Senior Retirement Resources

Cap Financial Partners LLC is a financial services firm based in Port Washington, NY, specializing in providing personalized wealth management solutions to individuals and businesses. With a focus on strategic financial planning and investment management, Cap Financial Partners LLC aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

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

Planned Retirement Consultants Administrators LLC, based in Ridgewood, NJ, has been a trusted provider of recordkeeping, administration, and actuarial services for retirement plans for over 48 years. Serving more than 1,500 plans across 30 states, the firm is recognized for its efficient, accurate, and affordable services tailored to meet the diverse needs of its clients. The company specializes in both defined contribution and defined benefit plans, offering services that include new plan design, preparation of plan trust documents, and annual administration. With a commitment to staying current with regulations and changes, Planned Retirement Consultants prides itself on its knowledgeable and attentive approach to client service. Generated from the website