Retirement plan consulting in Victor, NY

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

All 4

Cooper/haims Advisors, LLC50 Square Drive, Suite 210 · Victor, NY 14564 · (585) 248-6400 · Financial planningCRD 124122 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Elevatus Wealth Management, LLC1501 Pittsford Victor Road, Suite 101 · Victor, NY 14564 · (585) 565-4450 · Financial planningCRD 325629 · % of assets, Hourly charges, Fixed fees · $513.4 million AUMSEC registeredNo commissions reported Prosperity Advisory Group LLC50 Square Drive, Suite 220 · Victor, NY 14564 · (585) 381-5900 · Financial planningCRD 310720 · % of assets, Hourly charges, Fixed fees · $216.0 million AUMSEC registeredNo commissions reported The Pitti Group Wealth Management, LLC590 Fishers Station Drive, Suite 110 · Victor, NY 14564 · (585) 337-4000 · Financial planningCRD 314685 · % of assets, Hourly charges, Fixed fees · $374.3 million AUMSEC registeredNo commissions reported