Be Heart Smart & Learn How You Can Keep Your Heart Healthy

Alexis DuffyUncategorized

Red dress for National Wear Red Day

A place to start learning is here : National Heart, Lung and Blood Institute  Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

Happy Holiday!

Alexis DuffyUncategorized

Sloth on Tree Branch

However you celebrate the season, all of us here at PensionmarkMeridien wish you and your loved ones a magical and health holiday. As a reminder the PensionmarkMeridien office in Providence RI, will be closed on Friday 12/24/2021 to allow our teammates to celebrate the holidays with their loved ones. We will reopen on Monday the 27th.  Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers … Read More

Past & Present, Thank You!

Alexis DuffyUncategorized

Veterans Day

 Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

What has your advisor done for you?

Alexis DuffyUncategorized

Sandcastle saying stop waiting

Constantly changing regulations and needs on 401(k) plans means your advisor should be proactive, responsive, and doing much more than just selecting an investment line-up. We can help you be beachy keen.

What has your advisor done for you?

Alexis DuffyUncategorized

Woman Crossing her fingers near a phone

PensionmarkMeridien is a full-service retirement plan advisor. We can help; improve participant outcomes, navigate change and reduced plan sponsor workloads. We provide fiduciary governance, education, relationship management and all the support your plan needs.