• Small Business Retirement Plan Consultations

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    Name: Small Business Retirement Plan Consultations
    Date: March 15, 2018
    Time: 9:00 AM - 3:00 PM EDT
    The Hastings DelGreco Wealth Management Group of Wells Fargo Advisors
    Event Description:
    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. 

    To reserve your one hour appointment with Mary, Peter or Nick contact them at 781-472-7878 or email at Nicholas.champney@wellsfargoadvisors.com

    For more information please visit our website www.hastingsdelgrecowmg.com

    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
    Wells Fargo Advisors
    130 Turner St
    Building 3, 8th Floor
    Waltham, MA 02453
    Date/Time Information:
    Every Thursday by appointment from 9am to 3pm.
    Contact Information:
    Complimentary to members and non members
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