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关于我们
OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s more than 40-year history, our approach has always been consultative and rooted in trust. Our staff includes seasoned professionals that average 10 years of experience within the industry. All advisors of our firm have obtained their Accredited Investment Fiduciary? (AIF) designation. These are just a few of the many tools in our toolbox that help you ensure your qualified retirement plan is optimized and in accordance with ERISA: *Competitive Fee and Benchmarking Study *Employee Education Roadmap to Retirement *Fiduciary Support Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, member SIPC, sipc.org. Insurance products are offered through LPL or its licensed affiliates. Community Bank, NA and OneGroup Retirement Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneGroup Retirement Advisors, and may also be employees of Community Bank, NA. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank, NA or OneGroup Retirement Advisors. Securities and insurance offered through LPL or its affiliates are: ? Not Insured by FDIC or Any Other Government Agency ? Not Bank Guaranteed ? Not Bank Deposits or Obligations ? May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- 网站
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https://www.OneGroupRA.com
OneGroup Retirement Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Syracuse，New York
- 类型
- 私人持股
- 创立
- 1983
- 领域
- Employer Sponsored Retirement Plans、Private Wealth、Institutional Investment Management和Non-Qualified
地点
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主要
获取路线
706 N Clinton St
US，New York，Syracuse
OneGroup Retirement Advisors员工
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Michael Tisdell, AIF?, CPFA
Delivering Retirement Plan Expertise and Insight that Makes an Impact for Plan Sponsors & Participants
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John Konefal Jr
Associate Advisor at OneGroup Retirement Advisors
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Joe Hatfield, AIF? CPFA
Vice President, OneGroup Retirement Advisors
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Karen Coles
Client Relationship Manager, OneGroup Retirement Advisors
动态
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When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome
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Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Montgomery Tisdell is already planning for his future! ???? Rocking his new OneGroup Retirement Advisors Kidz Club onesie, Montgomery is off to a great start—his dad, Michael Tisdell, AIF?, CPFA wasted no time setting up a 529 plan as soon as Monty's Social Security card arrived! With tax-free growth, flexible contribution limits, and state tax deductions, a 529 plan is one of the smartest ways to invest in future education costs. Whether saving for a child, grandchild, or even yourself, this plan helps ease the financial burden of tuition, books, and more. ?? Did you know? SECURE Act 2.0 permits unused 529 funds to be rolled over into a Roth IRA— tax and penalty-free! This offers more flexibility for those with leftover savings due to scholarships, lower-cost schools, or career changes. Lifetime Rollover Limit: $35,000. Start planning today—your future self (or student) will thank you! Give OGRA a call or visit NYSaves.org for more details.
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