Call us - 401-435-4239
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JUMP-STARTING your employees future 

We understand your group retirement plan is an ESSENTIAL employee benefit. Our team will dedicate themselves to understand your desires. We'll guide you to a solution you can be proud of.
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Areas of Specialization

Want-To-Buy

Corporate Retirement Plans
Frozen Pension Solutions
401k
403b
Simple IRA
Employee Enrollment Meetings
Brokerage Accounts
Retirement Strategies
Business Planning
Asset Management
Investments

 

Registered Investment Advisory Representatives of Bluechip Financial Advisors (BCFA) offer advisory services through BCFA.  They may also offer other products and services (i.e. accounting, insurance, employee benefits, etc) that are independent of BCFA services.  Securities offered through Triad Advisors, LLC.  Member FINRA/SIPC.  Investment Advisory Services offered through BCFA. BCFA is not a subsidiary or affliate of Triad Advisors, LLC.   Clearing, custody, or other brokerage services may be provided by National Financial Services LLC. or Fidelity Brokerage Services LLC.  Members NYSE, SIPC 

 

Unique Features

Below are some unique services to WD Retirement Services that might intrest you!

Frozen Pensions

Remove the worry, burden and liability the frozen pension places on your books.

401k

If your company is thinking of putting a 401k in place, our team can assist and guide you and your employees.

403b

If your non-profit is thinking of putting a 403b in place, our team can assist and guide you and your employees.

Simple IRAs

If your company is thinking of putting a simple ira in place, our team can assist and guide you and your employees. Less fees than a 401k.

Asset Management

Our advisors are here to help you manage your money and have startegic conversations with you throughout the year.

Business Planning

Our advisors are here to meet with you to discuss and stratagize what is best for your business today and in the future.

 Your WD Retirement Services Team

 

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jlemme@bcfa.net 

John Lemme
Principal
Mike Moretti
Partner
Bill Delmage
President | CEO | Founder
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sborges@bcfa.net 

Stacy Borges
Office Manager

Resources

Could your HR department use extra support?

WD offers a wealth of time-saving HR tools, guides, and educational resources: print-ready employee flyers featuring health, safety and wellness topics, legislative information and communication and other HR administration tools.

Below is just a sampling of the types of resources WD clients gain access to.

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Our goal at WDA is to listen and solve your problems. We have a staff second to none; very talented and dedicated people who share our common theme to help solve your problems. They are very passionate and empathetic to your needs, so I am going to encourage & welcome you to chat with one of our terrific WDA team members! I'm confident that the team and solutions available to you here at WDA will leave you feeling as confident in them as I do. Enjoy.
William Delmage
- President | CEO | Founder - WD & Associates, Inc.
Schedule a call with a WDA team member!
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What clients say ?

 

Great source of information, always willing to take the time to educate me and my colleagues. Thank you for your vast offering of services, knowledge and information.

Phyllis
-Benefits Manager - Travel Company

 

Very prompt on answering questions. Customer service has always been outstanding!

Anonymous

 

I can’t think of anything WD could do better. Staff is knowledgeable, responds promptly and is always patient and courteous. They offer a wide variety of services and are up to date on the newest trends.

Many years of wonderful service!

Jo-Ann
- Controller- Fitness Company

 

My dealings with Bill, Terry and WDA have always been positive. We get great value from our relationship with WDA. Keep up the good work!

Erica
- Owner- Dunkin Donuts Franchise

 

The whole experience is excellent. Open Enrollment was the best I’ve ever experienced and I can’t believe how easy it was. From the ease of enrollment to the power of everything in one place. We could not be more satisfied!

Anonymous

 

WD is great at keeping us up to date with constant industry changes.

We are highly satisfied!

Glen
- President- Engineering Firm

 

Great source of information, always respond in a timely manner, willing to take the time to educate me as well as my staff, vast offering of services, knowledge and information.

Anonymous

 

I really appreciate the depth of your product knowledge. Your thoughtful comments, suggestions and insights as we reviewed or insurance renewal were invaluable. We are so thankful for the choices and the care we received because of our plan. 

Anonymous

 

Bill’s guidance has been a key factor in how we approach deciding on our healthcare benefits and managing costs. He has been able to steer us in the right direction amid the chaotic nature of health insurance.

Anonymous

 

We are extremely happy with our relationship with WD and appreciate the patience and courteous service we receive from all the staff.

Anonymous

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Ready to Get Started?

Gives us a call, schedule an introduction via an in-person or virtual meeting.
Schedule a call with a WDA team member!