Pontera and Independent Advisor Alliance partner to help its financial advisors optimize client wealth for more secure retirements
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PONTERA  
December 10, 2024

Pontera and Independent Advisor Alliance partner to help its financial advisors optimize client wealth for more secure retirements

More than 235 advisors in 27 states can now manage clients' 401(k) accounts to provide comprehensive investment guidance

avatar profile Olean Times Herald

Olean Times Herald


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