Jp Rehak

Retirement Plan Advisor @Lawley

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.

Williamsville South High School

Regents Diploma

Ohio University

Strategic Management and Leadership, Business Administration and Management, General