Northeast Retirement Plan Advisors?
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.
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)