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Lawrence M. Kavanaugh Jr., AIF, CPFA, CLU, ChFC 

950-A Union Rd Ste 31
West Seneca, NY 14224
Phone:
  • 716.674.6200 x237
Fax:
  • 716.674.7000

401(k) Prudent Process

Fiduciary Advice

401(k) Fiduciary

Welcome to Northeast Retirement Plan Advisors

 

Northeast Retirement Plan Advisors provides an objective mix of investment options, education and personalized guidance to help your employees pursue their retirement goals. By working with you every step of the way during the retirement plan operation and management, we help you ensure that your program reflects the unique characteristics of your company. We seek to maximize performance potential and service while upholding a conservative focus on managing costs and controlling risks.

We are qualified to act as an investment fiduciary for corporate plans, so you benefit from our experience, partnership and programs that focus on plan risk management through independent guidance and monitoring. Associated with the nation's largest independent broker/dealer*, LPL Financial, the advisors of Northeast Retirement Plan Advisors have access to objective  research and a comprehensive array of tools, resources and technology. LPL Financial has no proprietary products to sell which allows us the freedom to offer you objective financial guidance and investment recommendations.

Five part approach Retirement brochure

 

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.