
Intellicents
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Overview
50 - 249
Employees
1974
Year Founded
ABOUT INTELLICENTS
Over-serving the Underserved.
Intellicents was established by rebranding a 42-year-old company and implementing a strategy to develop a national independent financial services firm focused on employee benefits. Unlike many advisory firms that primarily cater to the wealthiest 1% of Americans, Intellicents is dedicated to assisting the 99% that form the backbone of the American workforce. This group includes your neighbors, the parents of your children's friends at school events, your fishing partners, fellow church members, and those you enjoy spending time with at golf or bowling outings, as well as in book clubs.
Consider this: the average American worker typically relies on their employer for most of their financial needs, which include:
- Their salary
- Their retirement plans, such as 401(k) or 403(b)
- Health, dental, vision, disability, and life insurance
- Health Savings Accounts and Medical Reimbursement plans
- Dependent care
- Additional benefits like identity theft protection, critical illness coverage, and accident insurance
The decision-making process regarding these benefits is becoming increasingly interconnected, creating a need for a SINGLE RESOURCE to address all employees' inquiries. These questions have shifted from merely being about benefits to encompassing broader financial planning topics. While the wealth management sector focuses on serving business owners, top executives, and affluent clients, it admits to lacking the time or inclination to cater to what it refers to as “the underserved” majority. To address this gap, Intellicents has assembled a growing team of experts to deliver four key services: retirement plan support for both plans and participants, personal financial management, financial wellness education and guidance for employers and individuals, and group insurance. All these services are enhanced by knowledgeable staff and advanced technology, with the primary aim of helping American workers realize their aspirations.
LANGUAGES SPOKEN
English
HIGHLIGHTS
50 - 249
Employees
1974
Year Founded
Services
Focus
Industries
Clients
Services Provided
59% Employee Benefits Consulting
30% Financial Planning
11% Financial Advisory & Consulting
About the Team
OUR STORY
Our company is driven by a dedicated team of advisors, consultants, service specialists, and problem-solvers who share a common mission: to help individuals make informed financial decisions. We combine expertise with empathy, ensuring that every interaction is grounded in understanding and practical guidance. From crafting tailored benefit plans to navigating investment strategies and addressing everyday financial inquiries, we commit to being present and attentive. Our approach emphasizes smart solutions delivered with heart, aiming to create meaningful, positive impacts for those we serve at every stage of their financial journey.
Locations
Headquarters
100 north broadway avenue albert lea