Dorfman David R & Assoc LLC

William S. Jacobs Associates, Inc. is a specialized retirement planning firm based in Oyster Bay, NY, offering design, implementation, and administration services for retirement plans tailored to the unique needs of small, closely held businesses. With a focus on Section 401(k) Plans, Profit Sharing Plans, Defined Benefit Pension Plans, and Money Purchase Pension Plans, they provide qualified IRS pre-approved prototypes and assist with plan amendments and restatements as required. Unlike many competitors, William S. Jacobs Associates does not sell investments or insurance, instead focusing solely on creating retirement plans that offer a range of options not available with simpler plan documents. By working closely with clients and their financial or tax advisors, they design plans that align with retirement goals, while also providing tax benefits, attracting qualified employees, reducing turnover costs, and increasing employee work incentive and commitment.Generated from the website

Quan-Vest Consultants Inc is a reputable consulting firm based in Manhasset, NY, specializing in providing strategic advisory services to businesses of all sizes. The company offers a range of solutions to help clients navigate complex challenges and achieve their financial and operational goals with precision and expertise. Generated from their business information