Do you have a team that specializes in retirement plans?
Yes, we have a team of advisors that specializes in the Retirement Planning space. The team is comprised of Bryan Bonisteel, Tom Queri, Kyle McDermott and Matt Merola. Bryan deals with everything plan related, and Tom and the rest of the team deal with anything employee or participant related. The model they have built is hard to find where you have someone who specializes in plan design and compliance who stays focused on the plan, and the rest of the team makes sure each employee is taken care of properly, with their retirement plan and other financial needs. This is an area of expertise that helps us to stand out among our competitors.← Back to FAQs