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Wall Street Journal: A Financial Planner Branches Out Into New Business

Siân Killingsworth / 25 Aug 2014

WSJ

Chad Parks was a financial planner encouraging his clients who owned small businesses to set up small business 401(k) plan for them and their employees. When he realized how small a percentage of those clients had them, and the lack of options readily available, he created Ubiquity Retirement + Savings, formerly The Online 401(k) to fill that void.

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44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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