Let's Talk - (215) 787-8974

EMPLOYEES & INDIVIDUALS

We have put together financial resources, full of tips and tools, to help guide you through your financial wellness journey.

PERSONAL FINANCIAL PLANNING

When you work with Pillar Benefits Group, we assist with more than your 401(k). Your 401(k) is just one piece of the puzzle that fits into your full financial picture. Through our account aggregation tools, we provide you with access to a consolidated view of your financial well-being including:

  • Your personal financial dashboard in one comprehensive view
  • Net worth snapshot including investment, banking, and credit card accounts, as well as real estate information in one secure place
  • Transaction history of investment, banking, and credit card accounts (including reward points)
  • Budgeting / reporting tools to set savings goals and track spending
  • Ability to enter any account with a username and password

Let's Get Started

Fill out the form below for more information or any questions you may have.