Check the background of this financial professional on FINRA's BrokerCheck.

Pension and Benefit Plan
Clairmont, Paciello & Co., P.C. has extensive experience with retirement benefit programs. Clairmont, Paciello & Co., provides planning and problem solving in the retirement plan area for a wide range of clientele from one-person firms to large manufacturing concerns.
  • Evaluate and design corporate pension and profit sharing plans, 401(k) plans, and/or individual self-employment and IRA plans

  • Install and qualify plans within federal guidelines, including annual administration and reporting

  • Perform trust accounting

  • Develop an investment policy for your benefit plans

  • Develop deferred compensation plans

  • Evaluate cafeteria and flexible spending arrangements
Tell A Friend Tell A Friend


 
 
 

Have a question?
Call 610-265-4122 (8:30 am - 5:00 pm EST) or email: info@cpcfinancial.com

Privacy Information

Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory, tax, and Audit services offered through CPC Financial Planning, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.

 


Check the background of this financial professional on FINRA's BrokerCheck.