Jp Rehak

About Jp Rehak

At Lawley Retirement Advisors, we are focused on helping our clients create well-rounded,…

Experience

1. Retirement Plan Advisor

   Lawley

   Jan 2022 — Present · Buffalo, NY, US

   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 80 years of financial services experience. Our team has worked on both sides of the industry – as a provider and as an advisor- 160+ Clients$1.6B in AUM and growing, we serve as retirement plan advisors across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions, investment advice, employee education and RFP services- 20+ ProvidersWe are an independent firm – maintaining relationships with multiple providers. Every plan is unique, and we strive to provide solutions that best fit the needs of our clients.

Education

• Williamsville South High School

  Regents Diploma

  2011 — 2015

• Ohio University

  Strategic Management and Leadership, Business Administration and Management, General

  2015 — 2019