Retirement plan consulting in Williamsville, NY

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

All 7

Bentham Wealth Advisors300 International Dr, Suite 100 · Williamsville, NY 14221 · (716) 580-1500 · Financial planningCRD 332035 · % of assets, Fixed fees · $110.1 million AUMSEC registeredNo commissions reported Buffalo First Wealth Management, LLC7606 Transit Rd, Suite 100 · Williamsville, NY 14221 · (716) 861-7371 · Financial planningCRD 168937 · % of assets, Hourly charges, Fixed fees · $91.7 million AUMSEC registeredNo commissions reported Cambridge Advisors, LLC6225 Sheridan Drive Suite 102 · Williamsville, NY 14221 · (716) 932-7270 · Financial planningCRD 158928 · % of assets, Fixed fees · $46.5 million AUMSEC registeredNo commissions reported Dopkins Wealth Management, LLC200 International Drive · Williamsville, NY 14221 · (716) 634-8800 · Flat / fixed feesCRD 124209 · % of assets, Fixed fees · $717.0 million AUMSEC registeredNo commissions reported Florian Financial Group LLC1825 Maple Road, Suite 240 · Williamsville, NY 14221 · (716) 810-9590 · Financial planningCRD 123869 · % of assets, Hourly charges, Fixed fees · $215.0 million AUMSEC registeredNo commissions reported Northcape Wealth Management6565 Main Street · Williamsville, NY 14221 · Financial planningCRD 312350 · % of assets, Hourly charges, Fixed fees · $706.1 million AUMSEC registeredNo commissions reported O'Bannon & Davis INC.6265 Sheridan Drive, Suite 118 · Williamsville, NY 14221 · (716) 856-7555 · Financial planningCRD 134005 · % of assets, Hourly charges, Fixed fees · $77.2 million AUMState registeredNo commissions reported