3812 Quakerbridge Road
In 1971 Bill Sheehy got into the corporate retirement plan business with one goal in mind: to help his participants retire with confidence. Now, over 35 years and thousands of participant meetings later, Bill and his team of advisors continue to carry-out his initial mission.
At Sheehy & Molinelli, we provide fiduciary advice and support in a low-cost, fee-transparent environment. We provide investor education and personalized portfolio guidance for participants, working with plan sponsors to design customized retirement plan solutions.
Our Broker Dealer, LPL Financial (LPL Retirement Partners), gives us the tools and firepower to act as Independent Advisors with a competitive, comprehensive offering. By being independent, we have the unique ability to integrate almost any platform, record-keeper, payroll, and investment provider in the marketplace, giving your firm the flexibility to accomplish whatever their goals may be.
Investment Menu Selection:
On-Going Investment Monitoring:
Fiduciary Capacity- at no additional cost
Annual Plan Reviews:
On-Going Employee Education
Today, we are living longer, living healthier and leading more active retirements. This means investors will need to stretch their retirement benefits over a longer period of time than ever before. Yet many people lack the knowledge, time and confidence to plan and invest appropriately.
Employees are looking to their employers for financial guidance. We can help you provide that guidance with the ultimate goal of producing favorable outcomes for plan participants and plan sponsors.
*Corporate retirement plan services offered through LPL Financial, a Registered Investment Advisor.