Retirement plan consulting in Armonk, NY

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

All 3

Forteris Wealth Management, INC.200 Business Park Drive, Suite 211 · Armonk, NY 10504 · (914) 696-5300 · Financial planningCRD 108314 · % of assets, Hourly charges, Fixed fees · $219.0 million AUMSEC registeredNo commissions reported Income & Asset Advisory, INC.80 Business Park Drive, Suite 108 · Armonk, NY 10504 · (914) 273-6800 · Hourly feesCRD 124955 · % of assets, Hourly charges · $174.8 million AUMSEC registeredNo commissions reported Settanni Financial LLC84 Business Park Drive, Suite 302 · Armonk, NY 10504 · (914) 767-0974 · Financial planningCRD 298989 · % of assets, Hourly charges, Fixed fees · $397.0 million AUMSEC registeredNo commissions reported