We believe that service to our clients is the mainstay of our company.
It is our company philosophy for each consultant to prepare the required work for a client from beginning to end.
Because each case is handled exclusively by one consultant,
-we are able to keep in close contact with each of our clients
-we deliver prompt assistance in report and plan preparation
-we respond to client requests and questions quickly
-we also have a designated Contribution/Distribution Specialist to ensure that
contributions, loans, and distributions are processed efficiently.
All of our administrators are certified through
ASPPA or NIPA
Experience you can trust since 1999.
Very competitive fees
Norton James Retirement Services