Alpert and Associates is a full-service financial planning firm that specializes in ensuring a seamless transition of retirement plans during mergers and acquisitions of additional facilities. Our services take away the "headache" from the employer, so that employees can enjoy the company retirement plan without being an administrative burden on the employer and human resources. In addition, each employee receives personal financial planning services from our dedicated team. A high-quality company retirement plan can boost employee productivity, the company competitive advantage, and employee retention.
We have many satisfied clients across the U.S.
