Side By Side Financials, Inc 100 Park Avenue Category: Pension Health and Welfare Funds
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Company representatives
Phone: (917) 843-0806
Email: moc.slaicnanifsbs@selas
trevor yee, Partner / Investor
Trevor Yee, Partner / Investor
About Side By Side Financials, Inc
Third Party Administrators of Qualified Retirement Plans : 401(k), Profit Sharing Plans, Defined Benefit Plans, Cash Balance Plans
Some label Side By Side Financials as a contemporary professional group, while others think of us as determined and loyal. Regardless of the label, it is our duty as retirement plan administrators, to bring our clients and partners a very personal experience that exceeds expectations. As a group, we strive to make sure that customer service is our top priority. With over 10 years of experience in retirement services, we understand the needs of the market. By building a close relationship with our clients, we are able to meet their every need.
Building an account for retirement may be a slow and tedious processm but with endurance and our help, it can be very rewarding.
Products and Services
- Retirement Plan Administration
Location Type
Branch
Revenue
$275,000 - $300,000
Employees
5 to 9
Years In Business
17
Memberships
- ASPPA
Brands
- Transamerica Retirement Services
- American Funds Retirement Services
- John Hancock Retirement Services
- Principal Retirement Plan Services
Rating
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