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
Deals, events & promotions
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.