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Retirement plan consulting in Shelton, CT

3 advisers in Shelton offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 3

Cooper Financial Services, INC.1000 Bridgeport Avenue, Suite 308 · Shelton, CT 06484 · (203) 248-1972 · Financial planningCRD 104671 · % of assets · $184.1 million AUMSEC registeredNo commissions reportedGanim Private Wealth2 Enterprise Drive, Suite 305 · Shelton, CT 06484 · (203) 335-0851 · Financial planningCRD 285679 · % of assets, Hourly charges, Fixed fees · $238.6 million AUMSEC registeredNo commissions reportedProcyon1 Corporate Drive, Suite 225 · Shelton, CT 06484 · (475) 232-2704 · Financial planningCRD 288239 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reported