First Street Management, LLC
First Street Management, LLC, located in Sparks Glencoe, MD, offers a 401(k) plan known as the First Street for Boomers and Beyond Inc. 401(k) Plan, which is administered by Mark Morrison and has total assets amounting to over $5.3 million as of 2019. The plan is managed in partnership with Wells Fargo, providing participants with a reliable platform for their retirement savings.
The company aims to assist individuals in managing their retirement accounts effectively, addressing common concerns such as locating old 401(k) accounts and providing resources for financial planning. With a focus on personalized service, First Street Management is dedicated to supporting clients in navigating their retirement investment options.
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