John R. Strollo Email & Phone Number

The financial services industry has been my career for over 35 years. For the last 20 years, my efforts have centered on helping businesses, families and individuals to better position themselves for retirement and other financial concerns.A key area of my practice involves working with businesses that sponsor a Retirement Plan to Educate, Inform and Guide them through the process of documenting and fulfilling the responsibilities of Plan oversight. Employers often express that maintaining an efficient and effective Retirement Plan can be overwhelming and prefer seeking assistance and support in meeting their Fiduciary duties.Educating business owners and employees on the features of their Retirement program will sometimes raise other financial concerns. Accordingly, I have working relationships with professionals that posses the needed expertise to address their interests e.g. Certified Financial Planners, CPA’s, Payroll Vendors, ERISA Consultants and Benchmarking Firms. Specialties -Qualified, Non-Qual. Ret. PlansIRA, SEP, SIMPLEBusiness & Indiv. PlanningLife Ins. Annuities, LTC