Point Sur Advisors, Llc
Point Sur Advisors establishes 401(k) profit sharing plans and pension plans for small- to mid-size companies and not-for-profit organizations. The company provides investment management and fiduciary support to plan sponsors and administrators. Investment education, advice, and full financial planning for plan participants are included in all retirement plan service engagements.
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Verified contacts
5
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- EB
Erika Bylund
President & Founder · General Business & Management
EmailPhone - SM
Sawyer May
Financial Advisor · Finance & Accounting
EmailPhone - TM
Tanner May
Client Services Associate · Customer/Client Service
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Point Sur Advisors, Llc
4 distinct titles indexed · top 4 shown.
- 1client service associate at point sur advisors, llc
- 1client services associate
- 1financial advisor
- 1president & founder
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