Flagship Financial Partners is a leading retirement plan advisory firm based in Stamford, CT, offering customized advice and advocacy to retirement plan sponsors. With a team of experienced professionals and the support of UBS Financial Services Inc., they provide comprehensive solutions to help organizations manage the complexity of their retirement plans and meet the needs and goals of their participants.
Driven by their core values of collaboration, integrity, independence, and passion, Flagship Financial Partners is committed to delivering personalized services that address every aspect of retirement plan management, from structure and design to fiduciary responsibilities and employee education. They advocate for their clients throughout the process, challenging existing processes and offering better choices to ensure the best interests of organizations and participants are served.
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