What we think

Do you offer Employee Benefits advisory services?

by Peter J. Creedon

Yes. A review and analysis is made for you, as an employee, by taking maximum advantage of your employee benefits available to you. For corporations, we offer advice, plan design and investment management of employer‐sponsored retirement plans: 401(k), 403(b), 457, executive compensation plans, stock options, life insurance, disability insurance, long term care insurance.