Merry Go Round Inc

Whiston Asset Management is a Registered Investment Advisor, with 29 years of experience servicing the individual financial needs of investors. We are a fee based management firm focused on Asset Allocation. As a Financial and Insurance services company, we are better able to service the individual, and business needs of our global customers. We are Advisors who focus on knowing our customers and meet with each one individually. We are focused on giving you the client access to professional money management and investment choices needed to deliver the customized services to meet your investment objectives. We are a company that takes the time to understand each customer's long-term investment and insurance needs. We are in the business of offering long-term savings solutions and diversified retirement products. A company that can manage each clients risk tolerance by putting together customized products and services. We are a company who believes it is our job to stay current with market trends and economic changes and our obligation to know our customers. At Whiston Advisors, we use independent research, select the best managers, and use the latest technology. We follow a clear-cut, stream lined flexible structure for decision-making. Whiston Advisors is a company that is easy to do business with. We are a company that gives you access to your portfolio manager. A company that is accessible- anywhere, anytime, through a variety of channels, including toll free telephone, wireless texting, Internet, e-mail.

Rosenfeld/Tortu Retirement, now part of The Retirement Advantage Inc. (TRA), specializes in providing comprehensive retirement plan administration and fiduciary services tailored for employers, financial advisors, and employees. Their offerings include 401(k) plan options, compliance consulting, and a range of resources designed to facilitate effective retirement planning. With a commitment to seamless service integration, TRA combines the strengths of both companies to enhance client experiences while maintaining trusted relationships. The firm emphasizes fiduciary responsibility, compliance, and ongoing education through newsletters, webinars, and dedicated client support services. Generated from the website