Forge Financial Advisors
About Forge Financial Advisors
Forge Financial Advisors is a financial services firm located in Perinton, NY, offering comprehensive solutions for retirement planning, investment management, and tax strategies. They serve individuals and families in the Rochester area, providing personalized financial guidance. As a small firm with an estimated 1-5 employees, Forge Financial Advisors could save up to $5,950 annually through the Employee Benefits Program (EBP), which optimizes tax credits. The decision-maker, likely Mary, the Financial Advisor, would be motivated by the cost savings and the potential to offer a competitive benefits package to attract and retain talent in a competitive industry. The EBP can also support their clients by providing additional financial benefits, enhancing their overall service offering.
Estimate Your FICA Tax Savings
See how much Forge Financial Advisors could save with the Employee Benefit Program
Location
Contact Information
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Address
Perinton, NY -
Phone
585-387-3622 -
Email
[email protected] -
Website
forgefinancialadvisors.com