How does the advisor help clients – Key Takeaways:
STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS is a financial consulting firm that specializes in employee benefits for businesses of all sizes. With their expertise in a variety of financial services, they are able to provide valuable insights and solutions for their clients. Here are some key takeaways for how this advisor can help clients:
- Designed and implemented employee benefits packages for over 100 companies
- Expertise in a variety of financial services related to employee benefits
- Customizable solutions to fit the needs of each individual client
- Professional and reliable service with over 15 years of experience
- Strong commitment to client satisfaction and long-term relationships
Facts and Insights
STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS has been in business for over 15 years, providing top-notch financial consulting services to their clients. With a team of experienced professionals and a strong track record of success, this advisor is equipped to handle any employee benefits challenge that their clients may face. With their deep understanding of the financial industry and commitment to staying up-to-date on the latest trends and regulations, this advisor is able to provide valuable insights and advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5+ | 15+ years |
Financial Services Offered
STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS offers a wide range of financial services, with a focus on employee benefits. Here are some of the services they provide to their clients:
- Design and implementation of employee benefits packages
- Retirement planning and 401(k) management
- Group health insurance and other healthcare options
- Executive compensation and benefits planning
- Employee education and communication on benefits
Client Types
This advisor works with a diverse range of clients, from small startups to large established companies, across various industries. They are dedicated to providing personalized solutions for each individual client, regardless of their size or industry.
Fees & Compensation
Fees and compensation for STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS vary depending on the services provided to each client. As a fee-based advisor, they may receive a percentage of assets under management, an hourly fee, or a retainer fee based on the services provided. They are transparent about their fees and will discuss all compensation terms with their clients before any services are rendered.
Background
STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS was founded by Stephen H. Peck, a financial expert with over 20 years of experience in the industry. Peck leads a team of professionals who are dedicated to providing top-quality service and guidance to their clients. With their collective expertise in employee benefits and financial services, this advisor has built a strong reputation for being a reliable and trustworthy partner for businesses seeking financial solutions.
Financial Advisor Disclosures to Know
While STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS is committed to providing the best possible service to their clients, it is important to understand the disclosures that come with financial advising. The following are some important disclosures for clients to know:
- This advisor is a fee-based firm, meaning they may receive compensation based on the services provided.
- As a fiduciary, this advisor is legally obligated to act in the best interest of their clients.
- This advisor may receive commissions for certain insurance products.
- There may be potential conflicts of interest, which will be disclosed to clients before any services are rendered.