Get the Right Pairing Today
Join the move away from banks, brokers, and fund companies
PrePair Financial ensures that you find a professional who is matched to your unique needs
Disrupting the Financial Services Industry
PrePair is an expert in the transition of investments from banks, brokers, and fund companies to truly fiduciary wealth managers. Whether you are evaluating your personal wealth or responsible for managing your company's 401(k) plan, we can facilitate the right solution for your needs.
Get the Right Pairing
Love us? Our in house investment solutions with a dedicated PrePair Advisor as your relationship contact.
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Our signature service transitioning clients from banks and brokers to fiduciary Registered Investment Advisors (RIAs)
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401k Pairing
For Plan Sponsors. Work with PrePair to find the right plan for the company and employees
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Get Started Today - Get Paired
It's easy. Let us know your goals and we will match you with a financial advisor near you.
Why PrePair?
Quickly and easily find a professional with your best interests at heart.
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SmartPairing by PrePair Financial
(888) 551-8890
12 Penns Trail, Newtown, PA 18940
12 Penns Trail, Newtown, PA 18940
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