|  | CORPORATE PROFILE
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Our commitment is to operate under the highest standards of excellence and ethics to deliver professional, unbiased investment advisory and retirement planning services.
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independent company operating on a fee-for-service basis.
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One of the nation’s largest full-service 401(k) plan
consultants, successfully servicing retirement plans for
nearly 20 years.
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Freedom One Investment Advisors provides advisory services to over
1,000 clients. This includes retirement plan sponsors with over $2.2 billion in plan assets and nearly 30,000 employees across the United States.
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Nearly 70 team members specialize in providing state-of-the-art employee communication and retirement planning, administration, and investment advisory services.
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Freedom One Investment Advisers has been registered with the Securities and Exchange Commission since 1995
and was Michigan's first 401(k) plan consultant to become a
CEFEX certified investment adviser.
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Freedom One Retirement Services is ranked one of the top 401(k) record keepers in the country by
Plan Sponsor magazine and is
the only record keeper in Michigan to receive three consecutive "no
exception" SAS 70 audits.
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Members of our executive team serve on SunGard's and Fidelity's National Advisory Councils
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Our commitment to Service Excellence has resulted in nearly 100% client retention.
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Freedom One Retirement Services is endorsed, recommended, or licensed by these prestigious
organizations as their 401(k) plan consultant:
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