Beltz Ianni & Associates, LLC

Firm Profile

Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm focused on helping people prepare for and maintain a successful retirement. In addition to managing the wealth concerns of employees through their retirement plan business services, Beltz Ianni & Associates provides a holistic menu of retirement, insurance, and investment planning programs for individual clients.

ADDRESS
280 Kenneth Drive Suite 110
Rochester, New York 14623

KEY CONTACTS
Robert Judd – Managing Partner

WEBSITE
www.beltz-ianni.com

PRIMARY MARKET(S) SERVED
Small $1 million-$10 million, Mid $10 million – $100 million

ADVISOR/SUPPORT SERVICES
3rd Party Vendor Tool Analysis Tool,
3rd Party Investment Analysis Tool,
Benchmarking Tools,
Participant Advice/Participant Services,
Allows Fiduciary Declaration 3(21)/3(38),
Plan feature review/plan design consulting,
Plan sponsor fiduciary training

OTHER:
Fiduciary consulting and total retirement plan management services.
Retirement plan record keeping vendor search/RFP services.
Third–party administration via sister company,
Enhanced Retirement Solutions, LLC.

NUMBER OF HOME OFFICE EMPLOYEES
8
3RD PARTY CLEARING BD
Cadaret, Grant & Co., Inc.