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Our team brings together more than a century of combined professional experience in developing fringe benefit plans and providing retirement plan guidance to benefit your organization and your employees.
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Latest News & Events
DirectAdvisors Completes 3rd Annual Renewal of CEFEX Certification
DirectAdvisors is proud to announce that it has successfully completed its 3rd annual renewal of its CEFEX certification.
Coronavirus update: We’re here to help!
March 17th, 2020...
How Advisors Are Continually Improving: CEFEX Perspectives
March 12th, 2020...