Monterey Wealth
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1117 Perimeter Center West, Suite E201 Atlanta, GA 30338 404-201-2284 www.montereywealth.org |
Monterey Wealth’s 401k consulting practice is committed to helping its clients develop a deep sense of confidence that their retirement plans will provide financial security for their employees. The firm delivers value by helping its clients increase employee participation through education and communication, reduce plan risk and expense, and transfer work from your desk to ours. Its fully transparent approach allows clients to see exactly who is getting paid what and what they’re supposed to be doing for what they’re getting paid. Utilizing open architecture platforms enables Monterey Wealth to deliver flexible, robust investment lineups by offering the entire universe of mutual funds and ETFs.
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Jay W. Cohen, MPA, CPA, CFP® |
