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Retirement Plan Solutions

Are you a business owner, trustee or plan fiduciary with responsibility for your company's qualified retirement plan? We will prepare a complimentary optimization analysis, including fees, funds and features, to ensure that you're providing the best possible plan to your employees.

As a 3(21) and 3(38) fiduciary, we provide corporate retirement plan solutions including 401(k), 403(b), profit-sharing and defined benefit plan design and management. Contact us today to learn how we can help mitigate your fiduciary liability.

Contact Us

Don't hesitate to get in touch with us for a complimentary consultation.
We would love the opportunity to get to know you and collectively determine if we're a good fit for one another.

Phone: 585-383-5555
Fax: 800-959-5307

Email: info@barrettwm.com

70 Linden Oaks, 3rd Floor, Rochester, NY 14625

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Schedule an Appointment

 

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Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.

Investment advisory services offered through Barrett Wealth Management, a Registered Investment Advisor.
Charles Schwab and Barrett Wealth Management are independent, non-affiliated entities.

This site is for informational purposes only and does not constitute personalized investment advice. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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