The 401k Source
The 401K Source is a Registered Investment Advisory specializing in personal wealth management services and company-sponsored 401k plan design, implementation and service. Thomas D. Turner, CIMA®, owner and principal of the firm, has 20 years of industry experience. The 401K Source believes in transparency and taking the time to understand each client's personal situation to help them make their best financial decisions.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Mike McDaniel
Retirement Plan Consultant Financial Advisor · Finance & Accounting
EmailPhone - TT
Thomas Turner
Registered Investment Advisor · Finance & Accounting
EmailPhone - VL
Veronica Loera Garza
Bilingual Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at The 401k Source
3 distinct titles indexed · top 3 shown.
- 1bilingual financial advisor
- 1registered investment advisor
- 1retirement plan consultant financial advisor
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