Jay Pluimer Published in BAM Alliance | Do you Have a “Gold Medal” 401(k) Plan?

tournament 3529744 1280

Jay Pluimer offers examples of what to look for while conducting a 401(k) plan review in Do You Have a “Gold Medal” 401(k) Plan? Shared by The BAM Alliance, August 11, 2016 My family is getting excited about the upcoming Summer Olympics in Rio. I have a 10-year-old-daughter who is a year-round competitive swimmer and shares […]

Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

Skip to content