"Just want to say Thank You. You have been an incredible resource in our always 'ninth hour.'" Theresa Dudzinski, Oakland Management Services, Inc.
"When we started our company five years ago, we knew we needed guidance on pension and tax-deferment strategies. Jackie and Brian from Freedman Benefits Group have been indispensible partners to us. They are creative, responsive and protective. As we are also in a professional services industry, I hope our clients feel we add as much value as I know Jackie and Brian do." Rob Moroni, Managing Principal, Moroni Fantin, LLC
"The biggest problem with 401(k) plans is they are sold without a consultative approach, which includes careful consideration for company objectives, demographics and strong service orientation.
Not so with FBG. When we left an investment provider in favor of a TPA, specifically FBG to administer our plan some 10 years ago, FBG introduced us to various opportunities in design and investment platform providers. Over the years they have continued to evolve as new technology developed, as new qualifed retirement plan law was enacted or the old repealed and as the marketplace introduced new products and services. Their talent and skill lie in the design, administration, compliance, and testing services. They have demonstrated an uncanny ability to see the "big picture" that has been, and continues to be, instrumental in meeting our organization objectives and employee needs. Our experience is that their recommendations are in the customers' best interest rather than in theirs. Their hard work and extraordinary service orientation is second to none, always going the extra mile for their clients, and always ahead of the design and compliance game." Marilyn Elliott, GroupeSTAHL
"I wish to thank your entire team for all the fine service and consideration shown to me through the years on my Defined Benefit Pension Plan and Profit Sharing Plan - it has been a pleasure to work with such dedicated professionals." Mark Shaevsky, Owner, Mark Shaevsky & Associates, LLC