WHY CHOOSE
Northeast Retirement Plan Advisors?

1
Northeast Retirement Plan Advisors are 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 recommendation and monitoring of plan investments and then document the process to create a permanent record.
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With over a combined century of experience managing retirement assets, the financial professionals at Northeast Retirement Plan Advisors are dedicated to one thing -- helping Plan Sponsors of all sizes build a retirement plan strategy that meets the unique objectives of their company and their employees.
Our advisors collaborate with you and your employees to find the proper resources. Our advisors have at least one of the following professional credentials as proof their commitment to your success:
  • Accredited Investment Fiduciary (AIF)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC)
  • Certified Plan Finanical Advisor (CPFA)
  • Professional Plan Consultant (PPC) 
 
We are also members of the American Society of Pension Professionals & Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA).
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Northeast Retirement Plan Advisors provide an objective mix of investment options, education, and personalized guidance to help your employees pursue their retirement goals.
 
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.
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At Northeast Retirement Plan Advisors, we focus our attention and efforts towards providing your employees the opportunity to save enough money to actually retire.

Contact Us

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Northeast Retirement Plan Advisors

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

Phone

716.674.6200 x 237 

Schedule Time Directly

Northeast Retirement Plan Advisors

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

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