The Senex Group

www.senexgroup.com

At The Senex Group, our primary goal is to help business owners successfully retire. Working with nationally known and highly respected third-party administration and insurance firms, we design and implement tax-qualified retirement plans—Defined Benefit Plans, Defined Contribution Plans, and 401(k) Plans—that are tailored to meet the specific objectives and goals of the business owner and Plan Sponsor. With a team that includes ERISA experts, Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), and Certified Financial Planners® (CFP®s), we offer more than 30 years of industry experience, and the knowledge and insight to build all types of retirement plans—from basic SEP-IRAs to complex, coordinated retirement plans. Whether you are a business owner seeking a plan to help protect your assets, a financial advisor seeking a trusted partner to expand your services to your clients, or a broker-dealer seeking to broaden your solution offerings for your member firms, The Senex Group is here to help. -----------------------Please see our full Social Media disclosure at www.senexgroup.com------------------------ Some of the Associates of the Senex Group are Registered Representatives of, and offer securities products and investment advisory services through, Royal Alliance Associates, Inc. The Senex Group is not affiliated with Royal Alliance Associates, Inc., or registered as a broker-dealer or investment advisor. CA Insurance License #0818209 - All states except Montana and Wyoming

Read more

Reach decision makers at The Senex Group

Lusha Magic

Free credit every month!

At The Senex Group, our primary goal is to help business owners successfully retire. Working with nationally known and highly respected third-party administration and insurance firms, we design and implement tax-qualified retirement plans—Defined Benefit Plans, Defined Contribution Plans, and 401(k) Plans—that are tailored to meet the specific objectives and goals of the business owner and Plan Sponsor. With a team that includes ERISA experts, Chartered Financial Consultants (ChFC), Chartered Life Underwriters (CLU), and Certified Financial Planners® (CFP®s), we offer more than 30 years of industry experience, and the knowledge and insight to build all types of retirement plans—from basic SEP-IRAs to complex, coordinated retirement plans. Whether you are a business owner seeking a plan to help protect your assets, a financial advisor seeking a trusted partner to expand your services to your clients, or a broker-dealer seeking to broaden your solution offerings for your member firms, The Senex Group is here to help. -----------------------Please see our full Social Media disclosure at www.senexgroup.com------------------------ Some of the Associates of the Senex Group are Registered Representatives of, and offer securities products and investment advisory services through, Royal Alliance Associates, Inc. The Senex Group is not affiliated with Royal Alliance Associates, Inc., or registered as a broker-dealer or investment advisor. CA Insurance License #0818209 - All states except Montana and Wyoming

Read more
icon

Country

icon

State

California

icon

City (Headquarters)

Woodland Hills

icon

Employees

11-50

icon

Founded

1992

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Sales

    Email ****** @****.com
    Phone (***) ****-****
  • Director of New Business

    Email ****** @****.com
    Phone (***) ****-****
  • Retirement Administrator

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(22)

Reach decision makers at The Senex Group

Free credits every month!

My account

Sign up now to uncover all the contact details