Polycomp Administrative Services, Inc.

Founded 1974 • Angie's List since August 2015

Not Rated| 0 Reviews

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Description

We deliver expert retirement plan design and benefit plan administrative services for complete regulatory compliance....

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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Services Offered

Self-directed IRAs, Qualified Retirement Plans, Prevailing Wage Benefits

Services Not Offered

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General Information
Free Estimates
Free plan design proposals and current-plan review
Payment Options
Check, Visa, MasterCard, American Express, Discover
Senior Discount
No
Emergency Service
No
Warranties
Other