Envoy Financial
Envoy Financial offers specialized retirement plans for churches and ministries with a focus on affordability, ease, and comprehensive support. With over three decades of experience, they provide a wide range of investment options and robust educational resources to empower participants in making informed retirement decisions.
» Envoy Financial Business Numbers & Email Addresses:
✎ We have found 0 Email Address & 1 Phone Number to Contact with Envoy Financial.
» Photos of Envoy Financial:
» Services Envoy Financial Offer:
✎ Envoy Financial provides a range of tailored services for ministries and their retirement plans.
» Location & Direction:
Envoy Financial is located in Colorado Springs, providing easy access for ministry professionals seeking guidance. Conveniently situated, you can reach their offices with ease and find ample parking available.
5333 N Union Blvd Ste 200, Colorado Springs, CO 80918, United States» Service Hours:
✎ Below is the table of service hours for Envoy Financial to help you plan.
» Envoy Financial Overview:
Envoy Financial specializes in retirement planning solutions tailored for churches, missions, and ministry organizations. With nearly three decades of dedicated focus, they deliver comprehensive support and innovative services designed to meet the unique needs of faith-based organizations. Their expertise covers advisory, recordkeeping, and educational services, ensuring that every participant receives the individualized care required to make informed retirement decisions. Building trust through experience, Envoy Financial stands out by prioritizing client relationships and offering customized guidance rooted in a deep understanding of their needs.
» Send Latters & Parcels to Envoy Financial:
To send letters or parcels to Envoy Financial, use their business address at 5333 N Union Blvd, Ste 200, Colorado Springs, CO 80918. Ensure your package is securely sealed and clearly labeled to ensure prompt delivery. Utilizing reputable postal or courier services can help you deliver documents, proposals, or other correspondence safely. It's advisable to keep a record of your shipment details for tracking purposes.
» Business Highlights:
👉 Specialized in Ministry Retirement Plans
👉 Comprehensive Investment Options
👉 Dedicated Educational Resources
» Accepted Payment Methods:
✅ Credit Card
✅ Bank Transfer
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» Customer Experiences:
Customers appreciate the targeted financial planning solutions Envoy provides, especially for faith-based institutions. Many praise their personalized support and wide range of investment choices tailored to meet their specific needs. We invite more clients to share their experiences, enabling others to benefit from your insights and helping us continue to improve our services. Your feedback is valuable and helps us maintain the highest standards.
I have had little contact with Envoy since my account was initiated by my employer many years ago. Now, as a retiree, I have found it necessary to close an account and use the money for home repairs. Their associate, Dave, was cordial, helpful, and administrated the transaction quickly and with great patience and skill. Isn't this how business should always be conducted, (yet so rare these days.) I appreciate the professional and kind care and service I received from Dave.
My first time calling Envoy with questions about my investment and Joshua was very patient and explained step by step as to what I needed to do. Excellent experience!!
Envoy is a top-notch organization to deal with. They are professional, competent, genuinely caring, and more than helpful. My wife used to take care of all of our finances, and when she passed, I was clueless about things like housing allowances. James and Lani not only answered all of my questions, within an hour my request for my housing allowance had been successfully completed and submitted.
» FAQs about Envoy Financial:
✎ Find answers to common questions on the FAQ page of Envoy Financial.
What type of retirement plans does Envoy Financial offer?
Envoy Financial offers specialized retirement plans for churches, missions, denominations, schools, camps, and rescue missions.
How can I enroll in a retirement plan?
You can easily enroll online through their interactive portal, which guides you through a personalized process to meet your retirement needs.
What investment options are available?
Envoy Financial provides access to over 25,000 investment options with an open architecture platform from well-known fund families.
How long has Envoy Financial been in business?
Envoy Financial has been providing tailored retirement solutions for nearly three decades, focusing solely on ministry needs.
What support does Envoy Financial offer to plan participants?
They offer continuous education, one-on-one professional support, and an array of tools through their online Help Center for all participants.
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