Retirement plan consulting in Pittsford, NY

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

All 7

Generation Capital Management LLC1163 Pittsford-Victor Road, #100 · Pittsford, NY 14534 · (585) 232-8560 · Financial planningCRD 128523 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported High Probability Advisors, LLC167 Sully's Trail, Suite 300 · Pittsford, NY 14534 · (585) 485-0135 · Financial planningCRD 289541 · % of assets · $1.0 billion AUMSEC registeredNo commissions reported Kickstand Wealth Advisors1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290 · Pittsford, NY 14534 · (585) 382-8600 · Financial planningCRD 327022 · % of assets · $633.5 million AUMSEC registeredNo commissions reported Lvw Advisors, LLC67b Monroe Avenue · Pittsford, NY 14534 · (585) 267-4900 · Financial planningCRD 159403 · % of assets, Fixed fees, Other · $2.5 billion AUMSEC registeredNo commissions reported Post Resch Tallon Group1163 Pittsford-Victor Road, Suite 240 · Pittsford, NY 14534 · (585) 249-1030 · Financial planningCRD 156302 · % of assets · $340.2 million AUMSEC registeredNo commissions reported Primetime Wealth Management LLC716 Pittsford Victor Rd · Pittsford, NY 14534 · (585) 238-4767 · Financial planningCRD 301041 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reported Professional Financial1159 Pittsford-Victor Rd, Suite 120 · Pittsford, NY 14534 · (585) 218-9080 · Financial planningCRD 125580 · % of assets, Hourly charges, Fixed fees · $225.8 million AUMSEC registeredNo commissions reported