Retirement plan consulting in Fairport, NY

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

All 3

Manning & Napier Advisors, LLC290 Woodcliff Drive · Fairport, NY 14450 · (585) 325-6880 · Financial planningCRD 105992 · % of assets, Other · $17.0 billion AUMSEC registeredNo commissions reported Milestones Private Investment Advisors LLC375 Woodcliff Drive · Fairport, NY 14450 · (585) 203-1956 · Financial planningCRD 289116 · % of assets, Fixed fees · $222.6 million AUMSEC registeredNo commissions reported Sage Tree Wealth10 East Church Street · Fairport, NY 14450 · (585) 500-2579 · Financial planningCRD 298951 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMSEC registeredNo commissions reported