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Rochester, NY 14618 - Monroe County
(585) 230-6986
We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to recruit, retain & retire their most valuable asset, their employees. We focus on smaller company plans ranging from 1 participant (Self-employed) to 50 participants. We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.
About Ziad Wehbe, CRPS:
We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to recruit, retain & retire their most valuable asset, their employees. We focus on smaller company plans ranging from 1 participant (Self-employed) to 50 participants. We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.
Categories: Retirement Plans and Individual & Family Information & Referral Services
Payment Mode: Cash, Check, Visa, Master Card, American Express
Business Hours:
| Sunday: | Open 24 hours |
| Monday: | 04:00am to 09:00am |
| Tuesday: | 04:00am to 09:00am |
| Wednesday: | 04:00am to 09:00am |
| Thursday: | 04:00am to 09:00am |
| Friday: | 04:00am to 09:00am |
| Saturday: | Open 24 hours |
| Holiday: | Open 24 hours |
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