The Watermark at Brooklyn Heights

Legacy Retirement Advisors Inc., located in Fort Lee, NJ, is an independent boutique financial services firm dedicated to crafting personalized retirement strategies for clients nearing or in retirement. Their services encompass retirement income planning, Social Security optimization, IRA distribution planning, and customized tax-efficient solutions tailored to individual financial needs. The firm emphasizes the use of insurance products that provide guaranteed lifetime income while being protected from negative market performance, alongside investment strategies designed to increase retirement income and minimize risk. With a commitment to client education, Legacy Retirement Advisors has successfully conducted seminars that have informed thousands on essential retirement planning topics. 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