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What working families
really want is specific advice from an unbiased
adviser they can trust. They want a
professional to be available at their workplace
to help them make smart financial decisions so
they can concentrate on doing the best job they
can. They don’t want to be sold a product and
they don’t want to pay expensive advisory fees.
PennyTree Advisers works with sponsoring organizations to recruit, hire and train a certified financial planner™ professional to provide consistent, high-quality financial advice in the workplace. We provide the tools, systems and software to make sure the right advice is delivered every time. And, we continue to support the workplace adviser with regular training and quality audits while providing comprehensive indemnification to the sponsor against professional liability. We can show you how to make this happen in your organization—and, at a remarkably affordable cost.
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How