Also known as calder financial
Calder Financial Group is a wealth management and benefits consulting firm based in Ada, United States, founded in 1988, with about $135 million in assets under management. It serves both individuals and employers. For individuals it provides financial planning, wealth management, income planning and Social Security guidance. For employers it offers retirement plan services, benefits consulting, compensation consulting and financial wellness programs, with an emphasis on retirement plans. The firm states that it acts as a 3(38) fiduciary, never sells commissioned products or receives commissions, and puts 100 percent of its fees at risk. Its team is made up of credentialed professionals, including partners who hold the CFA designation.
Public regulatory records matched to Calder Financial Group from SEC and IRS filings.
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Calder Financial Group is a wealth manager based in Ada, United States, managing approximately $135M in assets.
Calder Financial Group is headquartered in Ada, United States.
Calder Financial Group manages approximately $135M in assets under management.
Calder Financial Group was founded in 1988.
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