FMLA form

Mr. Goldstein was very helpful with my situation. Knowledgeable and insightful are key words

It was refreshing to speak to someone who totally answered all my questions. I did not find the same consideration when speaking to others. So Thank you and appreciated.

The Pension Department has always been a value resource to us an our clients. Their communication is prompt, knowledgeable and invaluable.

When I was hired as CFO, one of my responsibilities was to oversee the 401k. As a new CFO I knew that I needed expert guidance in this area. Brett handled the 401k at my previous job. I was so impressed with his knowledge, expertise and professionalism, that I asked him to help me with the 401k. It was a good thing that I asked for his help, as Brett uncovered several issues with our 401k that I didn’t know about. As our company grew, he helped to guide us through the various IRS regulations that apply to larger businesses. I have worked with Brett Goldstein since 2002 and highly recommend Brett’s services. His advice has been invaluable for our 401k plan

I have been working with Brett for many years for my clients’ and my own retirement plans. Brett is knowledgeable and professional. Most importantly, Brett puts clients’ interest first when designing retirement plans.

Brett, Very professional, knowledgable easy to work with. the best 401k administrator I ever worked with.

Brett has great knowledge of Pensions and 401Ks. He utilizes all tools available, I highly recommend him to look over your Plan. I used him at World Trading Center, and will now use him again at Flair Display, Inc.

I've been a guest on Brett's radio show and was impressed with his knowledge of the financial arena. So much so in fact, that I have relied on his expertise for many of the articles I write for foxbusiness.com. This man knows what he's talking about!