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Ziad Wehbe, CRPS

Qualified plans, Retirement Plans, IRA 401K, Individual and Business Retirement Plans, 401(k)

(585) 230-6986 Rochester, NY 14618 Monday through Friday 9 am to 4 pm Official site

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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.

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