Peery and Associates
Peery and Associates, located in Pescadero, CA, specializes in consulting services for retirement plan selection and design, catering to a diverse clientele that includes privately-held and publicly-traded companies, public entities, cities, and nonprofit organizations. Their expertise encompasses various plan types, including 401(k), 403(b), and defined benefit plans, among others.
The firm also offers guidance on the latest retirement plan limits and works with financial institutions to ensure optimal solutions for their clients. Peery and Associates is dedicated to delivering tailored retirement planning services that align with the unique needs of each organization they serve.
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