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Created On: 01/30/2024
in Meet the Team
James Bremis CFP®, CPWA®, AIF®, CPFA™, Financial Planner About Me James is focused on providing guidance to retirement plan participants and helping his private clients addressing the two fundamental questions that every investor has: "Will...
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What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized...
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What is Personalized Investing? Personalized Investing, also known as a managed account, is a professionally managed, fully digital investment strategy that makes investing easier for plan participants. Exactly as the name implies, personalized...
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Created On: 12/08/2023
in Meet the Team
Greg Puig Head of Group Insurance, Partner About Me With a passion for assisting clients in all things benefits and Health & Welfare, Greg is a key player on Sentinel’s leadership team. Having called Sentinel home for 13+ years, he is drive...
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As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
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As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
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As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
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As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...
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As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can ...
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As we all gear up for open enrollment season, there is a lot to do. Knowing this, and in keeping with our mission to be the employee benefits provider that makes it easy, we are happy to provide you with open enrollment email content that you can sh...