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  3. Employer Sponsored Retirement Plan Participant (ESRPP) Account Consulting

Employer Sponsored Retirement Plan Participant (ESRPP) Account Consulting

We provide consulting services to participants in employer sponsored retirement plans.  Employer Sponsored Retirement Plan Participant (ESRPP) Consulting consists of planning and advising on allocation of securities within a client’s ESRPP account(s).  Advice may include allocation strategies, available fund research, available fund review, retirement plan outlines and instruction to a plan participant.  We do not maintain custody, nor exercise discretion as part of the ESRPP service. 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300

 

 

Email: flynn.zito@lpl.com

 

 

300 Garden City Plaza, Suite 226
Garden City, NY
11530 United States

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered though Flynn Zito Capital Management, LLC, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with the website may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IN, NC, NH, NJ, NY, PA, TX, VA. The Flynn Zito Capital Management, LLC Investment Advisor Representatives associated with this website may discuss advisory services with residents of the following states: CA, CO, CT, DE, FL, GA, HI, IA, MA, NV, NH, NJ, NY, NC, PA, TX, VT, VA, WA. Additional states available upon request.

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