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

CONNECT

Address:

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone:

716.674.6200 x237

Fax/Other:

716.674.7000

Our Mission Statement

Committed to Retirement Outcomes

Committed to Retirement OutcomesNortheast Retirement Plan Advisors is dedicated to providing investment fiduciary advice to employer sponsored retirement plans all across upstate New York. 

Our dedicated staff is knowledgeable and experienced in helping employers establish a prudent fiduciary process.  We invest in smart, modern technology that allows us to work together and document a consistent process for future reference.  This allows us to start with a well-written Investment Policy Statement (IPS); follow the IPS, and the selection and monitoring of plan investments, and then document the process to create a permanent record.

Finally, we focus our attention and efforts providing your employees the opportunity to save enough money to actually retire.