Description: Professional Fiduciary Advisors at Zandlo Wealth Advisors in the Minneapolis-St. Paul Metro Area places our clients' interests first.
Professional Fiduciary Advisers, LLC (PFA) has a very simple mission: Provide Plan Sponsors with peace of mind. How does PFA do that? Simply by acting as a fiduciary and placing the client’s best interest first, while providing objective and actionable advice, relative to each, unique retirement plan. Whether it be as a 3(21) or 3(38) fiduciary, PFA will guide the plan sponsor, making certain all applicable ERISA rules are followed. Compliance is at the forefront of every relationship and every solution is
Succinctly, ‘Money Invested + Professional Expertise Leveraged = The Benefit of a Lifetime™ for all.’
Flexibility is the key to every relationship with PFA. As a Plan Sponsor, you decide the level of involvement and can select from three comprehensive services: