Pension Professionals
Pension Professionals, founded in 1995 and located in Biddeford, ME is one of the few leading regional, independent firms whose team is 100 percent devoted to high-caliber retirement plan consulting. Attributes of our brand are knowledge, operational efficiency and advanced technology delivered in a rigorous process and wrapped in a genuine focus on client service. Our reputation for results is built on successful execution and service to mid to large-scale plan sponsors in the private, public and nonprofit sectors. Independence thrives today in Pension Professionals. Experience it in the energy of its seasoned team of talented professionals. To serve our growing client base, Pension Professionals maintains a national presence with its membership in the Retirement Plan Advisory Group Alliance-A group of over 600 advisors, representing over 250 firms in 45 states dedicated to serving over retirement plans with total retirement plan assets in excess of $50 billion. Registered Representative Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Pension Professionals are not affiliated.
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Verified contacts
11
available on Kipplo
LinkedIn employees
16
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- TS
Thomas Simpson
Associate Client Service Director · Customer/Client Service
EmailPhone - RF
Robert Felvinci
Wealth Management Associate · Finance & Accounting
EmailPhone - RG
Roland Gagne
President · General Business & Management
EmailPhone - LE
Laura Eves
Administrative Associate · General Business & Management
EmailPhone - SB
Sharon Bunker
Senior Administrative Assistant · Operations
EmailPhone
Showing 5 of 11 verified contacts
Top roles at Pension Professionals
8 distinct titles indexed · top 8 shown.
- 2senior administrative assistant
- 1administrative associate
- 1associate client service director
- 1director of operations and client experiences - paraplanner
- 1intern
- 1investment advisor representative
- 1president
- 1wealth management associate
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