PlanMember Financial Corporation Opens New Financial Center in New Jersey

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PlanMember Financial Corporation has announced the opening of a new financial center called The 401(k) Group, located in Red Bank, NJ. The center is owned and managed by Joe Fernandes, a securities-licensed financial services professional with over 27 years of experience.

Joe expresses his excitement about partnering with PlanMember, highlighting the support he receives in terms of business development, marketing, recruiting, and compliance. With these services provided, Joe can focus on serving the needs of his clients.

The services offered by The 401(k) Group extend beyond retirement planning and include general investing, college funding, income strategies, estate planning, and insurance needs. The experienced team at the center is ready to provide personalized solutions tailored to each client’s unique circumstances.

PlanMember specializes in the 403(b), 457(b), and 401(k) marketplace and currently manages over $16 billion in assets. The company has established 48 Financial Centers in 25 states and aims to expand to 80 centers nationwide.

Jon Ziehl, President and CEO of PlanMember, expresses excitement about the partnership with Joe and highlights the affiliation with The 401(k) Group as part of the company’s efforts to extend its business model across the United States, including the opening of its first Financial Center in New Jersey.

PlanMember Financial Corporation, headquartered in Carpinteria, CA, has been providing personalized retirement planning and administrative services for over three decades. Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor, and member FINRA/SIPC. The 401(k) Group and PlanMember Securities Corporation are independently owned and operated companies.

To learn more about The 401(k) Group, visit planmember.com/the401kgroup.

PlanMember Financial Corporation operates in the financial services industry, specifically specializing in retirement planning and administrative services. The company focuses on the 403(b), 457(b), and 401(k) marketplace, providing personalized solutions for individuals looking to plan for their future. PlanMember currently manages over $16 billion in assets, showcasing their expertise in the industry.

The opening of The 401(k) Group in Red Bank, NJ is a significant milestone for both PlanMember and Joe Fernandes, the owner and manager of the center. With over 27 years of experience in the field, Joe brings a wealth of knowledge and expertise to the financial center. The partnership with PlanMember allows him to benefit from their support in business development, marketing, recruiting, and compliance.

The services offered by The 401(k) Group go beyond retirement planning, encompassing general investing, college funding, income strategies, estate planning, and insurance needs. This comprehensive range of services demonstrates the center’s commitment to meeting the diverse financial needs of their clients.

The expansion of PlanMember’s Financial Centers is a testament to the company’s growth and success. Currently operating 48 centers in 25 states, PlanMember aims to further expand to 80 centers nationwide. This expansion strategy aligns with their goal of extending their business model across the United States.

The partnership with Joe and the opening of The 401(k) Group in New Jersey signifies an important step towards achieving this expansion. PlanMember’s President and CEO, Jon Ziehl, expresses excitement about the affiliation with The 401(k) Group and emphasizes its significance in the company’s broader efforts.

As a registered broker/dealer and investment advisor, PlanMember Securities Corporation (PSEC) offers securities and advisory services. This registration ensures that the company adheres to the necessary regulations and provides reliable financial services to its clients. The 401(k) Group and PlanMember Securities Corporation are independently owned and operated entities.

For more information about The 401(k) Group and their services, individuals can visit planmember.com/the401kgroup. This website provides a valuable resource for accessing detailed information about the center and the financial services they offer.