Carpenter Morse Group

Carpenter Morse Group is a highly experienced and reliable administrative support service provider for small to midsize businesses, specializing in retirement plan design and implementation. With over 50 years of industry expertise, they offer a wide range of plan types, including profit sharing plans, 401(k) plans, and traditional defined benefit plans, ensuring personalized and compliant solutions for their clients. Known for their exceptional client service, Carpenter Morse Group's dedicated Plan Compliance Consultants provide comprehensive support, from eligibility and contribution calculations to required distributions and non-discrimination testing. Their commitment to excellence has earned them long-standing relationships with CPA firms, Retirement Plan Attorneys, and Financial Advisors, making them a trusted choice in the industry.Generated from the website

Collins Financial Planning is a reputable financial advisory firm based in Leesburg, FL, specializing in providing comprehensive financial planning services to individuals and families. The company offers personalized investment strategies, retirement planning, and wealth management solutions to help clients achieve their financial goals and secure their financial future. Generated from their business information