Laura Cooley
Helping Business Owners Build the Right Retirement Plan for Their Organization | Financial Wellness | Fiduciary Support | LawleyRetirement.com
- Role
- Retirement Plan Advisor at Lawley
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Laura Cooley
When it comes to retirement planning, do your employees know how much money they’ll need…
Experience
Retirement Plan Advisor
Mar 2017 — Present · Buffalo/Niagara, NY, US
As a Retirement Plan Advisor with Lawley Retirement Advisors, I help business owners and their employees develop plans that will help them retire.For more than two decades, Lawley Retirement Advisors has provided independent investment advice and financial counsel to a diverse client base of companies and organizations both large and small, in Western New York, across the country, and around the world.Whether it’s a start-up or an existing retirement plan, Lawley Retirement Advisors has the experience, resources, and technology to tailor a program to help meet your company\'s needs and objectives.Experience MattersLawley Retirement Advisors has over 90 years of financial services experience. Our team has worked on both sides of the industry – as a provider and as an advisor.160+ ClientsWith a 90% customer retention rate and over 160 clients, we serve as retirement plan advisors across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.20+ ProvidersI enjoy helping employers and employee\'s sort through the complexity of retirement planning.Managing your retirement plan is a big responsibility. There are so many considerations to weigh – from plan design to employee education, and we can provide you with the insight and solutions for better plan outcomes.Ready to help your team retire successfully? Contact me today!(71••••••70 l••••••@lawleyretirement.comSpecialties: Retirement Plan Education | Fiduciary Support | Investment Due Diligence Fee BenchmarkingSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.
Education
Erie Community College
Associate's degree, Office Management
1999 — 2001
University at Buffalo
Bachelor of Science (BS), Business Administration
2001 — 2004
Skills
- Retirement Benefits
- Plan Review
- Investment Policy Statements
- Investments
- Employee Education Programs
- Non-Qualified Deferred Compensation
- Benchmarking
- Employee Benefit Plan Design
- College Savings Plans
- Personal Insurance
- Fiduciary Services
- Financial Wellness Education
- Cash Flow and Budgeting
- Investment Committee Compliance
- Retirement Plan Consulting
- Erisa
- 403 B
- Personal Finance
- Defined Benefit
- 401k
- Retirement Planning
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