Valley National Bank

Bank of America in Somerset, NJ, offers a comprehensive range of financial services including banking, credit cards, home loans, and auto loans tailored for both personal and small business needs. Their innovative mobile banking app enhances customer experience with features like customizable alerts, mobile check deposits, and advanced security measures. With a focus on rewarding customer loyalty, Bank of America provides various programs such as Preferred Rewards, which can help clients save on fees and earn bonuses. The institution is committed to supporting clients through personalized services, whether it's managing loans or exploring new banking options. Generated from the website

Reedmark Advisors is a boutique retirement plan consulting firm providing services to mid-size employers, large non-profit organizations, and healthcare systems. Our Fiduciary and Non-Fiduciary services are geared toward employers who recognize sponsoring a retirement plan for its employees is a major responsibility. It is a responsibility that requires comprehensive and process driven handling that addresses the compliance and fiduciary obligations outlined within the Employee Retirement Income Security Act of 1974 (ERISA). Our Senior Staff has over 80 years’ of experience working with qualified and non-qualified retirement plans.