FIFLEX Financial Marketplace, LLC, of Beverly Hills, California has Partnered with American Trust and Savings Bank to Provide Outstanding 401(K) Retirement Plans for Corporate Clients throughout the nation.
Samuel J. Tata, J.D., M.B.A., President and Chief Executive Officer of FIFLEX Marketplace, LLC, today announced that American Trust and Savings Bank has been chosen as FIFLEX’s first partner in providing Custom 401(K) Retirement Planning Services for FIFLEX Clients nationwide.
American Trust and Savings Bank is a full-service financial institution with almost one hundred years of experience in the commercial and retail banking field. American Trust has been rated as one of the top ten retirement plan providers in the United States and therefore was a natural choice for FIFLEX’s expansion into 401(K) Retirement Options.
Regarding the new partnership, Mr. Tata said:
…“We’re excited to add American Trust’s team of Financial Professionals to our portfolio of National Financial Providers and are confident that this will allow us to offer an even higher level of service to our Corporate Clients.
Attracting American Trust as a Partner represents a major step forward as an endorsement of our business model by one of the leading and most respected institutions in the banking industry.”…
Kurt Wedewer, Senior Vice President of American Trust’s Retirement Planning Division will serve on the FIFLEX Advisory Board. Mr. Wedewer has extensive expertise and experience in working with national leaders from across the financial and commercial spectrum. Mr. Wedewer expressed his approval of the new partnership, stating:
“I’m very gratified by this deal and feel it benefits both American Trust and FIFLEX. Together, our two companies will be able to accomplish much more for our clients and provide a wider range of services. I look forward to expanding our business in order to serve even more members of the national financial community”.
The addition Retirement Planning Services from American Trust and Savings Bank to the FIFLEX family will add value and depth to comprehensive Financial Products and Services offered by FIFLEX. Clients will now be able to obtain one-stop financial advice and services with the reliability and reputation of the FIFLEX and American Trust.
Additional information about FIFLEX and American Trust is available on their web sites: http://www.fiflex.com and http://www.americantrust.com
Contact Information:
Samuel J. Tata, J.D., M.B.A. | President and CEO | FIFLEX Financial Marketplace, LLC
468 North Camden Drive Beverly Hills, California 90210 | 888.444.6679 Ext. 5600 | sjt@fiflex.com
