Beard Pension Services, Inc. works closely with two affiliated companies, Beard Financial Services and Beard Investment Services Incorporated, to provide a vast number of investment options to our clients for their retirement plans. We can assist you in making sound investment selections for your plan. As investment advisors we can help you find the investment provider that offers the investments and plan features that meet the needs of your organization’s size, plan design, and retirement goals. Our goal is to help you design and maintain an efficiently managed retirement plan that helps your business attract and retain valuable employees.
Securities and brokerage services offered through Beard Financial Services, Inc. Member FINRA & SIPC.
Investment advisory services and products are offered through Beard Investment Services, Inc. Beard Investment Services, Inc. is a registered investment advisor with the Securities and Exchange Commission of the United States. A more detailed description of the company, its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at: 108 W. Western Reserve Road, Youngstown, OH 44514 (330) 758-0575. www.sec.gov
Beard Financial Services, Inc. and Beard Investment Services, Inc. are affiliated companies of Beard Pension Services, Inc.