Choreoadvisors partners with Pontera
Choreo, LLC, an independent registered investment adviser focused on designing and building financial solutions that improve the well-being of clients, their families and the communities where they live, announced it has partnered with financial technology company Pontera to enable its financial advisers to securely and compliantly manage clients held away accounts, including 401(k)s, 403(b)s and HSAs.
Nov 22, 2022 | planadviser.com