Retirement plan consulting in Duluth, GA

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

All 3

Bjm Financial INC3675 Crestwood Parkway, Suite 105 · Duluth, GA 30096 · (678) 369-6229 · Financial planningCRD 322493 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reported C.w. O'Conner Wealth Advisors, INC.3175 Satellite Boulevard, Suite 110 · Duluth, GA 30096 · (770) 368-9919 · Financial planningCRD 125646 · % of assets, Fixed fees · $264.6 million AUMSEC registeredNo commissions reported Cornerstone Management, INC.3237 Satellite Blvd, Suite 400 · Duluth, GA 30096 · (770) 449-7799 · Financial planningCRD 125828 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported