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Every company has a unique vision of benefits they want for their employee retirement plan.

WD Retirement Services was created to explore all the different retirement options (401k, 403b, simple IRAs) and find the best fit for your company.

Areas of Specialization

• Corporate Retirement Plans

• 401k

• 403b

• Simple IRA

• Investments

• Brokerage Accounts

• Retirement strategies

• Business Planning

• Asset Management

• Corporate Seminar Programs

Team

John Lemme

Principal, CLU, ChFC, CFS, CRPC

 

Michael Moretti

Partner

Resource Center

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 a sampling of WD's client resources.

Blog

Contact

Corporate Office

34 Hemingway Drive

East Providence, RI 02915

Phone 401-435-4239

Fax 401-435-5060

 

Additional Offices

Newport, RI

North Kingstown, RI

Hoboken, NJ

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, Inc.  Member FINRA/SIPC.  Investment Advisory Services offered through BCFA. BCFA is not a subsidiary or affliate of Triad Advisors, Inc.   Clearing, custody, or other brokerage services may be provided by National Financial Services LLC. or Fidelity Brokerage Services LLC.  Members NYSE, SIPC