The Hastings DelGreco Wealth Management Group of Wells Fargo Advisors
Mary Hastings, Peter DelGreco and Nick Champney, Financial Advisors with the Hastings DelGreco Wealth Management Group of Wells Fargo Advisors offers complimentary 1-hour meetings by appointment every Thursday from 9am to 3pm.
We work with small business owners who either are looking to establish a retirement plan or are currently offering a plan but unsure if the plan is a right fit for their business model. We will cover the potential benefits of offering a retirement plan to the business owner, the business and any employees.
Our appointments are confidential and handled in a professional manner. No obligation or commitment on either party after the consultation.