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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
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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
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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.
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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!
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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!
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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
