I have a buddy who works for them in Albany. He acts as a consultant to plan clients. Whether its advising the employees of XYZ company on their stock option program, or helping to reallocate 401K accounts, or explaining pension distirubtion options, he helps with the process.... He explains it as a cross between a call center person and an FA (he was one for 2 years). I think he evens works on getting outside assets into the firm.
I wanted to bring this company back up and see if anyone has had any experience or know anyone who has been apart of this company.
Has anybody heard of this company?