Debbie,

We are a member firm of RPAG and would be happy to discuss and/or assist. 

Sincerely,

Eric Bokesch 

The Pinnacle Group

513-874-4440

Debbie -

You should contact Kate Rippe at http://www.rippefinancial.com/. She's a gem.

Robin

Our company works with SageView Advisors and we're very happy with their service.  Feel free to reach out if you have any questions.

Sincerely,

Elda de la Pena, SHRM-SCP, SPHR

VP, People and Culture/CHRO

(303) 254-3198

Debbie, We have been using Ryan Schebo of Prudential Advisors. He's great to work with on the company side and our employees have given him rave reviews for personal service! (937) 999-6400; ryan.schebo@prudential.com

Let me know if you'd like an e-introduction! Best with this list compilation.

I applaud you for researching the appropriate advisor for your group, Debbie.  I've worked with Eric Bokesch at Pinnacle and found him to be very knowledgable.  I really appreciated his approach.  Good luck!

Hi Debbie,
I would recommend Jon Hlavac with Everhart Advisors. He is simply the best. jonathanh@everhartadvisors.com . Good luck in your search. 
Sabrina

Hi Debbie- I'd love to learn more about your company and what you are looking for in a 401K partner. I'm a financial advisor with Edward Jones. My number is 513-265-9549. My email address is tricia.marteney@edwardjones.com. Thank you!

We have used CAPTRUST for a number of years and we are very happy with their services. I'm happy to discuss our experience in further detail if you are interested.

https://www.captrustadvice.com/

Janice Appleby jappleby@vfccu.org