School Benefit Services is now a PlanMember Financial Center in Sacramento


CARPINTERIA, Calif.– (BUSINESS WIRE) – Marina armbruster, founder of Educational services in Sacramento, is happy to announce its affiliation with Plan members’ securities company. As a new member of the Plan Financial center, School Benefit Services will expand retirement and investment planning and financial education opportunities for community educators. Sacramento domain, in particular Yuba, Sutter and Investor counties.

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Marina armbruster, Educational benefits services, Sacramento, California (Photo: Business Wire)

With over $ 11 billion in assets, PlanMember specializes in the 403 (b), 457 (b) and 401 (k) paid markets. By partnering with PlanMember as a financial center, advisors can leverage the support resources and privileged market access of a national company while maintaining their own local identity. To date, PlanMember has established 37 financial centers in 20 states, with the goal of expanding to 80 nationwide.

Marina armbruster founded School Benefit Services in 2009 after 21 years in the financial services industry. It provides retirement planning services, including insurance products, Section 125 plans and other benefits, to educators in 10 school districts in Yuba, Sutter and Investor counties. It has more than 600 clients with $ 28 million in assets under management. Its affiliation as PlanMember Financial Center started on November 5.

“I feel at home with PlanMember because they do what I do,” Armbruster said. “There aren’t many professionals in my area who focus on school systems, 403 (b) and 457 plans. PlanMember specializes in this area, so this is a perfect solution for me. By joining PlanMember, I feel I am able to offer better products and services to my clients. Establish my practice as PlanMember Financial Center will also allow me to significantly develop my business.

“Our affiliation with Marina and School Benefit Services supports PlanMember’s plans to expand its financial center business model by California and across the country, ”said Jon ziehl, Founder and CEO of PlanMember, “and we look forward to a successful long-term relationship. ”

Plan members’ securities company is a nationally recognized broker / dealer, investment advisor and member of FINRA/SIPC, providing retirement planning to the public and not-for-profit education sectors for more than three decades. PlanMember offers personalized retirement planning services and a wide selection of investment and annuity solutions. The company is headquartered in Carpinteria, California.

PlanMember Steven sullivan (410) 435-4719 [email protected]
PlanMember.com
LinkedIn

Source: Plan members’ securities company


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