visit http://www.grinkmeyerleonard.com. Trent Grinkmeyer, Valerie Leonard, Jamie Kertis and Caleb Bagwell are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Grinkmeyer Leonard Financial, Grinkmeyer Leonard Benefits Group, or CES Insurance Agency. Grinkmeyer Leonard Benefits Group and their leadership consulting services are separate and unrelated to Commonwealth. This communication is not intended to replace the advice of a qualified tax advisor or attorney.
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. The firm supports 1,710 independent financial advisors nationwide. For more information, please visit http://www.commonwealth.com.
*The 2017 NAPA Top DC Advisor Firms list is a compilation of individual advisor firms, or teams, solely ranked by DC assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. Overall, 325 qualified firms were considered, of which 250 (77 percent 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.