FINANCIAL_SERVICESDISCUSSSED

SA3 Wealth Advises Staff on Retirement Plans

SA3 Wealth conducted individual consultations with Warren Water District employees regarding retirement plans. No formal contract or additional action authorized at this meeting.

Status
DISCUSSSED
Document date
September 15, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Sa3 Wealth
Agency
Warren County Water District · KY

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Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Warren Water District Board of Directors Meeting Minutes September 2025

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Warren County Water District?

Sa3 Wealth was awarded this financial services contract by Warren County Water District, as recorded on September 15, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Warren Water District Board of Directors Meeting Minutes September 2025 (Minutes), dated September 15, 2025 from Warren County Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sa3 Wealth hold?

Sa3 Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Sa3 Wealth's profile

What is Warren County Water District currently buying?

Explore Warren County Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Warren County Water District's profile

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