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401(K) Advisory Hotline

With its broad background in the securities markets, the Brick & Kyle staff is well equipped to provide retirement savings plan advisory services to company employees.

This is an area where employees need competent assistance to ensure that their contributions are properly invested in accordance with their objectives and in concert with current economic and market conditions. By calling the hotline number, employees can talk with a staff member at Brick & Kyle and discuss the appropriateness of his/her asset allocation, whether it meets the employee’s objectives, and changes that may improve returns. The hotline is made available from 9:00 a.m. EST to 5:00 p.m. EST, Monday through Friday.

Having an objective, outside party available to employees with no vested interest or commission incentive to influence its advice is not only valuable but prudent, given recent legislation that encourages objective and comprehensive employee investment counseling.

Please Note: As part of the “Planning Your Financial Future” program, Brick & Kyle offers its Retirement Savings Plan Advisory Hotline free of charge for the first 30 days following the seminar.

Click here to review Frequently Asked Questions about this and other Brick & Kyle corporate programs.
 
 
Brick and Kyle Associates
905 Mount Eyre Road, Newtown, PA 18940 | map
phone 215-493-8787 :: toll free 800-642-7800
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