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Brett Goldstein is THE guy to help you set up your 401K!
Casey Eberhart
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My old broker was not responsive. It is so nice to be with a company that responds to your questions in a timely fashion. I highly recommend The Pension Department.
Grace R
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Brett, what can I say? As always, you are a life saver! Thank you so much for all your hard work!
Sara Moss
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Great service. I don't feel like a client, I feel like family. They really went above and beyond to help me.
Ann Butera
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Brett is the go to person who is knowledgeable and responsive for all your retirement tax code guidance. He will always call you back with the correct answer after careful evaluation and due diligence on your behalf.
Jay Silverman
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Brett, Very professional, knowledgable easy to work with. the best 401k administrator I ever worked with.
Frank Amodio
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Thank you for taking the time to speak with my client today and to explain to him what he can do.
Your knowledge and insight has once again proved to be invaluable.
Joel S
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It is nice to know that I can always get someone who can answer my questions in a timely manner.
Rickie T
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We didn't know how out of date our employee handbook was. The Pension Department did everything, with little effort from me. Asked me all sorts of questions to really help me customize a handbook.
Joe Dominguez
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Great service. I highly recommend them. Really helped me out of a jam.
John Wirth
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Hi Brett, thank you so much for being so thorough and knowledgeable.
Petra Deeter
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Now you’re going above and beyond and since it’s what I consistently do for my clients, I’m impressed.
Thank you.
Dr. Neil DiSpirito
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They helped me through an issue and you could tell that they truly cared.
Michael Kelly
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AMAZING, HELPFUL AND PATIENT PEOPLE. THANK YOU.
Eileen B
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Mr. Goldstein was very helpful with my situation. Knowledgeable and insightful are key words
Yusef Rhymer
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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.
Toni T
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The Pension Department has always been a value resource to us an our clients. Their communication is prompt, knowledgeable and invaluable.
Laura S
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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
Tony Colombo
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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.
Fuqun Yang - Owner, Qunfei CPAs, PLLC
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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.
Robert Dreyfuss - Controller at Acme Cosmetic Components
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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!
Bonnie Lee - Taxpertise