Joseph Gordon

Wealth Management - Private Business Owners In Exit Planning, Employee Benefit Consulting & Wealth Management Advisor - Gordon Asset Management

Joseph Gordon is Wealth Management - Private Business Owners In Exit Planning, Employee Benefit Consulting & Wealth Management Advisor for Gordon Asset Managements. On this page, you'll find the business email and phone number for Joseph Gordon as unique insights such as do's and don'ts for engaging, and outreach tips based on both DiSC and Ocean personality profiles.

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Joseph Gordon Phone Number

N/A

Joseph Gordon Email Address

j*********@********.com

Joseph Gordon Office Address

4721 Emperor Boulevard
Durham, NC 27703
USA

Joseph Gordon Personality Insights

Get personality-driven outreach tips to strike the right chord with Joseph Gordon. From suggested email length and tone to AI-generated subject lines, personality-based tips make decision-makers like Joseph Gordon 233% more likely to reply to your outreach.

Joseph Gordon DISC Profile

DiSC is an assessment tool used to improve communication, sales outreach and negotiations. Winmo subscribers use this assessment to get specific information about [John Lewnard] to help determine the best way to interact and engage.

Joseph Gordon OCEAN Profile

The OCEAN Profile is a general indicator of five (5) key universal personality dimensions. Winmo subscribers use this assessment to get specific information about Joseph Gordon to help determine the best way to interact and engage.

Gordon Asset Management

Gordon Asset Management is an SEC Registered Investment Advisory firm located in Durham, North Carolina. Our firm provides wealth management services to individuals and ERISA 401(k) fiduciary services to institutional clients. We have served the retirement plan market for more than 30 years. Members of our firm are extremely active in the retirement plan community, serving in a leadership capacity in various organizations such as The National Association of Plan Advisors and The American Society of Pension Professionals and Actuaries. Gordon Asset Management launched www.401kFeeDisclosure.com last year as an outlet for our Service Provider Disclosure Review ("SPDR") service. The SPDR is a formal written assessment that we developed alongside with the Centre for Fiduciary Excellence ("CEFEX") (www.cefex.org) and national ERISA legal firm Drinker Biddle (www.drinkerbiddle.com). The goal of the SPDR is to provide busy plan sponsors with a means to obtain tangible fact-based evidence that their plan is in compliance with fee disclosure and reasonableness regulations under ERISA § 408(b)(2). Effectively, the SPDR constructs a 'moat' around your retirement plan, helping you to fend off DOL auditors and potential litigators.

Main Telephone

(866) 216-1920

Primary Address

4721 Emperor Boulevard
Durham, NC 27703
USA

Fiscal Close

#Employees

Founded
2012

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